# Egerton Capital (UK) LLP: Form 13F holdings

An institutional investment manager in LONDON. SEC CIK 1581811.

- Quarter ended: 2026-06-30
- Filed: 2026-07-21
- Reported value: $10.35bn
- Positions: 23 (23 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1581811/000158181126000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.46bn | 14.1% | 4,264,651 |  | Added +153,681 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $1.16bn | 11.2% | 3,291,594 |  | Reduced −168,055 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $858.1m | 8.3% | 4,866,688 |  | Added +1,995,335 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $851.7m | 8.2% | 3,573,408 |  | Added +1,210,074 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $771.9m | 7.5% | 1,704,229 |  | Added +158,559 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $683.9m | 6.6% | 3,417,950 |  | Added +742,932 |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $649.6m | 6.3% | 16,470,884 |  | Added +12,105,082 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $581.7m | 5.6% | 1,971,694 |  | Added +202,478 |
| CRH PLC | ORD | $469.1m | 4.5% | 4,383,866 |  | Added +1,624,535 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $376.7m | 3.6% | 521,065 |  | New +521,065 |
| [INTERACTIVE BROKERS GROUP IN (IBKR)](/companies/ibkr.md) | COM CL A | $359.4m | 3.5% | 4,129,416 |  | Reduced −2,145,763 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $312.3m | 3.0% | 7,558,060 |  | Added +1,032,920 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $238.8m | 2.3% | 1,006,024 |  | Added +371,766 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $235.1m | 2.3% | 1,481,188 |  | New +1,481,188 |
| [EMBRAER S.A. (EMBJ)](/companies/embj.md) | SPONSORED ADS | $215.9m | 2.1% | 3,384,349 |  | Added +409,118 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $186.7m | 1.8% | 363,490 |  | Reduced −96,162 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $170.1m | 1.6% | 1,090,619 |  | Added +1,875 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $167.4m | 1.6% | 2,319,648 |  | Reduced −2,332,715 |
| LINDE PLC | SHS | $156.1m | 1.5% | 300,854 |  | Reduced −767,517 |
| [ARMSTRONG WORLD INDS INC NEW (AWI)](/companies/awi.md) | COM | $148.5m | 1.4% | 925,394 |  | Added +477,358 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $143.3m | 1.4% | 351,920 |  | New +351,920 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $77.0m | 0.7% | 485,253 |  | New +485,253 |
| [RIOT PLATFORMS INC (RIOT)](/companies/riot.md) | COM | $72.0m | 0.7% | 2,628,731 |  | New +2,628,731 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ARCH CAP GROUP LTD | ORD | $0 | 0.0% | 0 |  | Sold out −1,116,922 |
| [CANADIAN NAT RES LTD MED TER (CNQ)](/companies/cnq.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,690,211 |
| [CARPENTER TECHNOLOGY CORP (CRS)](/companies/crs.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,330,920 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,182,907 |
| [NEW YORK TIMES CO MTN BE (NYT)](/companies/nyt.md) | CL A | $0 | 0.0% | 0 |  | Sold out −971,884 |
| RENAISSANCERE HLDGS LTD | COM | $0 | 0.0% | 0 |  | Sold out −317,308 |

Source: SEC EDGAR, Form 13F-HR, accession 0001581811-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.