13F HOLDINGS REPORT
Egerton Capital (UK) LLP
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001581811-25-000007
Total Value
$9.75B
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,844,066 | $917.3M | 9.41% |
| 2 | AMAZON COM INC | AMZN | 3,337,385 | $732.2M | 7.51% |
| 3 | PROGRESSIVE CORP | 743315103 | 2,637,961 | $704.0M | 7.22% |
| 4 | VISA INC | V | 1,910,315 | $678.3M | 6.96% |
| 5 | CARPENTER TECHNOLOGY CORP | CRS | 1,909,067 | $527.6M | 5.41% |
| 6 | CAPITAL ONE FINL CORP | 14040H105 | 2,333,642 | $496.5M | 5.09% |
| 7 | FERGUSON ENTERPRISES INC | FERG | 2,233,326 | $486.3M | 4.99% |
| 8 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 8,056,844 | $446.4M | 4.58% |
| 9 | CME GROUP INC | CME | 1,522,936 | $419.8M | 4.31% |
| 10 | CRH PLC | CRH | 4,570,564 | $419.6M | 4.30% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 1,449,911 | $414.3M | 4.25% |
| 12 | META PLATFORMS INC | META | 551,295 | $406.9M | 4.17% |
| 13 | ARCH CAP GROUP LTD | G0450A105 | 4,240,966 | $386.1M | 3.96% |
| 14 | CANADIAN PACIFIC KANSAS CITY | CP | 4,557,181 | $361.2M | 3.71% |
| 15 | GE AEROSPACE | 369604301 | 1,261,839 | $324.8M | 3.33% |
| 16 | AMPHENOL CORP NEW | 032095101 | 3,168,473 | $312.9M | 3.21% |
| 17 | LPL FINL HLDGS INC | 50212V100 | 832,516 | $312.2M | 3.20% |
| 18 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 2,051,434 | $296.1M | 3.04% |
| 19 | MASTERCARD INCORPORATED | MA | 420,046 | $236.0M | 2.42% |
| 20 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,079,911 | $198.1M | 2.03% |
| 21 | BOSTON SCIENTIFIC CORP | BSX | 1,640,956 | $176.3M | 1.81% |
| 22 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 89,010 | $174.1M | 1.79% |
| 23 | ALPHABET INC | GOOG | 965,393 | $171.3M | 1.76% |
| 24 | ARAMARK | ARMK | 2,829,545 | $118.5M | 1.22% |
| 25 | BUILDERS FIRSTSOURCE INC | BLDR | 262,628 | $30.6M | 0.31% |