Egerton Capital (Uk) LLP Top Holdings and 13F Report (2025) About Egerton Capital (Uk) LLPInvestment ActivityEgerton Capital (Uk) LLP has $8.67 billion in total holdings as of March 31, 2025.Egerton Capital (Uk) LLP owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 20.53% of the portfolio was purchased this quarter.About 20.34% of the portfolio was sold this quarter.This quarter, Egerton Capital (Uk) LLP has purchased 30 new stocks and bought additional shares in 14 stocks.Egerton Capital (Uk) LLP sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $803,252,415Progressive $786,437,244Fiserv $525,905,762Microsoft $498,718,003FLUTTER ENTMT PLC $486,035,061 Largest New Holdings this Quarter 144285103 - Carpenter Technology $329,726,764 Holding032095101 - Amphenol $115,610,443 Holding Largest Purchases this Quarter Amazon.com 1,813,724 shares (about $345.08M)Carpenter Technology 1,819,885 shares (about $329.73M)CME Group 765,773 shares (about $203.15M)LPL Financial 613,555 shares (about $200.72M)Eli Lilly and Company 211,827 shares (about $174.95M) Largest Sales this Quarter Canadian Pacific Kansas City 2,911,090 shares (about $204.39M)GE Aerospace 907,203 shares (about $181.58M)Microsoft 429,476 shares (about $161.22M)Capital One Financial 673,836 shares (about $120.82M)ICICI Bank 1,354,572 shares (about $42.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEgerton Capital (Uk) LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$803,252,415$345,079,128 ▲75.3%4,221,8679.3%Retail/WholesalePGRProgressive$786,437,244$13,676,175 ▼-1.7%2,778,8329.1%FinanceFIFiserv$525,905,762$12,564,565 ▲2.4%2,381,4966.1%Business ServicesMSFTMicrosoft$498,718,003$161,220,996 ▼-24.4%1,328,5335.8%Computer and TechnologyFLUTTER ENTMT PLC$486,035,061$70,100,857 ▲16.9%2,193,7945.6%SHSCMECME Group$459,003,166$203,151,919 ▲79.4%1,730,1945.3%FinanceMETAMeta Platforms$427,921,364$33,997,747 ▼-7.4%742,4554.9%Computer and TechnologyACGLArch Capital Group$415,999,371$32,436,224 ▲8.5%4,325,2174.8%FinanceLLYEli Lilly and Company$407,015,055$174,950,037 ▲75.4%492,8084.7%MedicalCRH PLC$372,221,831$8,590,798 ▼-2.3%4,231,2364.3%ORDVVisa$336,085,883$33,685,164 ▲11.1%958,9853.9%Business ServicesCRSCarpenter Technology$329,726,764$329,726,764 ▲New Holding1,819,8853.8%Basic MaterialsIBKRInteractive Brokers Group$303,686,927$2,352,040 ▼-0.8%1,833,9693.5%FinanceGEGE Aerospace$299,695,403$181,576,680 ▼-37.7%1,497,3543.5%IndustrialsCPCanadian Pacific Kansas City$292,462,914$204,387,629 ▼-41.1%4,165,5453.4%TransportationLPLALPL Financial$285,025,632$200,718,383 ▲238.1%871,2653.3%FinanceGOOGAlphabet$260,233,561$29,090,495 ▲12.6%1,665,7083.0%Computer and TechnologyFCNCAFirst Citizens BancShares$231,344,115$41,267,149 ▲21.7%124,7732.7%FinanceMAMastercard$208,406,735$4,661,761 ▼-2.2%380,2212.4%Business ServicesICEIntercontinental Exchange$189,994,778$63,499,320 ▲50.2%1,101,4192.2%FinanceCOFCapital One Financial$159,874,459$120,818,795 ▼-43.0%891,6591.8%FinanceIBNICICI Bank$158,586,702$42,696,109 ▼-21.2%5,031,3041.8%FinanceAPHAmphenol$115,610,443$115,610,443 ▲New Holding1,762,6231.3%Computer and TechnologyHOWARD HUGHES HOLDINGS INC$88,621,015$55,732,236 ▲169.5%1,196,2881.0%COMMLMMartin Marietta Materials$79,053,058$39,714,434 ▲101.0%165,3380.9%ConstructionHDBHDFC Bank$74,179,795$1,595,756 ▼-2.1%1,116,4930.9%FinanceARMKAramark$71,633,350$31,622,184 ▲79.0%2,075,1260.8%Business ServicesGEHCGE HealthCare Technologies$0$357,468,825 ▼-100.0%00.0%MedicalRNRRenaissanceRe$0$322,124,852 ▼-100.0%00.0%FinanceERJEmbraer$0$133,310,746 ▼-100.0%00.0%AerospaceLADLithia Motors$0$113,249,908 ▼-100.0%00.0%Retail/WholesaleBKNGBooking$0$60,788,619 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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