Egerton Capital (UK) LLP Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$14.0T
Holdings
33
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PACIFIC CORP | 6,863,737 | $1.1T | 7.96% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,679,690 | $1.1T | 7.91% | |
| 3 | GOOGALPHABET INC | 794,977 | $969.1B | 6.94% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 5,532,323 | $925.2B | 6.63% | |
| 5 | MSFTMICROSOFT CORP | 5,629,941 | $782.7B | 5.61% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 3,515,622 | $782.1B | 5.60% | |
| 7 | BXBLACKSTONE GROUP INC | 12,578,405 | $614.3B | 4.40% | |
| 8 | FISVFISERV INC | 5,294,625 | $548.5B | 3.93% | |
| 9 | VMCVULCAN MATLS CO | 3,542,583 | $535.8B | 3.84% | |
| 10 | DHID R HORTON INC | 9,372,630 | $494.0B | 3.54% | |
| 11 | ADBEADOBE INC | 1,742,418 | $481.3B | 3.45% | |
| 12 | MLMMARTIN MARIETTA MATLS INC | 1,734,973 | $475.6B | 3.41% | |
| 13 | SPGIS&P GLOBAL INC | 1,917,481 | $469.7B | 3.36% | |
| 14 | TIFEURTIFFANY & CO NEW | 4,883,522 | $452.4B | 3.24% | |
| 15 | AXPAMERICAN EXPRESS CO | 3,533,540 | $417.9B | 2.99% | |
| 16 | WYNNWYNN RESORTS LTD | 3,744,356 | $407.1B | 2.92% | |
| 17 | MAMASTERCARD INC | 1,488,860 | $404.3B | 2.90% | |
| 18 | T7DTRANSDIGM GROUP INC | 764,194 | $397.9B | 2.85% | |
| 19 | METAFACEBOOK INC | 1,952,490 | $347.7B | 2.49% | |
| 20 | CRMSALESFORCE COM INC | 1,906,630 | $283.0B | 2.03% | |
| 21 | AMZNAMAZON COM INC | 152,380 | $264.5B | 1.89% | |
| 22 | TSTENARIS S A | 11,738,362 | $248.6B | 1.78% | |
| 23 | IQVIQVIA HLDGS INC | 1,508,383 | $225.3B | 1.61% | |
| 24 | OPTUALTICE USA INC | 7,037,118 | $201.8B | 1.45% | |
| 25 | ADSKAUTODESK INC | 1,319,157 | $194.8B | 1.40% | |
| 26 | KKRKKR & CO INC | 6,343,246 | $170.3B | 1.22% | |
| 27 | EFXEQUIFAX INC | 1,051,935 | $148.0B | 1.06% | |
| 28 | SNPSSYNOPSYS INC | 893,313 | $122.6B | 0.88% | |
| 29 | WWEUSDWORLD WRESTLING ENTMT INC | 1,317,856 | $93.8B | 0.67% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 315,359 | $91.9B | 0.66% | |
| 31 | GDDYGODADDY INC | 1,350,023 | $89.1B | 0.64% | |
| 32 | NFLXNETFLIX INC | 294,006 | $78.7B | 0.56% | |
| 33 | ARMKARAMARK | 635,058 | $27.7B | 0.20% |