Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Egerton Capital (UK) LLP (CIK 1581811) reported $9.01B across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($1.24B, 13.79%), GOOG ($992.4M, 11.01%), MCO ($674.3M, 7.48%), LIN ($529.7M, 5.88%), CRS ($524.6M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $1.24B | 13.79% | 4.1M | Added |
| 2 | GOOG | ALPHABET INC | $992.4M | 11.01% | 3.5M | Added |
| 3 | MCO | MOODYS CORP | $674.3M | 7.48% | 1.5M | Added |
| 4 | LIN | LINDE PLC | $529.7M | 5.88% | 1.1M | New |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | $524.6M | 5.82% | 1.3M | Trimmed |
| 6 | AMZN | AMAZON COM INC | $492.2M | 5.46% | 2.4M | Trimmed |
| 7 | VMC | VULCAN MATLS CO | $481.8M | 5.35% | 1.8M | Added |
| 8 | NVDA | NVIDIA CORPORATION | $466.5M | 5.18% | 2.7M | New |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | $420.9M | 4.67% | 6.3M | Trimmed |
| 10 | APH | AMPHENOL CORP | $362.8M | 4.03% | 2.9M | Trimmed |
| 11 | CME | CME GROUP INC | $349.4M | 3.88% | 1.2M | Added |
| 12 | UBER | UBER TECHNOLOGIES INC | $334.6M | 3.71% | 4.7M | Added |
| 13 | DVN | DEVON ENERGY CORP NEW | $328.3M | 3.64% | 6.5M | New |
| 14 | CRH | CRH PLC | $290.1M | 3.22% | 2.8M | Added |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | $277.1M | 3.07% | 5.7M | New |
| 16 | MA | MASTERCARD INCORPORATED | $229.7M | 2.55% | 459,652 | Added |
| 17 | MEDLINE INC | $194.3M | 2.16% | 4.4M | New | |
| 18 | ERJ | EMBRAER S.A. | $176.6M | 1.96% | 3.0M | Trimmed |
| 19 | FERG | FERGUSON ENTERPRISES INC | $147.9M | 1.64% | 634,258 | Trimmed |
| 20 | LAMR | LAMAR ADVERTISING CO | $137.9M | 1.53% | 1.1M | Added |
| 21 | ACGL | ARCH CAP GROUP LTD | $107.2M | 1.19% | 1.1M | New |
| 22 | RNR | RENAISSANCERE HLDGS LTD | $94.3M | 1.05% | 317,308 | Trimmed |
| 23 | NYT | NEW YORK TIMES CO MTN BE | $81.4M | 0.90% | 971,884 | Trimmed |
| 24 | AWI | ARMSTRONG WORLD INDS INC NEW | $73.8M | 0.82% | 448,036 | New |
| 25 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31