Egerton Capital·CIK 1581811
30
Positions
$9.9B
Portfolio Value
26
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | EMBJ | 1.32% | $131,135,124 | NEW |
| 4 | MA | 3.16% | $313,416,835 | ▲ +1.3% |
| 5 | UBER | 2.56% | $254,112,803 | ▲ +1.3% |
| 6 | CRH | 4.13% | $409,508,123 | ▲ +1.2% |
| 7 | MLM | 1.11% | $110,165,781 | NEW |
| 8 | RNR | 5.21% | $516,037,829 | ▲ +1% |
| 9 | IBKR | 4.76% | $471,387,012 | ▲ +0.9% |
| 10 | MSFT | 7.47% | $740,137,945 | ▲ +0.8% |
| 11 | VRTX | 0.58% | $57,690,849 | NEW |
| 12 | FISV | 4.68% | $463,224,830 | ▲ +0.6% |
| 13 | AAPL | 0.47% | $47,004,954 | NEW |
| 14 | ARMK | 0.46% | $45,784,360 | NEW |
| 15 | CB | 0.43% | $42,902,050 | NEW |
| 16 | ACGL | 3.58% | $354,796,317 | ▲ +0.3% |
| 17 | GEV | 1.54% | $152,441,833 | ▲ +0.2% |