Egerton Capital·CIK 1581811
31
Positions
$20.1B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| 3 | AMZN | 6.29% | $1,265,270,000 | ▲ +1.4% |
| 4 | CPXXXX | 7.53% | $1,513,794,000 | ▲ +0.8% |
| 5 | CHTR | 6.26% | $1,258,319,000 | ▲ +0.7% |
| 6 | ADI | 1.55% | $311,484,000 | ▲ +0.9% |
| 7 | SHOP | 1.40% | $281,277,000 | ▲ +0.8% |
| 8 | UNH | 4.19% | $842,767,000 | ▲ +0.5% |
| 9 | CSX | 5.09% | $1,024,894,000 | ▲ +0.3% |
| 10 | FCNCA | 0.58% | $115,726,000 | NEW |
| 11 | CIT | 0.57% | $114,566,000 | NEW |
| 12 | BEKE | 0.56% | $112,353,000 | NEW |
| 13 | V | 5.08% | $1,021,759,000 | ▲ +0.2% |
| 14 | KKR | 2.16% | $433,866,000 | ▲ +0.3% |
| 15 | PYPL | 2.17% | $437,399,000 | ▲ +0.3% |
| 16 | CMCSA | 2.88% | $578,439,000 | ▲ +0.2% |
| 17 | TMUS | 4.79% | $962,891,000 | ▲ +0% |