Egerton Capital (UK) LLP Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$9.3B
Holdings
25
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 17,587,143 | $1.4T | 14605.46% | |
| 2 | CNRCANADIAN NATL RY CO | 8,710,030 | $1.0T | 11090.71% | |
| 3 | VVISA INC | 4,184,668 | $943.5B | 10183.53% | |
| 4 | FCNCAFIRST CTZNS BANCSHARES INC N | 603,018 | $586.8B | 6333.67% | |
| 5 | SLBSCHLUMBERGER LTD | 9,905,496 | $486.4B | 5249.59% | |
| 6 | CVECENOVUS ENERGY INC | 25,134,420 | $438.8B | 4736.75% | |
| 7 | FISVFISERV INC | 3,499,199 | $395.5B | 4269.04% | |
| 8 | MSFTMICROSOFT CORP | 1,327,478 | $382.7B | 4130.85% | |
| 9 | METAMETA PLATFORMS INC | 1,755,537 | $372.1B | 4015.97% | |
| 10 | MAMASTERCARD INCORPORATED | 999,181 | $363.1B | 3919.30% | |
| 11 | TECK/BTECK RESOURCES LTD | 9,936,175 | $362.7B | 3914.53% | |
| 12 | ADIANALOG DEVICES INC | 1,796,504 | $354.3B | 3824.25% | |
| 13 | AMATAPPLIED MATLS INC | 2,722,141 | $334.4B | 3608.96% | |
| 14 | GOOGALPHABET INC | 2,892,080 | $300.8B | 3246.47% | |
| 15 | LOWLOWES COS INC | 1,119,576 | $223.9B | 2416.49% | |
| 16 | LPLALPL FINL HLDGS INC | 1,019,727 | $206.4B | 2227.72% | |
| 17 | KKRKKR & CO INC | 3,851,728 | $202.3B | 2183.47% | |
| 18 | BKNGBOOKING HOLDINGS INC | 72,543 | $192.4B | 2076.84% | |
| 19 | IBNICICI BANK LIMITED | 7,644,873 | $165.0B | 1780.69% | |
| 20 | HDBHDFC BANK LTD | 2,347,386 | $156.5B | 1689.21% | |
| 21 | REEVEREST RE GROUP LTD | 406,646 | $145.6B | 1571.41% | |
| 22 | RNRRENAISSANCERE HLDGS LTD | 623,152 | $124.8B | 1347.50% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 106,751 | $61.5B | 664.11% | |
| 24 | LINLINDE PLC | 119,255 | $42.4B | 457.51% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 89,364 | $42.2B | 455.84% |