Egerton Capital (UK) LLP Q3 2020 Filing
Filed November 9, 2020
Portfolio Value
$16.2T
Holdings
35
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 2,324,370 | $1.5T | 8.97% | |
| 2 | CP.TOCANADIAN PAC RY LTD | 3,164,567 | $963.4B | 5.95% | |
| 3 | TMUST-MOBILE US INC | 7,690,801 | $879.5B | 5.43% | |
| 4 | MSFTMICROSOFT CORP | 4,084,234 | $859.0B | 5.31% | |
| 5 | METAFACEBOOK INC | 3,268,080 | $855.9B | 5.29% | |
| 6 | DHID R HORTON INC | 10,441,364 | $789.7B | 4.88% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 2,530,753 | $789.0B | 4.87% | |
| 8 | PYPLPAYPAL HLDGS INC | 3,721,145 | $733.2B | 4.53% | |
| 9 | AMZNAMAZON COM INC | 225,943 | $711.4B | 4.40% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 2,143,007 | $630.0B | 3.89% | |
| 11 | UNPUNION PAC CORP | 3,145,619 | $619.3B | 3.83% | |
| 12 | GOOGALPHABET INC | 363,962 | $534.9B | 3.30% | |
| 13 | MAMASTERCARD INCORPORATED | 1,574,036 | $532.3B | 3.29% | |
| 14 | GPNGLOBAL PMTS INC | 2,942,641 | $522.6B | 3.23% | |
| 15 | CMCSACOMCAST CORP NEW | 11,061,725 | $511.7B | 3.16% | |
| 16 | LINLINDE PLC | 2,102,417 | $500.6B | 3.09% | |
| 17 | NFLXNETFLIX INC | 937,592 | $468.8B | 2.90% | |
| 18 | LBEURL BRANDS INC | 14,543,036 | $462.6B | 2.86% | |
| 19 | VVISA INC | 2,114,311 | $422.8B | 2.61% | |
| 20 | MTCHMATCH GROUP INC NEW | 3,393,121 | $375.4B | 2.32% | |
| 21 | VMCVULCAN MATLS CO | 2,452,820 | $332.5B | 2.05% | |
| 22 | NBISYANDEX N V | 5,079,500 | $331.4B | 2.05% | |
| 23 | KKRKKR & CO INC | 7,745,491 | $266.0B | 1.64% | |
| 24 | BKNGBOOKING HOLDINGS INC | 150,726 | $257.8B | 1.59% | |
| 25 | PGRPROGRESSIVE CORP | 2,564,350 | $242.8B | 1.50% | |
| 26 | FISVFISERV INC | 2,190,709 | $225.8B | 1.39% | |
| 27 | MLMMARTIN MARIETTA MATLS INC | 920,500 | $216.6B | 1.34% | |
| 28 | SAMBOSTON BEER INC | 122,460 | $108.2B | 0.67% | |
| 29 | ATVIEURACTIVISION BLIZZARD INC | 1,326,175 | $107.4B | 0.66% | |
| 30 | EBAEBAY INC. | 1,992,807 | $103.8B | 0.64% | |
| 31 | TSCOTRACTOR SUPPLY CO | 702,140 | $100.6B | 0.62% | |
| 32 | BXMTBLACKSTONE MTG TR INC | 3,972,692 | $87.3B | 0.54% | |
| 33 | BXBLACKSTONE GROUP INC | 1,530,953 | $79.9B | 0.49% | |
| 34 | NVRNVR INC | 19,447 | $79.4B | 0.49% | |
| 35 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 421,953 | $34.2B | 0.21% |