Egerton Capital (UK) LLP — 13F holdings

Egerton Capital (UK) LLP reported 23 holdings worth $9.82B in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. V VISA INC — $1.47B (14.9%)
2. AMZN AMAZON COM INC — $1.17B (12.0%)
3. APH AMPHENOL CORP NEW — $903M (9.2%)
4. NVDA NVIDIA CORPORATION — $855M (8.7%)
5. MCO MOODYS CORP — $744M (7.6%)
6. GOOG ALPHABET INC — $715M (7.3%)
7. DVN DEVON ENERGY CORP NEW — $499M (5.1%)
8. MDLN MEDLINE INC — $461M (4.7%)
9. SPGI S&P GLOBAL INC — $312M (3.2%)
10. CRH CRH PLC — $301M (3.1%)