Egerton Capital (John Armitage)
Famous investorsFiles as Egerton Capital (UK) LLP (SEC CIK 1581811). Portfolio from its latest quarterly 13F-HR filing.
- $9.82B
- Tracked value
- 23
- Positions
- Q3 2026
- Portfolio as of
- Oct 20, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q2 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | VVISA INC. | 14.9% | ▼ 4.3% | 4,079,226 | $1.47B |
| 2 | AMZNAMAZON COM INC | 12.0% | ▲ 31.9% | 4,714,127 | $1.17B |
| 3 | APHAMPHENOL CORP /DE/ | 9.2% | ▲ 10.0% | 10,708,713 | $902.74M |
| 4 | NVDANVIDIA CORP | 8.7% | ▲ 9.5% | 3,741,971 | $854.59M |
| 5 | MCOMOODYS CORP /DE/ | 7.6% | ▼ 3.9% | 1,637,246 | $743.52M |
| 6 | GOOGAlphabet Inc. | 7.3% | ▼ 36.2% | 2,099,142 | $715.26M |
| 7 | DVNDEVON ENERGY CORP/DE | 5.1% | ▲ 43.3% | 10,829,392 | $498.59M |
| 8 | MDLNMedline Inc. | 4.7% | ▼ 19.4% | 13,283,017 | $460.92M |
| 9 | SPGIS&P Global Inc. | 3.2% | ▲ 112% | 790,364 | $311.77M |
| 10 | CRHCRH PUBLIC LTD CO | 3.1% | ▼ 17.2% | 3,631,232 | $300.67M |
| 11 | IBKRInteractive Brokers Group, Inc. | 2.7% | ▼ 23.5% | 3,160,704 | $269.99M |
| 12 | VMCVulcan Materials CO | 2.5% | ▼ 48.9% | 1,007,912 | $246.57M |
| 13 | EMBJEMBRAER S.A. | 2.5% | ▼ 4.2% | 3,242,138 | $244.2M |
| 14 | FERGFerguson Enterprises Inc. /DE/ | 2.4% | ▲ 5.4% | 1,060,203 | $236.02M |
| 15 | ICEIntercontinental Exchange, Inc. | 2.3% | NEW | 1,467,474 | $223.1M |
| 16 | MAMastercard Inc | 2.0% | ▼ 4.3% | 347,692 | $191.74M |
| 17 | LINLINDE PLC | 1.9% | ▲ 33.6% | 401,932 | $190.78M |
| 18 | AWIARMSTRONG WORLD INDUSTRIES INC | 1.6% | ▲ 7.3% | 993,344 | $160.85M |
| 19 | METAMeta Platforms, Inc. | 1.4% | NEW | 192,860 | $139.86M |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC. | 1.4% | NEW | 198,227 | $133.81M |
| 21 | VSTVistra Corp. | 1.3% | ▲ 96.0% | 951,011 | $131.57M |
| 22 | LAMRLAMAR ADVERTISING CO/NEW | 1.3% | ▼ 20.4% | 867,591 | $125.03M |
| 23 | DISWalt Disney Co | 1.0% | NEW | 933,073 | $97.88M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q2 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.