13F HOLDINGS REPORT
Egerton Capital (UK) LLP
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001581811-25-000010
Total Value
$9.48B
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,810,788 | $937.9M | 9.89% |
| 2 | AMAZON COM INC | AMZN | 4,053,249 | $890.0M | 9.39% |
| 3 | VISA INC | V | 2,383,373 | $813.6M | 8.58% |
| 4 | PROGRESSIVE CORP | 743315103 | 2,588,638 | $639.3M | 6.74% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 2,600,224 | $584.0M | 6.16% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 5,312,504 | $518.7M | 5.47% |
| 7 | CRH PLC | CRH | 4,260,846 | $510.9M | 5.39% |
| 8 | AMPHENOL CORP NEW | 032095101 | 3,823,422 | $473.1M | 4.99% |
| 9 | CAPITAL ONE FINL CORP | 14040H105 | 2,077,839 | $441.7M | 4.66% |
| 10 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 6,254,134 | $430.3M | 4.54% |
| 11 | META PLATFORMS INC | META | 541,167 | $397.4M | 4.19% |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,592,983 | $376.0M | 3.97% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 1,412,018 | $358.7M | 3.78% |
| 14 | CARPENTER TECHNOLOGY CORP | CRS | 1,374,333 | $337.5M | 3.56% |
| 15 | CME GROUP INC | CME | 1,184,788 | $320.1M | 3.38% |
| 16 | ARCH CAP GROUP LTD | G0450A105 | 3,507,882 | $318.3M | 3.36% |
| 17 | MASTERCARD INCORPORATED | MA | 460,155 | $261.7M | 2.76% |
| 18 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,036,199 | $174.6M | 1.84% |
| 19 | CANADIAN PACIFIC KANSAS CITY | CP | 2,026,311 | $150.9M | 1.59% |
| 20 | EMBRAER S.A. | EMBJ | 2,117,012 | $128.0M | 1.35% |
| 21 | ARAMARK | ARMK | 3,204,201 | $123.0M | 1.30% |
| 22 | TRANSUNION | TRU | 1,465,050 | $122.7M | 1.29% |
| 23 | LAMAR ADVERTISING CO NEW | LAMR | 723,857 | $88.6M | 0.93% |
| 24 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 47,384 | $84.8M | 0.89% |