Egerton Capital (UK) LLP Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$9.5T
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,810,788 | $937.9B | 9.89% | |
| 2 | AMZNAMAZON COM INC | 4,053,249 | $890.0B | 9.39% | |
| 3 | VVISA INC | 2,383,373 | $813.6B | 8.58% | |
| 4 | PGRPROGRESSIVE CORP | 2,588,638 | $639.3B | 6.74% | |
| 5 | FERGFERGUSON ENTERPRISES INC | 2,600,224 | $584.0B | 6.16% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 5,312,504 | $518.7B | 5.47% | |
| 7 | RHCRH PLC | 4,260,846 | $510.9B | 5.39% | |
| 8 | APHAMPHENOL CORP NEW | 3,823,422 | $473.1B | 4.99% | |
| 9 | COFCAPITAL ONE FINL CORP | 2,077,839 | $441.7B | 4.66% | |
| 10 | IBKRINTERACTIVE BROKERS GROUP IN | 6,254,134 | $430.3B | 4.54% | |
| 11 | METAMETA PLATFORMS INC | 541,167 | $397.4B | 4.19% | |
| 12 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,592,983 | $376.0B | 3.97% | |
| 13 | FLUTFLUTTER ENTMT PLC | 1,412,018 | $358.7B | 3.78% | |
| 14 | CRSCARPENTER TECHNOLOGY CORP | 1,374,333 | $337.5B | 3.56% | |
| 15 | CMECME GROUP INC | 1,184,788 | $320.1B | 3.38% | |
| 16 | ACGLARCH CAP GROUP LTD | 3,507,882 | $318.3B | 3.36% | |
| 17 | MAMASTERCARD INCORPORATED | 460,155 | $261.7B | 2.76% | |
| 18 | ICEINTERCONTINENTAL EXCHANGE IN | 1,036,199 | $174.6B | 1.84% | |
| 19 | CPCANADIAN PACIFIC KANSAS CITY | 2,026,311 | $150.9B | 1.59% | |
| 20 | EMBJEMBRAER S.A. | 2,117,012 | $128.0B | 1.35% | |
| 21 | ARMKARAMARK | 3,204,201 | $123.0B | 1.30% | |
| 22 | TRUTRANSUNION | 1,465,050 | $122.7B | 1.29% | |
| 23 | LAMRLAMAR ADVERTISING CO NEW | 723,857 | $88.6B | 0.93% | |
| 24 | FCNCAFIRST CTZNS BANCSHARES INC D | 47,384 | $84.8B | 0.89% |