13F HOLDINGS REPORT
Egerton Capital (UK) LLP
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001581811-26-000002
Total Value
$9.20B
Positions
23
Other Managers
1
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 5,892,496 | $1.36B | 14.78% |
| 2 | VISA INC | V | 3,270,999 | $1.15B | 12.47% |
| 3 | MICROSOFT CORP | MSFT | 1,748,656 | $845.7M | 9.19% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 5,385,084 | $513.5M | 5.58% |
| 5 | CAPITAL ONE FINL CORP | 14040H105 | 2,069,130 | $501.5M | 5.45% |
| 6 | AMPHENOL CORP NEW | 032095101 | 3,707,911 | $501.1M | 5.45% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 1,553,012 | $489.0M | 5.31% |
| 8 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 6,939,581 | $446.3M | 4.85% |
| 9 | MOODYS CORP | MCO | 773,409 | $395.1M | 4.29% |
| 10 | ALPHABET INC | GOOG | 1,078,768 | $338.5M | 3.68% |
| 11 | CME GROUP INC | CME | 1,179,792 | $322.2M | 3.50% |
| 12 | CRH PLC | CRH | 2,261,060 | $282.2M | 3.07% |
| 13 | VULCAN MATLS CO | 929160109 | 960,173 | $273.9M | 2.98% |
| 14 | MASTERCARD INCORPORATED | MA | 458,342 | $261.7M | 2.84% |
| 15 | WYNN RESORTS LTD | WYNN | 2,069,751 | $249.1M | 2.71% |
| 16 | FERGUSON ENTERPRISES INC | FERG | 1,008,314 | $224.5M | 2.44% |
| 17 | UBER TECHNOLOGIES INC | UBER | 2,681,172 | $219.1M | 2.38% |
| 18 | EMBRAER S.A. | EMBJ | 3,278,140 | $211.0M | 2.29% |
| 19 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 729,325 | $200.8M | 2.18% |
| 20 | RENAISSANCERE HLDGS LTD | RNR-PG | 490,626 | $137.9M | 1.50% |
| 21 | NEW YORK TIMES CO | NYT | 1,410,003 | $97.9M | 1.06% |
| 22 | LAMAR ADVERTISING CO NEW | LAMR | 722,083 | $91.4M | 0.99% |
| 23 | LPL FINL HLDGS INC | 50212V100 | 254,813 | $91.0M | 0.99% |