Egerton Capital (UK) LLP Q4 2017 Filing
Filed February 8, 2018
Portfolio Value
$11.4B
Holdings
32
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 15,491,200 | $791.9B | 6931.71% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,183,114 | $733.4B | 6419.90% | |
| 3 | ATVIEURACTIVISION BLIZZARD INC | 11,051,017 | $699.8B | 6125.02% | |
| 4 | PXGBXPRAXAIR INC | 4,213,976 | $651.8B | 5705.46% | |
| 5 | STZCONSTELLATION BRANDS INC | 2,604,995 | $595.4B | 5211.83% | |
| 6 | SCHWSCHWAB CHARLES CORP NEW | 10,356,441 | $532.0B | 4656.76% | |
| 7 | BABAALIBABA GROUP HLDG LTD | 3,061,644 | $527.9B | 4620.95% | |
| 8 | ADBEADOBE SYS INC | 2,932,074 | $513.8B | 4497.52% | |
| 9 | BACBANK AMER CORP | 16,569,132 | $489.1B | 4281.35% | |
| 10 | MSFTMICROSOFT CORP | 5,702,710 | $487.8B | 4269.87% | |
| 11 | LUVSOUTHWEST AIRLS CO | 7,310,517 | $478.5B | 4188.15% | |
| 12 | GOOGALPHABET INC | 442,147 | $462.7B | 4049.76% | |
| 13 | SPGIS&P GLOBAL INC | 2,537,884 | $429.9B | 3763.14% | |
| 14 | METAFACEBOOK INC | 2,306,949 | $407.1B | 3563.27% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 1,673,344 | $368.9B | 3229.08% | |
| 16 | MAMASTERCARD INCORPORATED | 2,125,921 | $321.8B | 2816.58% | |
| 17 | AVGOBROADCOM LTD | 1,185,404 | $304.5B | 2665.60% | |
| 18 | CRMSALESFORCE COM INC | 2,881,221 | $294.5B | 2578.21% | |
| 19 | ALKALASKA AIR GROUP INC | 3,895,027 | $286.3B | 2506.23% | |
| 20 | CP.TOCANADIAN PAC RY LTD | 1,535,632 | $280.7B | 2456.59% | |
| 21 | EQIXEQUINIX INC | 576,694 | $261.4B | 2287.80% | |
| 22 | CITCINTAS CORP | 1,535,444 | $239.3B | 2094.35% | |
| 23 | TRUTRANSUNION | 4,188,430 | $230.2B | 2014.94% | |
| 24 | HDBHDFC BANK LTD | 2,052,143 | $208.6B | 1826.27% | |
| 25 | MLMMARTIN MARIETTA MATLS INC | 916,019 | $202.5B | 1772.31% | |
| 26 | EAELECTRONIC ARTS INC | 1,755,304 | $184.4B | 1614.19% | |
| 27 | DWDMORGAN STANLEY | 3,313,627 | $173.9B | 1521.87% | |
| 28 | —VANTIV INC | 1,271,586 | $93.5B | 818.64% | |
| 29 | GDDYGODADDY INC | 953,728 | $48.0B | 419.74% | |
| 30 | BXMTBLACKSTONE MTG TR INC | 1,371,207 | $44.1B | 386.23% | |
| 31 | IACIEURIAC INTERACTIVECORP | 355,156 | $43.4B | 380.13% | |
| 32 | HONHONEYWELL INTL INC | 243,279 | $37.3B | 326.57% |