Egerton Capital (UK) LLP Q4 2023 Filing
Filed February 12, 2024
Portfolio Value
$9232.1T
Holdings
22
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 3,668,500 | $955.1T | 10.35% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 11,400,216 | $901.3T | 9.76% | |
| 3 | AMZNAMAZON COM INC | 4,649,234 | $706.4T | 7.65% | |
| 4 | CNRCANADIAN NATL RY CO | 5,308,268 | $666.9T | 7.22% | |
| 5 | MSFTMICROSOFT CORP | 1,720,966 | $647.2T | 7.01% | |
| 6 | METAMETA PLATFORMS INC | 1,801,045 | $637.5T | 6.91% | |
| 7 | GEGENERAL ELECTRIC CO | 4,302,970 | $549.2T | 5.95% | |
| 8 | GOOGALPHABET INC | 3,463,507 | $488.1T | 5.29% | |
| 9 | FISVFISERV INC | 3,448,283 | $458.1T | 4.96% | |
| 10 | FCNCAFIRST CTZNS BANCSHARES INC N | 303,079 | $430.1T | 4.66% | |
| 11 | BKNGBOOKING HOLDINGS INC | 107,803 | $382.4T | 4.14% | |
| 12 | RNRRENAISSANCERE HLDGS LTD | 1,641,540 | $321.7T | 3.49% | |
| 13 | IBNICICI BANK LIMITED | 12,320,210 | $293.7T | 3.18% | |
| 14 | GEHCGE HEALTHCARE TECHNOLOGIES I | 3,496,512 | $270.4T | 2.93% | |
| 15 | HLTHILTON WORLDWIDE HLDGS INC | 1,302,371 | $237.1T | 2.57% | |
| 16 | CVECENOVUS ENERGY INC | 14,193,051 | $236.3T | 2.56% | |
| 17 | RHCRH PLC | 3,393,265 | $234.7T | 2.54% | |
| 18 | MAMASTERCARD INCORPORATED | 538,004 | $229.5T | 2.49% | |
| 19 | HDBHDFC BANK LTD | 2,823,924 | $189.5T | 2.05% | |
| 20 | SLBSCHLUMBERGER LTD | 3,295,155 | $171.5T | 1.86% | |
| 21 | ACGLARCH CAP GROUP LTD | 1,997,278 | $148.3T | 1.61% | |
| 22 | SHELSHELL PLC | 1,173,260 | $77.2T | 0.84% |