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Free — 5 of 32

Data as of Q4 2025

All position changes for Egerton Capital (UK) LLP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	AMZN Amazon.com Inc	Increased	5.9M	+45.4%	$1.4B	14.8%	85
2025-Q4	V Visa Inc	Increased	3.3M	+37.2%	$1.1B	12.5%	82
2025-Q4	MSFT Microsoft Corp	Decreased	1.7M	-3.4%	$845.7M	9.2%	0
2025-Q4	BSX Boston Scientific Corp	Increased	5.4M	+1.4%	$513.5M	5.6%	63
2025-Q4	COF Capital One Financial Corp	Decreased	2.1M	-0.4%	$501.5M	5.5%	0
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