Egerton Capital·CIK 1581811
26
Positions
$9.9B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| ▲ +2.3% |
| 3 | FLUT | 1.92% | $189,888,550 | NEW |
| 4 | FSLR | 1.62% | $160,040,075 | NEW |
| 5 | BKNG | 4.45% | $440,229,611 | ▲ +1.6% |
| 6 | GEV | 1.36% | $134,550,967 | NEW |
| 7 | UBER | 1.31% | $129,742,449 | NEW |
| 8 | MSFT | 6.72% | $665,715,935 | ▲ +1.1% |
| 9 | IBKR | 3.88% | $384,151,162 | ▲ +0.8% |
| 10 | SN | 0.50% | $49,377,082 | NEW |
| 11 | META | 6.82% | $675,485,886 | ▲ +0.1% |
| 12 | ACGL | 3.29% | $326,215,708 | ▲ +0.3% |
| 13 | FCNCA | 4.81% | $476,845,493 | ▲ +0.1% |
| 14 | MA | 1.88% | $186,422,305 | ▲ +0.1% |
| 15 | IBN | 1.61% | $159,635,605 | ▲ +0.1% |