Filed: 10/20/2026ACC: 0001581811-26-000009
📋 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 $9.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$9.82B
Total AUM (reported)
70.34M
Total Shares
Allocation by class
COM$4.58B46.6%
COM CL A$2.20B22.4%
CL A$1.36B13.8%
CAP STK CL C$715.26M7.3%
ORD$300.67M3.1%
SPONSORED ADS$244.20M2.5%
COMMON STOCK NEW$236.02M2.4%
Portfolio Concentration
Top 3$3.54B36.1%
4–10$3.89B39.6%
11–25$2.39B24.4%
Top 3 weight
36.1%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 70.34M
Sole
Full voting authority
70.34M
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
DFNDShares4.08M
TypeSH
Market value$1.47B
14.93%
Sole
4.08M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares4.71M
TypeSH
Market value$1.17B
11.96%
Sole
4.71M
Shared
0.00
None
0.00
AMPHENOL CORP
DFNDShares10.71M
TypeSH
Market value$902.74M
9.19%
Sole
10.71M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares3.74M
TypeSH
Market value$854.59M
8.70%
Sole
3.74M
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares1.64M
TypeSH
Market value$743.52M
7.57%
Sole
1.64M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares2.10M
TypeSH
Market value$715.26M
7.28%
Sole
2.10M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
DFNDShares10.83M
TypeSH
Market value$498.59M
5.08%
Sole
10.83M
Shared
0.00
None
0.00
MEDLINE INC
DFNDShares13.28M
TypeSH
Market value$460.92M
4.69%
Sole
13.28M
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares790.36K
TypeSH
Market value$311.77M
3.17%
Sole
790.36K
Shared
0.00
None
0.00
CRH PLC
DFNDShares3.63M
TypeSH
Market value$300.67M
3.06%
Sole
3.63M
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
DFNDShares3.16M
TypeSH
Market value$269.99M
2.75%
Sole
3.16M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares1.01M
TypeSH
Market value$246.57M
2.51%
Sole
1.01M
Shared
0.00
None
0.00
EMBRAER S.A.
DFNDShares3.24M
TypeSH
Market value$244.20M
2.49%
Sole
3.24M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
DFNDShares1.06M
TypeSH
Market value$236.02M
2.40%
Sole
1.06M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
DFNDShares1.47M
TypeSH
Market value$223.10M
2.27%
Sole
1.47M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares347.69K
TypeSH
Market value$191.74M
1.95%
Sole
347.69K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares401.93K
TypeSH
Market value$190.78M
1.94%
Sole
401.93K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDS INC NEW
DFNDShares993.34K
TypeSH
Market value$160.85M
1.64%
Sole
993.34K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares192.86K
TypeSH
Market value$139.86M
1.42%
Sole
192.86K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares198.23K
TypeSH
Market value$133.81M
1.36%
Sole
198.23K
Shared
0.00
None
0.00
VISTRA CORP
DFNDShares951.01K
TypeSH
Market value$131.57M
1.34%
Sole
951.01K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO
DFNDShares867.59K
TypeSH
Market value$125.03M
1.27%
Sole
867.59K
Shared
0.00
None
0.00
DISNEY WALT CO
DFNDShares933.07K
TypeSH
Market value$97.88M
1.00%
Sole
933.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCDFND | COM CL A | 4.08M | SH | $1.47B 14.93% | 4.08M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 4.71M | SH | $1.17B 11.96% | 4.71M | 0.00 | 0.00 |
AMPHENOL CORPDFND | CL A | 10.71M | SH | $902.74M 9.19% | 10.71M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.74M | SH | $854.59M 8.70% | 3.74M | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 1.64M | SH | $743.52M 7.57% | 1.64M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 2.10M | SH | $715.26M 7.28% | 2.10M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWDFND | COM | 10.83M | SH | $498.59M 5.08% | 10.83M | 0.00 | 0.00 |
MEDLINE INCDFND | COM CL A | 13.28M | SH | $460.92M 4.69% | 13.28M | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 790.36K | SH | $311.77M 3.17% | 790.36K | 0.00 | 0.00 |
CRH PLCDFND | ORD | 3.63M | SH | $300.67M 3.06% | 3.63M | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INDFND | COM CL A | 3.16M | SH | $269.99M 2.75% | 3.16M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 1.01M | SH | $246.57M 2.51% | 1.01M | 0.00 | 0.00 |
EMBRAER S.A.DFND | SPONSORED ADS | 3.24M | SH | $244.20M 2.49% | 3.24M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCDFND | COMMON STOCK NEW | 1.06M | SH | $236.02M 2.40% | 1.06M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INDFND | COM | 1.47M | SH | $223.10M 2.27% | 1.47M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 347.69K | SH | $191.74M 1.95% | 347.69K | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 401.93K | SH | $190.78M 1.94% | 401.93K | 0.00 | 0.00 |
ARMSTRONG WORLD INDS INC NEWDFND | COM | 993.34K | SH | $160.85M 1.64% | 993.34K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 192.86K | SH | $139.86M 1.42% | 192.86K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 198.23K | SH | $133.81M 1.36% | 198.23K | 0.00 | 0.00 |
VISTRA CORPDFND | COM | 951.01K | SH | $131.57M 1.34% | 951.01K | 0.00 | 0.00 |
LAMAR ADVERTISING CODFND | CL A | 867.59K | SH | $125.03M 1.27% | 867.59K | 0.00 | 0.00 |
DISNEY WALT CODFND | COM | 933.07K | SH | $97.88M 1.00% | 933.07K | 0.00 | 0.00 |