Egerton Capital (UK) LLP
CIK 1581811
13F filing for Q2 2026・No. 549
- Holdings
- US$10.35B
- Quarter change
- +US$1.34B
- Entries
- 23
- Net bought (estimate)
- +US$466.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 6
- Cut 5
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
23 stocks worth US$10.35B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VVISA INCCOM CL A | Added | 4,264,651 | US$1.46B | 14.13% |
| GOOGALPHABET INCCAP STK CL C | Cut | 3,291,594 | US$1.16B | 11.24% |
| APHAMPHENOL CORPCL A | Added | 4,866,688 | US$858.09M | 8.29% |
| AMZNAmazonCOM | Added | 3,573,408 | US$851.69M | 8.23% |
| MCOMOODYS CORPCOM | Added | 1,704,229 | US$771.88M | 7.46% |
| NVDANvidiaCOM | Added | 3,417,950 | US$683.9M | 6.61% |
| MDLNMEDLINE INCCOM CL A | Added | 16,470,884 | US$649.61M | 6.28% |
| VMCVULCAN MATLS COCOM | Added | 1,971,694 | US$581.67M | 5.62% |
| CRHCRH PLCORD | Added | 4,383,866 | US$469.07M | 4.53% |
| AMATAPPLIED MATLS INCCOM | New | 521,065 | US$376.73M | 3.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.