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Egerton Capital (UK) LLP

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13F filer, CIK 1581811, LONDON, United Kingdom

Egerton Capital (UK) LLP reported $9,481,829,795 across 24 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 65.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001581811-25-000010

Period
2025-09-30
Reported value
$9.48B
Holdings
24
Top 10 weight
65.8%
New
3
Sold out
4

Part of the filer group Egerton Capital (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSXadded+3,671,548$358M
Vadded+473,058$161M
AMZNadded+715,864$157M
EMBJnew+2,117,012$128M
TRUnew+1,465,050$123M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GEexited-1,261,839-$325M
LPLAexited-832,516-$312M
CPreduced-2,530,870-$189M
GOOGexited-965,393-$171M
CRSreduced-534,734-$131M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001581811-25-000010, largest first. % of portfolio is the value over $9,481,829,795, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,051 shares; 2024Q4: 1,758,009 shares; 2025Q1: 1,328,533 shares; 2025Q2: 1,844,066 shares; 2025Q3: 1,810,788 shares 1,810,788$938M9.89%-33,278Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068,090 shares; 2024Q4: 2,408,143 shares; 2025Q1: 4,221,867 shares; 2025Q2: 3,337,385 shares; 2025Q3: 4,053,249 shares 4,053,249$890M9.39%+715,864Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180,075 shares; 2024Q4: 862,868 shares; 2025Q1: 958,985 shares; 2025Q2: 1,910,315 shares; 2025Q3: 2,383,373 shares 2,383,373$814M8.58%+473,058Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823,894 shares; 2024Q4: 2,827,156 shares; 2025Q1: 2,778,832 shares; 2025Q2: 2,637,961 shares; 2025Q3: 2,588,638 shares 2,588,638$639M6.74%-49,323Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,233,326 shares; 2025Q3: 2,600,224 shares 2,600,224$584M6.16%+366,898Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640,956 shares; 2025Q3: 5,312,504 shares 5,312,504$519M5.47%+3,671,548Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415,658 shares; 2024Q4: 4,328,892 shares; 2025Q1: 4,231,236 shares; 2025Q2: 4,570,564 shares; 2025Q3: 4,260,846 shares 4,260,846$511M5.39%-309,718Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762,623 shares; 2025Q2: 3,168,473 shares; 2025Q3: 3,823,422 shares 3,823,422$473M4.99%+654,949Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,565,495 shares; 2025Q1: 891,659 shares; 2025Q2: 2,333,642 shares; 2025Q3: 2,077,839 shares 2,077,839$442M4.66%-255,803Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382,513 shares; 2024Q4: 1,848,173 shares; 2025Q1: 1,833,969 shares; 2025Q2: 8,056,844 shares; 2025Q3: 6,254,134 shares 6,254,134$430M4.54%-1,802,710Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028,489 shares; 2024Q4: 801,442 shares; 2025Q1: 742,455 shares; 2025Q2: 551,295 shares; 2025Q3: 541,167 shares 541,167$397M4.19%-10,128Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051,434 shares; 2025Q3: 1,592,983 shares 1,592,983$376M3.97%-458,451Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815,550 shares; 2024Q4: 1,877,383 shares; 2025Q1: 2,193,794 shares; 2025Q2: 1,449,911 shares; 2025Q3: 1,412,018 shares 1,412,018$359M3.78%-37,893Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,819,885 shares; 2025Q2: 1,909,067 shares; 2025Q3: 1,374,333 shares 1,374,333$337M3.56%-534,734Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964,421 shares; 2025Q1: 1,730,194 shares; 2025Q2: 1,522,936 shares; 2025Q3: 1,184,788 shares 1,184,788$320M3.38%-338,148Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171,222 shares; 2024Q4: 3,987,972 shares; 2025Q1: 4,325,217 shares; 2025Q2: 4,240,966 shares; 2025Q3: 3,507,882 shares 3,507,882$318M3.36%-733,084Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,704 shares; 2024Q4: 388,726 shares; 2025Q1: 380,221 shares; 2025Q2: 420,046 shares; 2025Q3: 460,155 shares 460,155$262M2.76%+40,109Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733,307 shares; 2025Q1: 1,101,419 shares; 2025Q2: 1,079,911 shares; 2025Q3: 1,036,199 shares 1,036,199$175M1.84%-43,712Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855,661 shares; 2024Q4: 7,076,635 shares; 2025Q1: 4,165,545 shares; 2025Q2: 4,557,181 shares; 2025Q3: 2,026,311 shares 2,026,311$151M1.59%-2,530,870Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707,524 shares; 2024Q4: 3,634,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,117,012 shares 2,117,012$128M1.35%newTimeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,142 shares; 2024Q4: 1,159,072 shares; 2025Q1: 2,075,126 shares; 2025Q2: 2,829,545 shares; 2025Q3: 3,204,201 shares 3,204,201$123M1.3%+374,656Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465,050 shares 1,465,050$123M1.29%newTimeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723,857 shares 723,857$88.6M0.93%newTimeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,807 shares; 2024Q4: 102,516 shares; 2025Q1: 124,773 shares; 2025Q2: 89,010 shares; 2025Q3: 47,384 shares 47,384$84.8M0.89%-41,626Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GEGE AEROSPACE1,261,839$325Mshares
LPLALPL FINL HLDGS INC832,516$312Mshares
GOOGALPHABET INC965,393$171Mshares
BLDRBUILDERS FIRSTSOURCE INC262,628$30.6Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001581811-25-000010 base2025-11-12acceptance time not in the bulk data set