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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Egerton Capital (UK) LLP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
24
Portfolio value:
$9,010,197,000
Filed:
May 13, 2026
CIK:
1581811
HistStockActivityShare change% change to portfolio
Q1 2026filed May 13, 267 new7 added8 reduced6 exited
≡AMZN – AMAZON COM INCReduce 60.00%−3,529,162−9.32
≡MSFT – MICROSOFT CORPSell−1,748,656−9.19
≡BSX – BOSTON SCIENTIFIC CORPSell−5,385,084−5.58
≡COF – CAPITAL ONE FINL CORPSell−2,069,130−5.45
≡WYNN – WYNN RESORTS LTDSell−2,069,751−2.71
≡STX – SEAGATE TECHNOLOGY HLDNGS PLSell−729,325−2.18
≡APH – AMPHENOL CORPReduce 23.00%−836,558−1.42
≡LPLA – LPL FINL HLDGS INCSell−254,813−0.99
≡FERG – FERGUSON ENTERPRISES INCReduce 37.00%−374,056−0.80
≡CRS – CARPENTER TECHNOLOGY CORPReduce 14.00%−222,0920.51
≡RNR – RENAISSANCERE HLDGS LTDReduce 35.00%−173,318−0.45
≡EMBJ – EMBRAER S.A.Reduce 9.00%−302,909−0.33
≡IBKR – INTERACTIVE BROKERS GROUP INReduce 10.00%−664,402−0.18
≡NYT – NEW YORK TIMES CO MTN BEReduce 31.00%−438,119−0.16
Q4 2025filed Feb 11, 268 new5 added3 reduced9 exited
≡PGR – PROGRESSIVE CORPSell−2,588,638−6.74
≡META – META PLATFORMS INCSell−541,167−4.19
≡FLUT – FLUTTER ENTMT PLCSell−1,412,018−3.78
≡FERG – FERGUSON ENTERPRISES INCReduce 61.00%−1,591,910
Q3 2025filed Nov 12, 253 new7 added9 reduced4 exited
≡GE – GE AEROSPACESell−1,261,839−3.33
≡LPLA – LPL FINL HLDGS INCSell−832,516−3.20
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 56.00%−2,530,870−2.11
≡CRS – CARPENTER TECHNOLOGY CORPReduce 28.00%−534,734
Q2 2025filed Aug 12, 254 new9 added7 reduced6 exited
≡FISV – FISERV INCSell−2,381,496−6.07
≡LLY – ELI LILLY & COSell−492,808−4.70
≡IBN – ICICI BANK LIMITEDSell−5,031,304−1.83
≡AMZN – AMAZON COM INCReduce 21.00%−884,482
Q1 2025filed May 6, 252 new13 added6 reduced5 exited
≡GEHC – GE HEALTHCARE TECHNOLOGIES ISell−4,572,382−4.13
≡RNR – RENAISSANCERE HLDGS LTDSell−1,294,662−3.73
≡MSFT – MICROSOFT CORPReduce 24.00%−429,476−2.82
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 41.00%−2,911,090
Q4 2024filed Feb 10, 258 new3 added13 reduced8 exited
≡UBER – UBER TECHNOLOGIES INCSell−3,380,958−2.56
≡GOOG – ALPHABET INCReduce 55.00%−1,784,517−2.25
≡FCNCA – FIRST CTZNS BANCSHARES INC NReduce 59.00%−146,291−2.12
≡BKNG – BOOKING HOLDINGS INCReduce 81.00%−52,077
Q3 2024filed Nov 5, 246 new7 added14 reduced2 exited
≡CNI – CANADIAN NATL RY COSell−4,066,666−4.85
≡V – VISA INCReduce 54.00%−1,374,073−3.49
≡CVE – CENOVUS ENERGY INCSell−10,322,992−2.05
≡AMZN – AMAZON COM INCReduce 21.00%−827,315
Q2 2024filed Aug 13, 246 new5 added12 reduced2 exited
≡CNI – CANADIAN NATL RY COReduce 32.00%−1,939,582−2.79
≡GE – GE AEROSPACEReduce 30.00%−998,532−1.91
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 15.00%−1,348,969−1.86
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 61.00%−788,157
Q1 2024filed May 13, 243 new6 added9 reduced3 exited
≡V – VISA INCReduce 25.00%−933,144−2.97
≡HDB – HDFC BANK LTDSell−2,823,924−2.05
≡SLB – SCHLUMBERGER LTDSell−3,295,155−1.86
≡IBN – ICICI BANK LIMITEDReduce 51.00%−6,256,660
−3.72
≡ACGL – ARCH CAP GROUP LTDSell−3,507,882−3.36
≡CRH – CRH PLCReduce 47.00%−1,999,786−2.32
≡ICE – INTERCONTINENTAL EXCHANGE INSell−1,036,199−1.84
≡STX – SEAGATE TECHNOLOGY HLDNGS PLReduce 54.00%−863,658−1.78
≡CP – CANADIAN PACIFIC KANSAS CITYSell−2,026,311−1.59
≡ARMK – ARAMARKSell−3,204,201−1.30
≡TRU – TRANSUNIONSell−1,465,050−1.29
≡FCNCA – FIRST CTZNS BANCSHARES INC DSell−47,384−0.89
−1.85
≡GOOG – ALPHABET INCSell−965,393−1.76
≡CRH – CRH PLCReduce 7.00%−309,7181.08
≡CME – CME GROUP INCReduce 22.00%−338,148−0.93
