Egerton Capital (UK) LLP Q2 2018 Filing
Filed August 7, 2018
Portfolio Value
$13.1T
Holdings
31
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TWENTY FIRST CENTY FOX INC | 26,833,499 | $1.3T | 10.20% | |
| 2 | MSFTMICROSOFT CORP | 7,444,214 | $734.1B | 5.61% | |
| 3 | PXGBXPRAXAIR INC | 4,277,482 | $676.5B | 5.17% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 2,749,772 | $674.6B | 5.16% | |
| 5 | SPGIS&P GLOBAL INC | 3,279,421 | $668.6B | 5.11% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 3,506,268 | $650.5B | 4.97% | |
| 7 | ADBEADOBE SYS INC | 2,395,418 | $584.0B | 4.47% | |
| 8 | GOOGALPHABET INC | 522,661 | $583.1B | 4.46% | |
| 9 | EAELECTRONIC ARTS INC | 4,041,717 | $570.0B | 4.36% | |
| 10 | BACBANK AMER CORP | 19,842,384 | $559.4B | 4.28% | |
| 11 | ATVIEURACTIVISION BLIZZARD INC | 7,286,230 | $556.1B | 4.25% | |
| 12 | SCHWSCHWAB CHARLES CORP NEW | 10,671,657 | $545.3B | 4.17% | |
| 13 | CP.TOCANADIAN PAC RY LTD | 2,792,805 | $511.1B | 3.91% | |
| 14 | UNPUNION PAC CORP | 3,279,188 | $464.6B | 3.55% | |
| 15 | CSXCSX CORP | 6,909,844 | $440.7B | 3.37% | |
| 16 | METAFACEBOOK INC | 2,254,063 | $438.0B | 3.35% | |
| 17 | WYNNWYNN RESORTS LTD | 2,240,740 | $375.0B | 2.87% | |
| 18 | BKNGBOOKING HLDGS INC | 165,438 | $335.4B | 2.56% | |
| 19 | MAMASTERCARD INCORPORATED | 1,595,167 | $313.5B | 2.40% | |
| 20 | CRMSALESFORCE COM INC | 2,027,107 | $276.5B | 2.11% | |
| 21 | TSTENARIS S A | 6,810,741 | $247.8B | 1.90% | |
| 22 | GDDYGODADDY INC | 3,228,049 | $227.9B | 1.74% | |
| 23 | STZCONSTELLATION BRANDS INC | 960,790 | $210.3B | 1.61% | |
| 24 | CITCINTAS CORP | 995,287 | $184.2B | 1.41% | |
| 25 | TRUTRANSUNION | 2,440,560 | $174.8B | 1.34% | |
| 26 | WPWORLDPAY INC | 2,076,163 | $169.8B | 1.30% | |
| 27 | —LABORATORY CORP AMER HLDGS | 841,025 | $151.0B | 1.15% | |
| 28 | NTRNUTRIEN LTD | 2,660,527 | $144.7B | 1.11% | |
| 29 | DWDMORGAN STANLEY | 2,628,323 | $124.6B | 0.95% | |
| 30 | AMATAPPLIED MATLS INC | 2,373,671 | $109.6B | 0.84% | |
| 31 | BXMTBLACKSTONE MTG TR INC | 1,301,535 | $40.9B | 0.31% |