Egerton Capital (UK) LLP Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$13.5T
Holdings
27
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TWENTY FIRST CENTY FOX INC | 36,097,499 | $1.7T | 12.41% | |
| 2 | UNPUNION PAC CORP | 7,962,988 | $1.3T | 9.62% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 2,731,830 | $890.2B | 6.61% | |
| 4 | MSFTMICROSOFT CORP | 7,755,330 | $887.0B | 6.58% | |
| 5 | ADBEADOBE SYS INC | 2,988,528 | $806.8B | 5.99% | |
| 6 | CSXCSX CORP | 10,618,756 | $786.3B | 5.83% | |
| 7 | GOOGALPHABET INC | 523,997 | $625.4B | 4.64% | |
| 8 | ATVIEURACTIVISION BLIZZARD INC | 7,497,311 | $623.7B | 4.63% | |
| 9 | SPGIS&P GLOBAL INC | 3,165,265 | $618.5B | 4.59% | |
| 10 | CP.TOCANADIAN PAC RY LTD | 2,799,861 | $593.4B | 4.40% | |
| 11 | PXGBXPRAXAIR INC | 3,493,722 | $561.5B | 4.17% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 1,520,811 | $404.6B | 3.00% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 2,335,720 | $384.8B | 2.86% | |
| 14 | WYNNWYNN RESORTS LTD | 2,969,041 | $377.2B | 2.80% | |
| 15 | BACBANK AMER CORP | 11,913,680 | $351.0B | 2.60% | |
| 16 | SCHWSCHWAB CHARLES CORP NEW | 6,493,542 | $319.2B | 2.37% | |
| 17 | TSTENARIS S A | 9,216,695 | $308.9B | 2.29% | |
| 18 | WPWORLDPAY INC | 2,801,192 | $283.7B | 2.10% | |
| 19 | GDDYGODADDY INC | 3,236,792 | $269.9B | 2.00% | |
| 20 | KKRKKR & CO INC | 9,764,618 | $266.3B | 1.98% | |
| 21 | NTRNUTRIEN LTD | 4,423,300 | $255.2B | 1.89% | |
| 22 | TRUTRANSUNION | 3,407,123 | $250.7B | 1.86% | |
| 23 | MAMASTERCARD INCORPORATED | 990,275 | $220.4B | 1.64% | |
| 24 | CRMSALESFORCE COM INC | 945,959 | $150.4B | 1.12% | |
| 25 | CITCINTAS CORP | 647,981 | $128.2B | 0.95% | |
| 26 | SNPSSYNOPSYS INC | 1,022,200 | $100.8B | 0.75% | |
| 27 | BXMTBLACKSTONE MTG TR INC | 1,304,798 | $43.7B | 0.32% |