1y return+7.1%S&P 500 +20.9%
3y return+60.3%S&P 500 +68.5%
5y return+46.2%S&P 500 +74.5%
10y return+312.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $412 against $357 in the S&P 500.2
Egerton Capital (UK) LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VVisa Inc | $1.5B | 14.1% | +3.7% |
| GOOGAlphabet Inc | $1.2B | 11.2% | −4.9% |
| APHAmphenol Corp | $858.1M | 8.3% | +69.5% |
| AMZNAmazon Com Inc | $851.7M | 8.2% | +51.2% |
| MCOMoodys Corp | $771.9M | 7.5% | +10.3% |
| NVDANvidia Corporation | $683.9M | 6.6% | +27.8% |
| MDLNMedline Inc | $649.6M | 6.3% | +277.3% |
| VMCVulcan Matls Co | $581.7M | 5.6% | +11.4% |
| Crh PLCCUSIP G25508105 | $469.1M | 4.5% | +58.9% |
| AMATApplied Matls Inc | $376.7M | 3.6% | New |
| IBKRInteractive Brokers Group In | $359.4M | 3.5% | −34.2% |
| DVNDevon Energy Corp New | $312.3M | 3.0% | +15.8% |
| FERGFerguson Enterprises Inc | $238.8M | 2.3% | +58.6% |
| EFXEquifax Inc | $235.1M | 2.3% | New |
| EMBJEmbraer S.a. | $215.9M | 2.1% | +13.8% |
| MAMastercard Incorporated | $186.7M | 1.8% | −20.9% |
| LAMRLamar Advertising Co | $170.1M | 1.6% | |
| UBERUber Technologies Inc | $167.4M | 1.6% | −50.1% |
| Linde PLCCUSIP G54950103 | $156.1M | 1.5% | −71.8% |
| AWIArmstrong World Inds Inc New | $148.5M | 1.4% | +106.5% |
| SPGIS&p Global Inc | $143.3M | 1.4% | New |
| VSTVistra Corp | $77.0M | 0.7% | New |
| RIOTRiot Platforms Inc | $72.0M | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IBKRInteractive Brokers Group In | March 31, 2024 | +211.7% | $359.4M |
| APHAmphenol Corp | March 31, 2025 | +168.8% | $858.1M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $851.7M |
| MAMastercard Incorporated | June 30, 2020 | +73.7% | $186.7M |
| VVisa Inc | September 30, 2020 | +71.6% | $1.5B |
| Crh PLCCUSIP G25508105 | December 31, 2023 | +54.7% | $469.1M |
| LAMRLamar Advertising Co | September 30, 2025 | +27.4% | $170.1M |
| NVDANvidia Corporation | March 31, 2026 | +14.7% | $683.9M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $1.2B |
| FERGFerguson Enterprises Inc | June 30, 2025 | +9.0% | $238.8M |
Sold off last quarter
- CRSCarpenter Technology Corp was $524.6M
- CMECme Group Inc was $349.4M
- CNQCanadian Nat Res Ltd Med Ter was $277.1M
- Arch Cap Group LtdCUSIP G0450A105 was $107.2M
- Renaissancere Hldgs LtdCUSIP G7496G103 was $94.3M
- NYTNew York Times Co Mtn Be was $81.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −8.7% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +3.8% | +7.8% |
| June 30, 2025 | +11.7% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +9.2% | +5.4% |
| June 30, 2024 | −2.3% | +4.0% |
| March 31, 2024 | +15.1% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +8.8% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −18.9% | −16.5% |
| March 31, 2022 | −8.5% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Egerton Capital (UK) LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1581811&type=13F-HR&dateb=&owner=include&count=40CIK 1581811
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1581811/000158181126000007/Filed July 21, 2026 · accession 0001581811-26-000007