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Egerton Capital (UK) LLP

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13F filer, CIK 1581811, LONDON, United Kingdom

Egerton Capital (UK) LLP reported $9,010,197,462 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 68.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001581811-26-000005

Period
2026-03-31
Reported value
$9.01B
Holdings
24
Top 10 weight
68.67%
New
7
Sold out
6

Part of the filer group Egerton Capital (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGadded+2,380,881$683M
LINnew+1,068,371$530M
NVDAnew+2,675,018$467M
MCOadded+772,261$337M
DVNnew+6,525,140$328M

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
MSFTexited-1,748,656-$846M
AMZNreduced-3,529,162-$735M
BSXexited-5,385,084-$513M
COFexited-2,069,130-$501M
WYNNexited-2,069,751-$249M

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, Q1 2026

Share positions as resolved from 13F-HR 0001581811-26-000005, largest first. % of portfolio is the value over $9,010,197,462, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,270,999 shares; 2026Q1: 4,110,970 shares 4,110,970$1.24B13.79%+839,971Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264,022 shares; 2024Q4: 1,479,505 shares; 2025Q1: 1,665,708 shares; 2025Q2: 965,393 shares; 2025Q3: not reported; 2025Q4: 1,078,768 shares; 2026Q1: 3,459,649 shares 3,459,649$992M11.01%+2,380,881Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 773,409 shares; 2026Q1: 1,545,670 shares 1,545,670$674M7.48%+772,261Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,068,371 shares 1,068,371$530M5.88%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,819,885 shares; 2025Q2: 1,909,067 shares; 2025Q3: 1,374,333 shares; 2025Q4: 1,553,012 shares; 2026Q1: 1,330,920 shares 1,330,920$525M5.82%-222,092Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,892,496 shares; 2026Q1: 2,363,334 shares 2,363,334$492M5.46%-3,529,162Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 960,173 shares; 2026Q1: 1,769,216 shares 1,769,216$482M5.35%+809,043Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675,018 shares 2,675,018$467M5.18%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,939,581 shares; 2026Q1: 6,275,179 shares 6,275,179$421M4.67%-664,402Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762,623 shares; 2025Q2: 3,168,473 shares; 2025Q3: 3,823,422 shares; 2025Q4: 3,707,911 shares; 2026Q1: 2,871,353 shares 2,871,353$363M4.03%-836,558Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964,421 shares; 2025Q1: 1,730,194 shares; 2025Q2: 1,522,936 shares; 2025Q3: 1,184,788 shares; 2025Q4: 1,179,792 shares; 2026Q1: 1,182,907 shares 1,182,907$349M3.88%+3,115Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380,958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681,172 shares; 2026Q1: 4,652,363 shares 4,652,363$335M3.71%+1,971,191Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,525,140 shares 6,525,140$328M3.64%newTimeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,261,060 shares; 2026Q1: 2,759,331 shares 2,759,331$290M3.22%+498,271Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,690,211 shares 5,690,211$277M3.07%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,704 shares; 2024Q4: 388,726 shares; 2025Q1: 380,221 shares; 2025Q2: 420,046 shares; 2025Q3: 460,155 shares; 2025Q4: 458,342 shares; 2026Q1: 459,652 shares 459,652$230M2.55%+1,310Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,365,802 shares 4,365,802$194M2.16%newTimeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707,524 shares; 2024Q4: 3,634,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,117,012 shares; 2025Q4: 3,278,140 shares; 2026Q1: 2,975,231 shares 2,975,231$177M1.96%-302,909Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,233,326 shares; 2025Q3: 2,600,224 shares; 2025Q4: 1,008,314 shares; 2026Q1: 634,258 shares 634,258$148M1.64%-374,056Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723,857 shares; 2025Q4: 722,083 shares; 2026Q1: 1,088,744 shares 1,088,744$138M1.53%+366,661Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: not reported; 2026Q1: 1,116,922 shares 1,116,922$107M1.19%newTimeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894,412 shares; 2024Q4: 1,294,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490,626 shares; 2026Q1: 317,308 shares 317,308$94.3M1.05%-173,318Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410,003 shares; 2026Q1: 971,884 shares 971,884$81.4M0.9%-438,119Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448,036 shares 448,036$73.8M0.82%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP1,748,656$846Mshares
BSXBOSTON SCIENTIFIC CORP5,385,084$513Mshares
COFCAPITAL ONE FINL CORP2,069,130$501Mshares
WYNNWYNN RESORTS LTD2,069,751$249Mshares
STXSEAGATE TECHNOLOGY HLDNGS PL729,325$201Mshares
LPLALPL FINL HLDGS INC254,813$91Mshares

How Q1 2026 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 0001581811-26-000005 base2026-05-13acceptance time not in the bulk data set