Egerton Capital (Uk) LLP Top Holdings and 13F Report (2026) About Egerton Capital (Uk) LLPInvestment ActivityEgerton Capital (Uk) LLP has $9.82 billion in total holdings as of September 30, 2026.Egerton Capital (Uk) LLP owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 19.39% of the portfolio was purchased this quarter.About 19.32% of the portfolio was sold this quarter.This quarter, Egerton Capital (Uk) LLP has purchased 23 new stocks and bought additional shares in 9 stocks.Egerton Capital (Uk) LLP sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Visa $1,465,788,279Amazon.com $1,174,524,742Amphenol $902,744,506NVIDIA $854,591,337Moody's $743,522,526 Largest New Holdings this Quarter 45866F104 - Intercontinental Exchange $223,100,072 Holding30303M102 - Meta Platforms $139,858,215 Holding883556102 - Thermo Fisher Scientific $133,813,136 Holding254687106 - Walt Disney $97,879,358 Holding Largest Purchases this Quarter Amphenol 5,842,025 shares (about $492.48M)Amazon.com 1,140,719 shares (about $284.21M)Intercontinental Exchange 1,467,474 shares (about $223.10M)S&P Global 438,444 shares (about $172.95M)Devon Energy 3,271,332 shares (about $150.61M) Largest Sales this Quarter Alphabet 1,192,452 shares (about $406.32M)Vulcan Materials 963,782 shares (about $235.77M)MEDLINE INC 3,187,867 shares (about $110.62M)Interactive Brokers Group 968,712 shares (about $82.75M)Visa 185,425 shares (about $66.63M) 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 PortfolioSectorVVisa$1,465,788,279$66,628,765 ▼-4.3%4,079,22614.9%FinanceAMZNAmazon.com$1,174,524,742$284,210,139 ▲31.9%4,714,12712.0%Consumer DiscretionaryAPHAmphenol$902,744,506$492,482,708 ▲120.0%10,708,7139.2%TechnologyNVDANVIDIA$854,591,337$73,999,916 ▲9.5%3,741,9718.7%TechnologyMCOMoody's$743,522,526$30,418,990 ▼-3.9%1,637,2467.6%FinanceGOOGAlphabet$715,261,645$406,316,094 ▼-36.2%2,099,1427.3%Communication ServicesDVNDevon Energy$498,585,208$150,612,125 ▲43.3%10,829,3925.1%EnergyMEDLINE INC$460,920,690$110,618,985 ▼-19.4%13,283,0174.7%COM CL ASPGIS&P Global$311,774,887$172,953,005 ▲124.6%790,3643.2%FinanceCRH PLC$300,666,010$62,318,095 ▼-17.2%3,631,2323.1%ORDIBKRInteractive Brokers Group$269,987,336$82,747,379 ▼-23.5%3,160,7042.7%FinanceVMCVulcan Materials$246,565,513$235,769,991 ▼-48.9%1,007,9122.5%MaterialsEMBRAER S.A.$244,197,834$10,711,333 ▼-4.2%3,242,1382.5%SPONSORED ADSFERGUSON ENTERPRISES INC$236,022,392$12,061,329 ▲5.4%1,060,2032.4%COMMON STOCK NEWICEIntercontinental Exchange$223,100,072$223,100,072 ▲New Holding1,467,4742.3%FinanceMAMastercard$191,741,707$8,712,123 ▼-4.3%347,6922.0%FinanceLINDE PLC$190,777,024$47,976,673 ▲33.6%401,9321.9%SHSAWIArmstrong World Industries$160,852,194$11,003,144 ▲7.3%993,3441.6%IndustrialsMETAMeta Platforms$139,858,215$139,858,215 ▲New Holding192,8601.4%Communication ServicesTMOThermo Fisher Scientific$133,813,136$133,813,136 ▲New Holding198,2271.4%HealthcareVSTVistra$131,572,372$64,437,619 ▲96.0%951,0111.3%UtilitiesLAMRLamar Advertising$125,028,539$32,140,565 ▼-20.4%867,5911.3%Real EstateDISWalt Disney$97,879,358$97,879,358 ▲New Holding933,0731.0%Communication ServicesAMATApplied Materials$0$376,729,995 ▼-100.0%00.0%TechnologyEFXEquifax$0$235,094,159 ▼-100.0%00.0%IndustrialsUBERUber Technologies$0$167,385,800 ▼-100.0%00.0%IndustrialsRIOTRiot Platforms$0$71,974,655 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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