Egerton Capital·CIK 1581811
26
Positions
$9.7B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| NEW |
| 3 | MSFT | 6.58% | $636,373,000 | ▲ +0.5% |
| 4 | CHTR | 9.43% | $912,467,000 | ▲ +1.4% |
| 5 | META | 4.26% | $412,514,000 | ▲ +2.3% |
| 6 | C | 1.30% | $125,596,000 | NEW |
| 7 | MTCH | 1.76% | $170,310,000 | ▲ +1.3% |
| 8 | PGR | 1.14% | $110,321,000 | NEW |
| 9 | ADBE | 5.23% | $506,438,000 | ▲ +0.8% |
| 10 | NFLX | 5.72% | $553,671,000 | ▲ +2.5% |
| 11 | LB | 0.92% | $88,641,000 | NEW |
| 12 | MO | 0.80% | $77,726,000 | ▲ +0% |
| 13 | GOOG | 5.03% | $486,201,000 | ▲ +1.4% |
| 14 | KKR | 1.23% | $119,314,000 | ▲ +0.4% |
| 15 | CPXXXX | 7.26% | $702,349,000 | ▲ +2.3% |