Back to Egerton Capital (UK) LLP
Q2 2026 13F filing
Updated 51 days ago23 disclosed positions worth $10.4B
Portfolio value
$10.4B
Total holdings
23
New positions
5
Closed positions
6
Increased
13
Decreased
5
Turnover
47.8%
Filed
2026-07-21
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V V VISA INC | $1.5B | 4.26M | 14.13% | Added(+3.7%) |
| 2 | G GOOGN ALPHABET INC | $1.2B | 3.29M | 11.24% | Trimmed(-4.9%) |
| 3 | A APH AMPHENOL CORP | $858.1M | 4.87M | 8.29% | Added(+69.5%) |
| 4 | A AMZN AMAZON COM INC | $851.7M | 3.57M | 8.23% | Added(+51.2%) |
| 5 | M MCO MOODYS CORP | $771.9M | 1.70M | 7.46% | Added(+10.3%) |
| 6 | N NVDA NVIDIA CORPORATION | $683.9M | 3.42M | 6.61% | Added(+27.8%) |
| 7 | M MDLN MEDLINE INC | $649.6M | 16.47M | 6.28% | Added(+277.3%) |
| 8 | V VMC VULCAN MATLS CO | $581.7M | 1.97M | 5.62% | Added(+11.4%) |
| 9 | ? N/A CRH PLC | $469.1M | 4.38M | 4.53% | Added(+58.9%) |
| 10 | A AMAT APPLIED MATLS INC | $376.7M | 521.1K | 3.64% | — |
| 11 | I IBKR INTERACTIVE BROKERS GROUP IN | $359.4M | 4.13M | 3.47% | Trimmed(-34.2%) |
| 12 | D DVN DEVON ENERGY CORP NEW | $312.3M | 7.56M | 3.02% | Added(+15.8%) |
| 13 | F FERG FERGUSON ENTERPRISES INC | $238.8M | 1.01M | 2.31% | Added(+58.6%) |
| 14 | E EFX EQUIFAX INC | $235.1M | 1.48M | 2.27% | — |
| 15 | E EMBJ EMBRAER S.A. | $215.9M | 3.38M | 2.09% | Added(+13.8%) |
| 16 | M MA MASTERCARD INCORPORATED | $186.7M | 363.5K | 1.80% | Trimmed(-20.9%) |
| 17 | L LAMR LAMAR ADVERTISING CO | $170.1M | 1.09M | 1.64% | Added(+0.2%) |
| 18 | U UBER UBER TECHNOLOGIES INC | $167.4M | 2.32M | 1.62% | Trimmed(-50.1%) |
| 19 | L LIN LINDE PLC | $156.1M | 300.9K | 1.51% | Trimmed(-71.8%) |
| 20 | A AWI ARMSTRONG WORLD INDS INC NEW | $148.5M | 925.4K | 1.43% | Added(+106.5%) |
| 21 | S SPGI S&P GLOBAL INC | $143.3M | 351.9K | 1.38% | — |
| 22 | V VST VISTRA CORP | $77M | 485.3K | 0.74% | — |
| 23 | ? N/A RIOT PLATFORMS INC | $72M | 2.63M | 0.70% | — |