Egerton Capital (UK) LLP Q4 2023 Filing
Filed February 12, 2024
Portfolio Value
$9.2B
Holdings
22
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 3,668,500 | $955.1B | 10345.35% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 11,400,216 | $901.3B | 9762.69% | |
| 3 | AMZNAMAZON COM INC | 4,649,234 | $706.4B | 7651.61% | |
| 4 | CNRCANADIAN NATL RY CO | 5,308,268 | $666.9B | 7223.46% | |
| 5 | MSFTMICROSOFT CORP | 1,720,966 | $647.2B | 7009.80% | |
| 6 | METAMETA PLATFORMS INC | 1,801,045 | $637.5B | 6905.22% | |
| 7 | GEGENERAL ELECTRIC CO | 4,302,970 | $549.2B | 5948.68% | |
| 8 | GOOGALPHABET INC | 3,463,507 | $488.1B | 5287.12% | |
| 9 | FISVFISERV INC | 3,448,283 | $458.1B | 4961.70% | |
| 10 | FCNCAFIRST CTZNS BANCSHARES INC N | 303,079 | $430.1B | 4658.31% | |
| 11 | BKNGBOOKING HOLDINGS INC | 107,803 | $382.4B | 4142.07% | |
| 12 | RNRRENAISSANCERE HLDGS LTD | 1,641,540 | $321.7B | 3485.02% | |
| 13 | IBNICICI BANK LIMITED | 12,320,210 | $293.7B | 3181.43% | |
| 14 | GEHCGE HEALTHCARE TECHNOLOGIES I | 3,496,512 | $270.4B | 2928.37% | |
| 15 | HLTHILTON WORLDWIDE HLDGS INC | 1,302,371 | $237.1B | 2568.73% | |
| 16 | CVECENOVUS ENERGY INC | 14,193,051 | $236.3B | 2559.70% | |
| 17 | RHCRH PLC | 3,393,265 | $234.7B | 2541.98% | |
| 18 | MAMASTERCARD INCORPORATED | 538,004 | $229.5B | 2485.50% | |
| 19 | HDBHDFC BANK LTD | 2,823,924 | $189.5B | 2052.76% | |
| 20 | SLBSCHLUMBERGER LTD | 3,295,155 | $171.5B | 1857.42% | |
| 21 | ACGLARCH CAP GROUP LTD | 1,997,278 | $148.3B | 1606.75% | |
| 22 | SHELSHELL PLC | 1,173,260 | $77.2B | 836.21% |