Egerton Capital (UK) LLP Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$8.6B
Holdings
22
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 16,513,775 | $1.2T | 14261.26% | |
| 2 | VVISA INC | 3,343,194 | $769.0B | 8924.60% | |
| 3 | METAMETA PLATFORMS INC | 2,264,375 | $679.8B | 7889.58% | |
| 4 | GOOGALPHABET INC | 4,577,055 | $603.5B | 7004.00% | |
| 5 | SLBSCHLUMBERGER LTD | 9,837,492 | $573.5B | 6656.30% | |
| 6 | CNRCANADIAN NATL RY CO | 5,169,679 | $560.0B | 6499.69% | |
| 7 | MAMASTERCARD INCORPORATED | 1,266,934 | $501.6B | 5821.44% | |
| 8 | FCNCAFIRST CTZNS BANCSHARES INC N | 339,721 | $468.8B | 5441.42% | |
| 9 | CVECENOVUS ENERGY INC | 22,387,388 | $466.1B | 5409.59% | |
| 10 | GEGENERAL ELECTRIC CO | 3,833,676 | $423.8B | 4918.74% | |
| 11 | MSFTMICROSOFT CORP | 1,300,909 | $410.8B | 4767.28% | |
| 12 | FISVFISERV INC | 3,539,368 | $399.8B | 4640.14% | |
| 13 | BKNGBOOKING HOLDINGS INC | 122,586 | $378.0B | 4387.62% | |
| 14 | RNRRENAISSANCERE HLDGS LTD | 1,406,203 | $278.3B | 3230.11% | |
| 15 | IBNICICI BANK LIMITED | 8,543,487 | $197.5B | 2292.46% | |
| 16 | HDBHDFC BANK LTD | 2,813,851 | $166.0B | 1927.11% | |
| 17 | ACGLARCH CAP GROUP LTD | 1,498,795 | $119.5B | 1386.54% | |
| 18 | HLTHILTON WORLDWIDE HLDGS INC | 639,907 | $96.1B | 1115.34% | |
| 19 | KKRKKR & CO INC | 1,394,577 | $85.9B | 997.01% | |
| 20 | REEVEREST GROUP LTD | 223,093 | $82.9B | 962.32% | |
| 21 | AMZNAMAZON COM INC | 501,926 | $63.8B | 740.51% | |
| 22 | SHELSHELL PLC | 972,755 | $62.6B | 726.82% |