Egerton Capital·CIK 1581811
21
Positions
$11.6B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| 3 | AMZN | 2.45% | $315,038,000 | SOLD |
| 4 | LINXXXX | 2.29% | $294,977,000 | SOLD |
| 5 | GOOG | 6.30% | $732,283,632 | ▼ -1.4% |
| 6 | AMAT | 2.07% | $240,514,577 | ▼ -1.7% |
| 7 | TSM | 1.84% | $237,253,000 | SOLD |
| 8 | ADI | 2.78% | $322,918,808 | ▼ -1.6% |
| 9 | CSX | 2.02% | $234,655,810 | ▼ -1.3% |
| 10 | FCNCA | 4.64% | $538,725,294 | ▼ -0.2% |
| 11 | BXMT | 0.42% | $54,410,000 | SOLD |