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Size ($ in 1000's)
At 09/30/2025: $9,481,831
At 06/30/2025: $9,747,356
Combined Holding Report Includes:
Egerton Capital UK LLP
Egerton Capital US LP
Egerton Capital UK LLP AUM history
Egerton Capital UK LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Egerton Capital UK LLP 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Egerton Capital UK LLP top holdings by largest position size, as per the latest 13f filing made by Egerton Capital UK LLP.
In the Egerton Capital UK LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Egerton Capital UK LLP in that top holding, then the share count change between reporting periods, and finally the Egerton Capital UK LLP top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
1,810,788 |
-33,278 |
$937,898 | | MSFT | 1,810,788 | -33,278 | $937,898 | | AMAZON COM INC |
4,053,249 |
+715,864 |
$889,972 | | AMZN | 4,053,249 | +715,864 | $889,972 | | VISA INC |
2,383,373 |
+473,058 |
$813,636 | | V | 2,383,373 | +473,058 | $813,636 | | PROGRESSIVE CORP |
2,588,638 |
-49,323 |
$639,264 | | PGR | 2,588,638 | -49,323 | $639,264 | | FERGUSON ENTERPRISES INC |
2,600,224 |
+366,898 |
$583,958 | | FERG | 2,600,224 | +366,898 | $583,958 | | BOSTON SCIENTIFIC CORP |
5,312,504 |
+3,671,548 |
$518,660 | | BSX | 5,312,504 | +3,671,548 | $518,660 | | CRH PLC |
4,260,846 |
-309,718 |
$510,875 | | CRH | 4,260,846 | -309,718 | $510,875 | | AMPHENOL CORP NEW |
3,823,422 |
+654,949 |
$473,148 | | APH | 3,823,422 | +654,949 | $473,148 | | CAPITAL ONE FINL CORP |
2,077,839 |
-255,803 |
$441,707 | | COF | 2,077,839 | -255,803 | $441,707 | | INTERACTIVE BROKERS GROUP IN |
6,254,134 |
-1,802,710 |
$430,347 | | IBKR | 6,254,134 | -1,802,710 | $430,347 | | META PLATFORMS INC |
541,167 |
-10,128 |
$397,422 | | META | 541,167 | -10,128 | $397,422 | | SEAGATE TECHNOLOGY HLDNGS PL |
1,592,983 |
-458,451 |
$376,040 | | STX | 1,592,983 | -458,451 | $376,040 | | FLUTTER ENTMT PLC |
1,412,018 |
-37,893 |
$358,653 | | FLUT | 1,412,018 | -37,893 | $358,653 | | CARPENTER TECHNOLOGY CORP |
1,374,333 |
-534,734 |
$337,454 | | CRS | 1,374,333 | -534,734 | $337,454 | | CME GROUP INC |
1,184,788 |
-338,148 |
$320,118 | | CME | 1,184,788 | -338,148 | $320,118 | | ARCH CAP GROUP LTD |
3,507,882 |
-733,084 |
$318,270 | | ACGL | 3,507,882 | -733,084 | $318,270 | | MASTERCARD INCORPORATED |
460,155 |
+40,109 |
$261,741 | | MA | 460,155 | +40,109 | $261,741 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
1,036,199 |
-43,712 |
$174,579 | | ICE | 1,036,199 | -43,712 | $174,579 | | CANADIAN PACIFIC KANSAS CITY |
2,026,311 |
-2,530,870 |
$150,940 | | CP | 2,026,311 | -2,530,870 | $150,940 | | EMBRAER S.A. |
2,117,012 |
+2,117,012 |
$127,973 | | ERJ | 2,117,012 | +2,117,012 | $127,973 | | ARAMARK |
3,204,201 |
+374,656 |
$123,041 | | ARMK | 3,204,201 | +374,656 | $123,041 | | TRANSUNION |
1,465,050 |
+1,465,050 |
$122,742 | | TRU | 1,465,050 | +1,465,050 | $122,742 | | LAMAR ADVERTISING CO NEW |
723,857 |
+723,857 |
$88,615 | | LAMR | 723,857 | +723,857 | $88,615 |
See Full List: All Stocks Held By Egerton Capital UK LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Egerton Capital UK LLP
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