Egerton Capital (UK) LLP Q2 2017 Filing
Filed July 28, 2017
Portfolio Value
$10.0B
Holdings
31
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 3,080,627 | $1.0T | 10403.10% | |
| 2 | CMCSACOMCAST CORP NEW | 21,531,346 | $838.0B | 8401.00% | |
| 3 | SPGIS&P GLOBAL INC | 4,163,964 | $607.9B | 6094.21% | |
| 4 | ATVIEURACTIVISION BLIZZARD INC | 9,917,066 | $570.9B | 5723.56% | |
| 5 | AMATAPPLIED MATLS INC | 13,734,934 | $567.4B | 5688.12% | |
| 6 | STZCONSTELLATION BRANDS INC | 2,717,567 | $526.5B | 5277.94% | |
| 7 | MAMASTERCARD INCORPORATED | 3,923,766 | $476.5B | 4777.35% | |
| 8 | LUVSOUTHWEST AIRLS CO | 7,592,802 | $471.8B | 4730.00% | |
| 9 | SCHWSCHWAB CHARLES CORP NEW | 10,721,871 | $460.6B | 4617.66% | |
| 10 | MLMMARTIN MARIETTA MATLS INC | 1,967,865 | $438.0B | 4391.05% | |
| 11 | BACBANK AMER CORP | 16,592,052 | $402.5B | 4035.32% | |
| 12 | PXGBXPRAXAIR INC | 2,729,517 | $361.8B | 3627.04% | |
| 13 | JPMJPMORGAN CHASE & CO | 3,407,571 | $311.5B | 3122.33% | |
| 14 | METAFACEBOOK INC | 1,873,245 | $282.8B | 2835.32% | |
| 15 | MSFTMICROSOFT CORP | 3,968,166 | $273.5B | 2742.12% | |
| 16 | ALKALASKA AIR GROUP INC | 2,952,345 | $265.0B | 2656.66% | |
| 17 | AABAUSDALTABA INC | 4,859,286 | $264.7B | 2653.98% | |
| 18 | EWEDWARDS LIFESCIENCES CORP | 1,842,059 | $217.8B | 2183.51% | |
| 19 | CP.TOCANADIAN PAC RY LTD | 1,329,343 | $213.8B | 2143.08% | |
| 20 | MHKMOHAWK INDS INC | 855,589 | $206.8B | 2073.05% | |
| 21 | HDBHDFC BANK LTD | 2,255,115 | $196.1B | 1966.19% | |
| 22 | AVGOBROADCOM LTD | 701,564 | $163.5B | 1639.09% | |
| 23 | DWDMORGAN STANLEY | 3,306,055 | $147.3B | 1476.87% | |
| 24 | ADBEADOBE SYS INC | 997,743 | $141.1B | 1414.75% | |
| 25 | ALLEALLEGION PUB LTD CO | 1,264,263 | $102.6B | 1028.14% | |
| 26 | GOOGALPHABET INC | 106,044 | $96.4B | 966.07% | |
| 27 | TRUTRANSUNION | 2,129,642 | $92.2B | 924.66% | |
| 28 | EQIXEQUINIX INC | 193,331 | $83.0B | 831.78% | |
| 29 | OPTUALTICE USA INC | 2,000,000 | $64.6B | 647.62% | |
| 30 | BXMTBLACKSTONE MTG TR INC | 1,503,795 | $47.5B | 476.39% | |
| 31 | AONAON PLC | 339,177 | $45.1B | 452.07% |