≡STX – SEAGATE TECHNOLOGY HLDNGS PLReduce 22.00%−458,4510.93
≡FCNCA – FIRST CTZNS BANCSHARES INC DReduce 47.00%−41,626−0.89
≡ACGL – ARCH CAP GROUP LTDReduce 17.00%−733,084−0.60
≡COF – CAPITAL ONE FINL CORPReduce 11.00%−255,803−0.44
≡BLDR – BUILDERS FIRSTSOURCE INCSell−262,628−0.31
≡IBKR – INTERACTIVE BROKERS GROUP INReduce 22.00%−1,802,710−0.04
−1.76
≡FLUT – FLUTTER ENTMT PLCReduce 34.00%−743,883−1.36
≡GOOG – ALPHABET INCReduce 42.00%−700,315−1.25
≡HHH – HOWARD HUGHES HOLDINGS INCSell−1,196,288−1.02
≡CME – CME GROUP INCReduce 12.00%−207,258−0.99
≡MLM – MARTIN MARIETTA MATLS INCSell−165,338−0.91
≡FCNCA – FIRST CTZNS BANCSHARES INC NReduce 29.00%−35,763−0.88
≡HDB – HDFC BANK LTDSell−1,116,493−0.86
≡META – META PLATFORMS INCReduce 26.00%−191,160−0.76
≡GE – GE AEROSPACEReduce 16.00%−235,515−0.13
−2.55
≡EMBJ – EMBRAER S.A.Sell−3,634,426−1.54
≡COF – CAPITAL ONE FINL CORPReduce 43.00%−673,836−1.38
≡LAD – LITHIA MTRS INCSell−316,845−1.31
≡GE – GE AEROSPACEReduce 38.00%−907,203−1.18
≡BKNG – BOOKING HOLDINGS INCSell−12,235−0.70
≡META – META PLATFORMS INCReduce 7.00%−58,987−0.49
≡IBN – ICICI BANK LIMITEDReduce 21.00%−1,354,572−0.38
−2.03
≡GEV – GE VERNOVA INCSell−597,858−1.54
≡RNR – RENAISSANCERE HLDGS LTDReduce 32.00%−599,750−1.48
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 20.00%−1,107,639−1.25
≡IBKR – INTERACTIVE BROKERS GROUP INReduce 45.00%−1,534,340−0.98
≡HLT – HILTON WORLDWIDE HLDGS INCSell−405,318−0.94
≡FSLR – FIRST SOLAR INCSell−348,161−0.88
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 10.00%−779,026−0.86
≡FISV – FISERV INCReduce 10.00%−253,8860.85
≡MA – MASTERCARD INCORPORATEDReduce 39.00%−245,978−0.80
≡MLM – MARTIN MARIETTA MATLS INCReduce 60.00%−122,398−0.62
≡VRTX – VERTEX PHARMACEUTICALS INCSell−124,045−0.58
≡META – META PLATFORMS INCReduce 22.00%−227,047−0.51
≡AAPL – APPLE INCSell−201,738−0.47
≡CB – CHUBB LIMITEDSell−148,764−0.43
≡AMZN – AMAZON COM INCReduce 22.00%−659,9470.34
≡SN – SHARKNINJA INCSell−177,193−0.19
≡V – VISA INCReduce 27.00%−317,207−0.12
−1.83
≡BKNG – BOOKING HOLDINGS INCReduce 42.00%−46,815−1.71
≡META – META PLATFORMS INCReduce 23.00%−311,176−0.88
≡FSLR – FIRST SOLAR INCReduce 51.00%−361,677−0.74
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 15.00%−1,380,900−0.56
≡FISV – FISERV INCReduce 6.00%−158,2550.56
≡IBN – ICICI BANK LIMITEDReduce 28.00%−1,577,354−0.42
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 23.00%−1,677,864−0.41
≡SN – SHARKNINJA INCReduce 73.00%−479,854−0.30
≡FCNCA – FIRST CTZNS BANCSHARES INC NReduce 12.00%−34,421−0.19
≡GEV – GE VERNOVA INCReduce 24.00%−186,6500.18
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 18.00%−88,231−0.14
≡GE – GE AEROSPACEReduce 18.00%−416,456−0.09
−1.55
≡XYZ – BLOCK INCSell−1,900,407−1.55
≡APG – API GROUP CORPSell−4,079,597−1.55
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 7.00%−715,316−1.14
≡FISV – FISERV INCReduce 19.00%−655,536−1.12
≡AMZN – AMAZON COM INCReduce 22.00%−1,096,811−1.10
≡CVE – CENOVUS ENERGY INCReduce 26.00%−3,644,951−0.65
≡V – VISA INCReduce 7.00%−181,208−0.61
≡CRH – CRH PLCReduce 7.00%−295,084−0.55
≡IBN – ICICI BANK LIMITEDReduce 9.00%−522,5710.06
≡META – META PLATFORMS INCReduce 7.00%−101,4720.06
−1.63
≡GOOG – ALPHABET INCReduce 28.00%−972,954−1.62
≡MSFT – MICROSOFT CORPReduce 19.00%−333,900−1.37
≡BKNG – BOOKING HOLDINGS INCReduce 25.00%−26,982−1.31
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 13.00%−1,448,339−1.28
≡SHEL – SHELL PLCSell−1,173,260−0.84
≡MA – MASTERCARD INCORPORATEDReduce 30.00%−161,911−0.74
≡GE – GENERAL ELECTRIC COReduce 22.00%−931,163−0.23
≡META – META PLATFORMS INCReduce 20.00%−359,908−0.14