Egerton Capital (UK) LLP Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$9.7T
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,844,066 | $917.3B | 9.41% | |
| 2 | AMZNAMAZON COM INC | 3,337,385 | $732.2B | 7.51% | |
| 3 | PGRPROGRESSIVE CORP | 2,637,961 | $704.0B | 7.22% | |
| 4 | VVISA INC | 1,910,315 | $678.3B | 6.96% | |
| 5 | CRSCARPENTER TECHNOLOGY CORP | 1,909,067 | $527.6B | 5.41% | |
| 6 | COFCAPITAL ONE FINL CORP | 2,333,642 | $496.5B | 5.09% | |
| 7 | FERGFERGUSON ENTERPRISES INC | 2,233,326 | $486.3B | 4.99% | |
| 8 | IBKRINTERACTIVE BROKERS GROUP IN | 8,056,844 | $446.4B | 4.58% | |
| 9 | CMECME GROUP INC | 1,522,936 | $419.8B | 4.31% | |
| 10 | RHCRH PLC | 4,570,564 | $419.6B | 4.30% | |
| 11 | FLUTFLUTTER ENTMT PLC | 1,449,911 | $414.3B | 4.25% | |
| 12 | METAMETA PLATFORMS INC | 551,295 | $406.9B | 4.17% | |
| 13 | ACGLARCH CAP GROUP LTD | 4,240,966 | $386.1B | 3.96% | |
| 14 | CPCANADIAN PACIFIC KANSAS CITY | 4,557,181 | $361.2B | 3.71% | |
| 15 | GEGE AEROSPACE | 1,261,839 | $324.8B | 3.33% | |
| 16 | APHAMPHENOL CORP NEW | 3,168,473 | $312.9B | 3.21% | |
| 17 | LPLALPL FINL HLDGS INC | 832,516 | $312.2B | 3.20% | |
| 18 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,051,434 | $296.1B | 3.04% | |
| 19 | MAMASTERCARD INCORPORATED | 420,046 | $236.0B | 2.42% | |
| 20 | ICEINTERCONTINENTAL EXCHANGE IN | 1,079,911 | $198.1B | 2.03% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 1,640,956 | $176.3B | 1.81% | |
| 22 | FCNCAFIRST CTZNS BANCSHARES INC N | 89,010 | $174.1B | 1.79% | |
| 23 | GOOGALPHABET INC | 965,393 | $171.3B | 1.76% | |
| 24 | ARMKARAMARK | 2,829,545 | $118.5B | 1.22% | |
| 25 | BLDRBUILDERS FIRSTSOURCE INC | 262,628 | $30.6B | 0.31% |