Egerton Capital (UK) LLP Q3 2024 Filing
Filed November 5, 2024
Portfolio Value
$9.9T
Holdings
30
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,720,051 | $740.1B | 7.47% | |
| 2 | PGRPROGRESSIVE CORP | 2,823,894 | $716.6B | 7.23% | |
| 3 | CPCANADIAN PACIFIC KANSAS CITY | 7,855,661 | $672.0B | 6.78% | |
| 4 | METAMETA PLATFORMS INC | 1,028,489 | $588.7B | 5.94% | |
| 5 | AMZNAMAZON COM INC | 3,068,090 | $571.7B | 5.77% | |
| 6 | GOOGALPHABET INC | 3,264,022 | $545.7B | 5.51% | |
| 7 | GEHCGE HEALTHCARE TECHNOLOGIES I | 5,680,021 | $533.1B | 5.38% | |
| 8 | RNRRENAISSANCERE HLDGS LTD | 1,894,412 | $516.0B | 5.21% | |
| 9 | IBKRINTERACTIVE BROKERS GROUP IN | 3,382,513 | $471.4B | 4.76% | |
| 10 | FISVFISERV INC | 2,578,485 | $463.2B | 4.67% | |
| 11 | FCNCAFIRST CTZNS BANCSHARES INC N | 248,807 | $458.0B | 4.62% | |
| 12 | FLUTFLUTTER ENTMT PLC | 1,815,550 | $430.8B | 4.35% | |
| 13 | RHCRH PLC | 4,415,658 | $409.5B | 4.13% | |
| 14 | GEGE AEROSPACE | 1,956,819 | $369.0B | 3.72% | |
| 15 | ACGLARCH CAP GROUP LTD | 3,171,222 | $354.8B | 3.58% | |
| 16 | VVISA INC | 1,180,075 | $324.5B | 3.27% | |
| 17 | MAMASTERCARD INCORPORATED | 634,704 | $313.4B | 3.16% | |
| 18 | BKNGBOOKING HOLDINGS INC | 64,312 | $270.9B | 2.73% | |
| 19 | UBERUBER TECHNOLOGIES INC | 3,380,958 | $254.1B | 2.56% | |
| 20 | GEVGE VERNOVA INC | 597,858 | $152.4B | 1.54% | |
| 21 | EMBJEMBRAER S.A. | 3,707,524 | $131.1B | 1.32% | |
| 22 | IBNICICI BANK LIMITED | 3,963,625 | $118.3B | 1.19% | |
| 23 | MLMMARTIN MARIETTA MATLS INC | 204,674 | $110.2B | 1.11% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 405,318 | $93.4B | 0.94% | |
| 25 | FSLRFIRST SOLAR INC | 348,161 | $86.8B | 0.88% | |
| 26 | VRTXVERTEX PHARMACEUTICALS INC | 124,045 | $57.7B | 0.58% | |
| 27 | AAPLAPPLE INC | 201,738 | $47.0B | 0.47% | |
| 28 | ARMKARAMARK | 1,182,142 | $45.8B | 0.46% | |
| 29 | CBCHUBB LIMITED | 148,764 | $42.9B | 0.43% | |
| 30 | SNSHARKNINJA INC | 177,193 | $19.3B | 0.19% |