13F HOLDINGS REPORT
Egerton Capital (UK) LLP
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001581811-25-000005
Total Value
$8.67B
Positions
27
Other Managers
1
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 4,221,867 | $803.3M | 9.27% |
| 2 | PROGRESSIVE CORP | 743315103 | 2,778,832 | $786.4M | 9.07% |
| 3 | FISERV INC | FISV | 2,381,496 | $525.9M | 6.07% |
| 4 | MICROSOFT CORP | MSFT | 1,328,533 | $498.7M | 5.75% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 2,193,794 | $486.0M | 5.61% |
| 6 | CME GROUP INC | CME | 1,730,194 | $459.0M | 5.30% |
| 7 | META PLATFORMS INC | META | 742,455 | $427.9M | 4.94% |
| 8 | ARCH CAP GROUP LTD | G0450A105 | 4,325,217 | $416.0M | 4.80% |
| 9 | ELI LILLY & CO | LLY | 492,808 | $407.0M | 4.70% |
| 10 | CRH PLC | CRH | 4,231,236 | $372.2M | 4.29% |
| 11 | VISA INC | V | 958,985 | $336.1M | 3.88% |
| 12 | CARPENTER TECHNOLOGY CORP | CRS | 1,819,885 | $329.7M | 3.80% |
| 13 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,833,969 | $303.7M | 3.50% |
| 14 | GE AEROSPACE | 369604301 | 1,497,354 | $299.7M | 3.46% |
| 15 | CANADIAN PACIFIC KANSAS CITY | CP | 4,165,545 | $292.5M | 3.37% |
| 16 | LPL FINL HLDGS INC | 50212V100 | 871,265 | $285.0M | 3.29% |
| 17 | ALPHABET INC | GOOG | 1,665,708 | $260.2M | 3.00% |
| 18 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 124,773 | $231.3M | 2.67% |
| 19 | MASTERCARD INCORPORATED | MA | 380,221 | $208.4M | 2.40% |
| 20 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,101,419 | $190.0M | 2.19% |
| 21 | CAPITAL ONE FINL CORP | 14040H105 | 891,659 | $159.9M | 1.84% |
| 22 | ICICI BANK LIMITED | IBN | 5,031,304 | $158.6M | 1.83% |
| 23 | AMPHENOL CORP NEW | 032095101 | 1,762,623 | $115.6M | 1.33% |
| 24 | HOWARD HUGHES HOLDINGS INC | HHH | 1,196,288 | $88.6M | 1.02% |
| 25 | MARTIN MARIETTA MATLS INC | 573284106 | 165,338 | $79.1M | 0.91% |
| 26 | HDFC BANK LTD | HDB | 1,116,493 | $74.2M | 0.86% |
| 27 | ARAMARK | ARMK | 2,075,126 | $71.6M | 0.83% |