Egerton Capital (UK) LLP Q4 2022 Filing
Filed February 7, 2023
Portfolio Value
$11.6B
Holdings
21
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 20,333,183 | $1.5T | 13050.79% | |
| 2 | CNRCANADIAN NATL RY CO | 10,981,983 | $1.3T | 11234.16% | |
| 3 | SCHWSCHWAB CHARLES CORP | 9,498,276 | $790.8B | 6805.06% | |
| 4 | VVISA INC | 3,783,314 | $786.0B | 6763.71% | |
| 5 | GOOGALPHABET INC | 8,252,943 | $732.3B | 6301.30% | |
| 6 | MAMASTERCARD INCORPORATED | 2,001,206 | $695.9B | 5988.04% | |
| 7 | SLBSCHLUMBERGER LTD | 11,013,635 | $588.8B | 5066.53% | |
| 8 | MSFTMICROSOFT CORP | 2,427,056 | $582.1B | 5008.60% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,064,026 | $564.1B | 4854.30% | |
| 10 | CVECENOVUS ENERGY INC | 28,728,187 | $557.6B | 4798.27% | |
| 11 | FCNCAFIRST CTZNS BANCSHARES INC N | 710,382 | $538.7B | 4635.73% | |
| 12 | LOWLOWES COS INC | 2,278,825 | $454.0B | 3906.96% | |
| 13 | BKNGBOOKING HOLDINGS INC | 216,818 | $436.9B | 3759.95% | |
| 14 | TECK/BTECK RESOURCES LTD | 11,396,059 | $431.0B | 3708.75% | |
| 15 | ADIANALOG DEVICES INC | 1,968,657 | $322.9B | 2778.72% | |
| 16 | LPLALPL FINL HLDGS INC | 1,228,244 | $265.5B | 2284.71% | |
| 17 | AMATAPPLIED MATLS INC | 2,469,856 | $240.5B | 2069.63% | |
| 18 | CSXCSX CORP | 7,574,429 | $234.7B | 2019.21% | |
| 19 | IBNICICI BANK LIMITED | 10,214,980 | $223.6B | 1924.13% | |
| 20 | KKRKKR & CO INC | 4,407,842 | $204.6B | 1760.69% | |
| 21 | REEVEREST RE GROUP LTD | 449,301 | $148.8B | 1280.77% |