Filed: 7/21/2026ACC: 0001581811-26-000007
📋 What this filing means
EGERTON CAPITAL (UK) LLP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $10.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$10.35B
Total AUM (reported)
70.49M
Total Shares
Allocation by class
COM$4.42B42.7%
COM CL A$2.47B23.9%
CL A$1.21B11.7%
CAP STK CL C$1.16B11.2%
ORD$469.07M4.5%
COMMON STOCK NEW$238.76M2.3%
SPONSORED ADS$215.92M2.1%
Portfolio Concentration
Top 3$3.48B33.7%
4–10$4.38B42.4%
11–25$2.48B24.0%
Top 3 weight
33.7%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 70.49M
Sole
Full voting authority
70.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
VISA INC
DFNDShares4.26M
TypeSH
Market value$1.46B
14.13%
Sole
4.26M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares3.29M
TypeSH
Market value$1.16B
11.24%
Sole
3.29M
Shared
0.00
None
0.00
AMPHENOL CORP
DFNDShares4.87M
TypeSH
Market value$858.09M
8.29%
Sole
4.87M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares3.57M
TypeSH
Market value$851.69M
8.23%
Sole
3.57M
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares1.70M
TypeSH
Market value$771.88M
7.46%
Sole
1.70M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares3.42M
TypeSH
Market value$683.90M
6.61%
Sole
3.42M
Shared
0.00
None
0.00
MEDLINE INC
DFNDShares16.47M
TypeSH
Market value$649.61M
6.28%
Sole
16.47M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares1.97M
TypeSH
Market value$581.67M
5.62%
Sole
1.97M
Shared
0.00
None
0.00
CRH PLC
DFNDShares4.38M
TypeSH
Market value$469.07M
4.53%
Sole
4.38M
Shared
0.00
None
0.00
APPLIED MATLS INC
DFNDShares521.07K
TypeSH
Market value$376.73M
3.64%
Sole
521.07K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
DFNDShares4.13M
TypeSH
Market value$359.42M
3.47%
Sole
4.13M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
DFNDShares7.56M
TypeSH
Market value$312.30M
3.02%
Sole
7.56M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
DFNDShares1.01M
TypeSH
Market value$238.76M
2.31%
Sole
1.01M
Shared
0.00
None
0.00
EQUIFAX INC
DFNDShares1.48M
TypeSH
Market value$235.09M
2.27%
Sole
1.48M
Shared
0.00
None
0.00
EMBRAER S.A.
DFNDShares3.38M
TypeSH
Market value$215.92M
2.09%
Sole
3.38M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares363.49K
TypeSH
Market value$186.69M
1.80%
Sole
363.49K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO
DFNDShares1.09M
TypeSH
Market value$170.11M
1.64%
Sole
1.09M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares2.32M
TypeSH
Market value$167.39M
1.62%
Sole
2.32M
Shared
0.00
None
0.00
LINDE PLC
DFNDShares300.85K
TypeSH
Market value$156.13M
1.51%
Sole
300.85K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDS INC NEW
DFNDShares925.39K
TypeSH
Market value$148.45M
1.43%
Sole
925.39K
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares351.92K
TypeSH
Market value$143.32M
1.38%
Sole
351.92K
Shared
0.00
None
0.00
VISTRA CORP
DFNDShares485.25K
TypeSH
Market value$76.98M
0.74%
Sole
485.25K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
DFNDShares2.63M
TypeSH
Market value$71.97M
0.70%
Sole
2.63M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCDFND | COM CL A | 4.26M | SH | $1.46B 14.13% | 4.26M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 3.29M | SH | $1.16B 11.24% | 3.29M | 0.00 | 0.00 |
AMPHENOL CORPDFND | CL A | 4.87M | SH | $858.09M 8.29% | 4.87M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 3.57M | SH | $851.69M 8.23% | 3.57M | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 1.70M | SH | $771.88M 7.46% | 1.70M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.42M | SH | $683.90M 6.61% | 3.42M | 0.00 | 0.00 |
MEDLINE INCDFND | COM CL A | 16.47M | SH | $649.61M 6.28% | 16.47M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 1.97M | SH | $581.67M 5.62% | 1.97M | 0.00 | 0.00 |
CRH PLCDFND | ORD | 4.38M | SH | $469.07M 4.53% | 4.38M | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 521.07K | SH | $376.73M 3.64% | 521.07K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INDFND | COM CL A | 4.13M | SH | $359.42M 3.47% | 4.13M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWDFND | COM | 7.56M | SH | $312.30M 3.02% | 7.56M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCDFND | COMMON STOCK NEW | 1.01M | SH | $238.76M 2.31% | 1.01M | 0.00 | 0.00 |
EQUIFAX INCDFND | COM | 1.48M | SH | $235.09M 2.27% | 1.48M | 0.00 | 0.00 |
EMBRAER S.A.DFND | SPONSORED ADS | 3.38M | SH | $215.92M 2.09% | 3.38M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 363.49K | SH | $186.69M 1.80% | 363.49K | 0.00 | 0.00 |
LAMAR ADVERTISING CODFND | CL A | 1.09M | SH | $170.11M 1.64% | 1.09M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 2.32M | SH | $167.39M 1.62% | 2.32M | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 300.85K | SH | $156.13M 1.51% | 300.85K | 0.00 | 0.00 |
ARMSTRONG WORLD INDS INC NEWDFND | COM | 925.39K | SH | $148.45M 1.43% | 925.39K | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 351.92K | SH | $143.32M 1.38% | 351.92K | 0.00 | 0.00 |
VISTRA CORPDFND | COM | 485.25K | SH | $76.98M 0.74% | 485.25K | 0.00 | 0.00 |
RIOT PLATFORMS INCDFND | COM | 2.63M | SH | $71.97M 0.70% | 2.63M | 0.00 | 0.00 |