Egerton Capital (UK) LLP Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$8.7B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 4,221,867 | $803.3B | 9268.23% | |
| 2 | PGRPROGRESSIVE CORP | 2,778,832 | $786.4B | 9074.21% | |
| 3 | FISVFISERV INC | 2,381,496 | $525.9B | 6068.10% | |
| 4 | MSFTMICROSOFT CORP | 1,328,533 | $498.7B | 5754.40% | |
| 5 | FLUTFLUTTER ENTMT PLC | 2,193,794 | $486.0B | 5608.06% | |
| 6 | CMECME GROUP INC | 1,730,194 | $459.0B | 5296.15% | |
| 7 | METAMETA PLATFORMS INC | 742,455 | $427.9B | 4937.52% | |
| 8 | ACGLARCH CAP GROUP LTD | 4,325,217 | $416.0B | 4799.96% | |
| 9 | LLYELI LILLY & CO | 492,808 | $407.0B | 4696.29% | |
| 10 | RHCRH PLC | 4,231,236 | $372.2B | 4294.84% | |
| 11 | VVISA INC | 958,985 | $336.1B | 3877.89% | |
| 12 | CRSCARPENTER TECHNOLOGY CORP | 1,819,885 | $329.7B | 3804.51% | |
| 13 | IBKRINTERACTIVE BROKERS GROUP IN | 1,833,969 | $303.7B | 3504.05% | |
| 14 | GEGE AEROSPACE | 1,497,354 | $299.7B | 3458.00% | |
| 15 | CPCANADIAN PACIFIC KANSAS CITY | 4,165,545 | $292.5B | 3374.55% | |
| 16 | LPLALPL FINL HLDGS INC | 871,265 | $285.0B | 3288.73% | |
| 17 | GOOGALPHABET INC | 1,665,708 | $260.2B | 3002.67% | |
| 18 | FCNCAFIRST CTZNS BANCSHARES INC N | 124,773 | $231.3B | 2669.34% | |
| 19 | MAMASTERCARD INCORPORATED | 380,221 | $208.4B | 2404.68% | |
| 20 | ICEINTERCONTINENTAL EXCHANGE IN | 1,101,419 | $190.0B | 2192.23% | |
| 21 | COFCAPITAL ONE FINL CORP | 891,659 | $159.9B | 1844.69% | |
| 22 | IBNICICI BANK LIMITED | 5,031,304 | $158.6B | 1829.83% | |
| 23 | APHAMPHENOL CORP NEW | 1,762,623 | $115.6B | 1333.96% | |
| 24 | HHHHOWARD HUGHES HOLDINGS INC | 1,196,288 | $88.6B | 1022.54% | |
| 25 | MLMMARTIN MARIETTA MATLS INC | 165,338 | $79.1B | 912.14% | |
| 26 | HDBHDFC BANK LTD | 1,116,493 | $74.2B | 855.91% | |
| 27 | ARMKARAMARK | 2,075,126 | $71.6B | 826.53% |