Egerton Capital·CIK 1581811
33
Positions
$14.0B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| NEW |
| 3 | NFLX | 3.20% | $447,611,000 | ▲ +2.6% |
| 4 | FISV | 6.39% | $891,979,000 | ▲ +2.5% |
| 5 | HDB | 1.96% | $273,269,000 | NEW |
| 6 | IBN | 1.53% | $213,057,000 | NEW |
| 7 | TMO | 2.17% | $303,577,000 | ▲ +1.5% |
| 8 | BABA | 7.83% | $1,094,051,000 | ▲ +1.2% |
| 9 | ADBE | 4.42% | $616,638,000 | ▲ +1% |
| 10 | AVTR | 0.96% | $133,623,000 | NEW |
| 11 | MO | 0.77% | $107,431,000 | NEW |
| 12 | RTN | 0.76% | $105,484,000 | NEW |
| 13 | MSFT | 6.03% | $841,981,000 | ▲ +0.4% |
| 14 | MTCH | 0.42% | $59,127,000 | NEW |
| 15 | LKNCY | 0.32% | $44,245,000 | NEW |
| 16 | MA | 3.10% | $433,445,000 | ▲ +0.2% |
| 17 | DHI | 3.66% | $511,686,000 | ▲ +0.1% |
| 18 | VMC | 3.94% | $550,655,000 | ▲ +0.1% |
| 19 | CHTR | 8.00% | $1,117,753,000 | ▲ +0.1% |