Egerton Capital·CIK 1581811
33
Positions
$14.0B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| NEW |
| 3 | GOOG | 6.94% | $969,077,000 | NEW |
| 4 | BABA | 6.63% | $925,170,000 | NEW |
| 5 | MSFT | 5.61% | $782,731,000 | NEW |
| 6 | CPXXXX | 5.60% | $782,085,000 | NEW |
| 7 | BX | 4.40% | $614,329,000 | NEW |
| 8 | FISV | 3.93% | $548,470,000 | NEW |
| 9 | VMC | 3.84% | $535,780,000 | NEW |
| 10 | DHI | 3.54% | $494,031,000 | NEW |
| 11 | ADBE | 3.45% | $481,343,000 | NEW |
| 12 | MLM | 3.41% | $475,556,000 | NEW |
| 13 | SPGI | 3.36% | $469,744,000 | NEW |
| 14 | TIF | 3.24% | $452,361,000 | NEW |
| 15 | AXP | 2.99% | $417,947,000 | NEW |
| 16 | WYNN | 2.92% | $407,086,000 | NEW |
| 17 | MA | 2.90% | $404,330,000 | NEW |
| 18 | TDG | 2.85% | $397,893,000 | NEW |
| 19 | META | 2.49% | $347,699,000 | NEW |
| 20 | CRM | 2.03% | $283,020,000 | NEW |
| 21 | AMZN | 1.89% | $264,518,000 | NEW |
| 22 | TS | 1.78% | $248,619,000 | NEW |
| 23 | IQV | 1.61% | $225,322,000 | NEW |
| 24 | OPTU | 1.45% | $201,825,000 | NEW |
| 25 | ADSK | 1.40% | $194,839,000 | NEW |
| 26 | KKR | 1.22% | $170,316,000 | NEW |
| 27 | EFX | 1.06% | $147,976,000 | NEW |
| 28 | SNPS | 0.88% | $122,607,000 | NEW |
| 29 | WWE | 0.67% | $93,765,000 | NEW |
| 30 | TMO | 0.66% | $91,855,000 | NEW |
| 31 | GDDY | 0.64% | $89,075,000 | NEW |
| 32 | NFLX | 0.56% | $78,682,000 | NEW |
| 33 | ARMK | 0.20% | $27,676,000 | NEW |