Back to Egerton Capital (UK) LLP
Q3 2026 13F filing
Updated 16 days ago23 disclosed positions worth $9.8B
Portfolio value
$9.8B
Total holdings
23
New positions
4
Closed positions
4
Increased
9
Decreased
10
Turnover
34.8%
Filed
2026-10-20
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VISA INC | $1.5B | 4.08M | 14.93% | Trimmed(-4.3%) |
| 2 | A AMAZON COM INC | $1.2B | 4.71M | 11.96% | Added(+31.9%) |
| 3 | A AMPHENOL CORP | $902.7M | 10.71M | 9.19% | Added(+120.0%) |
| 4 | N NVIDIA CORPORATION | $854.6M | 3.74M | 8.70% | Added(+9.5%) |
| 5 | M MOODYS CORP | $743.5M | 1.64M | 7.57% | Trimmed(-3.9%) |
| 6 | G ALPHABET INC | $715.3M | 2.10M | 7.28% | Trimmed(-36.2%) |
| 7 | D DEVON ENERGY CORP NEW | $498.6M | 10.83M | 5.08% | Added(+43.3%) |
| 8 | M MEDLINE INC | $460.9M | 13.28M | 4.69% | Trimmed(-19.4%) |
| 9 | S S&P GLOBAL INC | $311.8M | 790.4K | 3.17% | Added(+124.6%) |
| 10 | R CRH PLC | $300.7M | 3.63M | 3.06% | Trimmed(-17.2%) |
| 11 | I INTERACTIVE BROKERS GROUP IN | $270M | 3.16M | 2.75% | Trimmed(-23.5%) |
| 12 | V VULCAN MATLS CO | $246.6M | 1.01M | 2.51% | Trimmed(-48.9%) |
| 13 | E EMBRAER S.A. | $244.2M | 3.24M | 2.49% | Trimmed(-4.2%) |
| 14 | F FERGUSON ENTERPRISES INC | $236M | 1.06M | 2.40% | Added(+5.4%) |
| 15 | I INTERCONTINENTAL EXCHANGE IN | $223.1M | 1.47M | 2.27% | — |
| 16 | M MASTERCARD INCORPORATED | $191.7M | 347.7K | 1.95% | Trimmed(-4.3%) |
| 17 | L LINDE PLC | $190.8M | 401.9K | 1.94% | Added(+33.6%) |
| 18 | A ARMSTRONG WORLD INDS INC NEW | $160.9M | 993.3K | 1.64% | Added(+7.3%) |
| 19 | M META PLATFORMS INC | $139.9M | 192.9K | 1.42% | — |
| 20 | T THERMO FISHER SCIENTIFIC INC | $133.8M | 198.2K | 1.36% | — |
| 21 | V VISTRA CORP | $131.6M | 951.0K | 1.34% | Added(+96.0%) |
| 22 | L LAMAR ADVERTISING CO | $125M | 867.6K | 1.27% | Trimmed(-20.4%) |
| 23 | D DISNEY WALT CO | $97.9M | 933.1K | 1.00% | — |