§ 13F · FUND PROFILE
Egerton Capital (UK) LLP.
AUM · $10.4B (13F)Positions · 23Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$904M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 4.26M | $1.5B | 14.1% | +4% |
| 2 | GOOG | ALPHABET INC | 3.29M | $1.2B | 11.2% | −5% |
| 3 | APH | AMPHENOL CORP | 4.87M | $858M | 8.3% | +69% |
| 4 | AMZN | AMAZON COM INC | 3.57M | $852M | 8.2% | +51% |
| 5 | MCO | MOODYS CORP | 1.70M | $772M | 7.5% | +10% |
| 6 | NVDA | NVIDIA CORPORATION | 3.42M | $684M | 6.6% | +28% |
| 7 | MDLN | MEDLINE INC | 16.47M | $650M | 6.3% | +277% |
| 8 | VMC | VULCAN MATLS CO | 1.97M | $582M | 5.6% | +11% |
| 9 | CRH | CRH PLC | 4.38M | $469M | 4.5% | +59% |
| 10 | AMAT | APPLIED MATLS INC | 521K | $377M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EGERTON SIGNAL
AC read
Egerton Capital (UK) LLP is a Other fund managing $10.4 billion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →