Egerton Capital (UK) LLP Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$9.2B

Holdings

23

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
5,892,496$1.4T14783.06%
2
VVISA INC
3,270,999$1.1T12468.68%
3
MSFTMICROSOFT CORP
1,748,656$845.7B9191.80%
4
BSXBOSTON SCIENTIFIC CORP
5,385,084$513.5B5580.90%
5
COFCAPITAL ONE FINL CORP
2,069,130$501.5B5450.55%
6
APHAMPHENOL CORP NEW
3,707,911$501.1B5446.34%
7
CRSCARPENTER TECHNOLOGY CORP
1,553,012$488.9B5314.42%
8
IBKRINTERACTIVE BROKERS GROUP IN
6,939,581$446.3B4850.69%
9
MCOMOODYS CORP
773,409$395.1B4294.31%
10
GOOGALPHABET INC
1,078,768$338.5B3679.36%
11
CMECME GROUP INC
1,179,792$322.2B3501.76%
12
RHCRH PLC
2,261,060$282.2B3067.03%
13
VMCVULCAN MATLS CO
960,173$273.9B2976.60%
14
MAMASTERCARD INCORPORATED
458,342$261.7B2843.98%
15
WYNNWYNN RESORTS LTD
2,069,751$249.1B2706.97%
16
FERGFERGUSON ENTERPRISES INC
1,008,314$224.5B2439.89%
17
UBERUBER TECHNOLOGIES INC
2,681,172$219.1B2381.17%
18
EMBJEMBRAER S.A.
3,278,140$211.0B2293.51%
19
STXSEAGATE TECHNOLOGY HLDNGS PL
729,325$200.8B2183.03%
20
RNRRENAISSANCERE HLDGS LTD
490,626$137.9B1499.32%
21
NYTNEW YORK TIMES CO
1,410,003$97.9B1063.88%
22
LAMRLAMAR ADVERTISING CO NEW
722,083$91.4B993.44%
23
LPLALPL FINL HLDGS INC
254,813$91.0B989.20%