Egerton Capital·CIK 1581811
23
Positions
$9.7B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| NEW |
| 3 | TMO | 3.03% | $293,473,418 | ▲ +2.4% |
| 4 | MSFT | 5.63% | $546,464,879 | ▲ +1.5% |
| 5 | META | 5.48% | $531,071,413 | ▲ +1.5% |
| 6 | GOOG | 4.70% | $455,790,040 | ▲ +1.5% |
| 7 | MA | 5.34% | $517,713,376 | ▲ +1.4% |
| 8 | BKNG | 3.54% | $343,430,670 | ▲ +1.5% |
| 9 | RNR | 2.55% | $247,623,392 | ▲ +1.2% |
| 10 | HDB | 2.77% | $269,038,654 | ▲ +1.1% |
| 11 | KLAC | 0.96% | $92,731,459 | NEW |
| 12 | AMAT | 3.92% | $380,022,834 | ▲ +0.3% |
| 13 | IBN | 2.12% | $205,146,695 | ▲ +0.3% |
| 14 | FISV | 4.40% | $426,493,471 | ▲ +0.1% |