Egerton Capital·CIK 1581811
35
Positions
$19.0B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| 3 | MTCH | 1.41% | $267,790,000 | ▼ -1.4% |
| 4 | GPN | 3.23% | $613,854,000 | ▼ -1.3% |
| 5 | NVR | 0.58% | $110,853,000 | ▼ -0.7% |
| 6 | HWM | 0.64% | $113,322,000 | SOLD |
| 7 | TMUS | 4.77% | $904,781,000 | ▼ -0.9% |
| 8 | CHTR | 5.57% | $1,057,521,000 | ▼ -0.9% |
| 9 | VMC | 0.88% | $167,315,000 | ▼ -0.5% |
| 10 | SHOP | 0.62% | $117,132,000 | ▼ -0.5% |
| 11 | STNE | 1.18% | $224,794,000 | ▼ -0.5% |
| 12 | AVY | 0.33% | $57,647,000 | SOLD |
| 13 | MLM | 0.32% | $60,539,000 | ▼ -0.3% |
| 14 | OPTU | 1.21% | $229,269,000 | ▼ -0.3% |
| 15 | CMCSA | 2.69% | $511,374,000 | ▼ -0.5% |
| 16 | NFLX | 4.24% | $804,831,000 | ▼ -0.4% |
| 17 | V | 4.85% | $921,433,000 | ▼ -0.3% |
| 18 | NBIS | 1.71% | $325,435,000 | ▼ -0.1% |
| 19 | ADI | 0.61% | $115,088,000 | ▼ -0.1% |