Egerton Capital (UK) LLP Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$8.6B
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,758,009 | $741.0B | 8569.65% | |
| 2 | PGRPROGRESSIVE CORP | 2,827,156 | $677.4B | 7834.28% | |
| 3 | AMZNAMAZON COM INC | 2,408,143 | $528.3B | 6110.03% | |
| 4 | CPCANADIAN PACIFIC KANSAS CITY | 7,076,635 | $512.1B | 5922.84% | |
| 5 | FLUTFLUTTER ENTMT PLC | 1,877,383 | $485.2B | 5611.44% | |
| 6 | FISVFISERV INC | 2,324,599 | $477.5B | 5522.49% | |
| 7 | METAMETA PLATFORMS INC | 801,442 | $469.3B | 5426.89% | |
| 8 | GEGE AEROSPACE | 2,404,557 | $401.1B | 4638.20% | |
| 9 | RHCRH PLC | 4,328,892 | $400.5B | 4631.88% | |
| 10 | ACGLARCH CAP GROUP LTD | 3,987,972 | $368.3B | 4259.25% | |
| 11 | GEHCGE HEALTHCARE TECHNOLOGIES I | 4,572,382 | $357.5B | 4134.12% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 1,848,173 | $326.5B | 3776.16% | |
| 13 | RNRRENAISSANCERE HLDGS LTD | 1,294,662 | $322.1B | 3725.36% | |
| 14 | GOOGALPHABET INC | 1,479,505 | $281.8B | 3258.51% | |
| 15 | COFCAPITAL ONE FINL CORP | 1,565,495 | $279.2B | 3228.47% | |
| 16 | VVISA INC | 862,868 | $272.7B | 3153.78% | |
| 17 | CMECME GROUP INC | 964,421 | $224.0B | 2590.18% | |
| 18 | LLYELI LILLY & CO | 280,981 | $216.9B | 2508.64% | |
| 19 | FCNCAFIRST CTZNS BANCSHARES INC N | 102,516 | $216.6B | 2505.18% | |
| 20 | MAMASTERCARD INCORPORATED | 388,726 | $204.7B | 2367.25% | |
| 21 | IBNICICI BANK LIMITED | 6,385,876 | $190.7B | 2205.23% | |
| 22 | EMBJEMBRAER S.A. | 3,634,426 | $133.3B | 1541.73% | |
| 23 | LADLITHIA MTRS INC | 316,845 | $113.2B | 1309.73% | |
| 24 | ICEINTERCONTINENTAL EXCHANGE IN | 733,307 | $109.3B | 1263.71% | |
| 25 | LPLALPL FINL HLDGS INC | 257,710 | $84.1B | 973.13% | |
| 26 | HDBHDFC BANK LTD | 1,140,511 | $72.8B | 842.31% | |
| 27 | BKNGBOOKING HOLDINGS INC | 12,235 | $60.8B | 703.02% | |
| 28 | ARMKARAMARK | 1,159,072 | $43.2B | 500.13% | |
| 29 | MLMMARTIN MARIETTA MATLS INC | 82,276 | $42.5B | 491.46% | |
| 30 | HHHHOWARD HUGHES HOLDINGS INC | 443,963 | $34.1B | 394.94% |