Egerton Capital (UK) LLP
Institutional investor · Portfolio as of Q2 2021
Top Holdings31 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 881,903 | $2.2B | 11.0% | $80.68 | +55.03% | 10 qtrssince 2019-Q1 | Increased 68 |
| 19.7M | $1.5B | 7.5% | — | — | 10 qtrssince 2019-Q1 | Increased 100 | |
MICROSOFT CORP | 5M | $1.4B | 6.8% | $145.59 | +79.70% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 367,794 | $1.3B | 6.3% | $123.50 | +39.60% | 6 qtrssince 2020-Q1 | Increased 76 |
CHARTER COMMUNICATIONS INC - CLASS A | 1.7M | $1.3B | 6.3% | $375.29 | +91.18% | 10 qtrssince 2019-Q1 | Increased 64 |
CSX CORP | 31.9M | $1B | 5.1% | $29.41 | +0.93% | 3 qtrssince 2020-Q4 | Increased 100 |
VISA INC-CLASS A SHARES | 4.4M | $1B | 5.1% | $200.67 | +12.03% | 4 qtrssince 2020-Q3 | Increased 63 |
T-MOBILE US INC | 6.6M | $962.9M | 4.8% | $105.68 | +32.55% | 5 qtrssince 2020-Q2 | Decreased 0 |
| 3.3M | $942M | 4.7% | $193.97 | +40.80% | 6 qtrssince 2020-Q1 | Increased 59 | |
| 13M | $938.5M | 4.7% | — | — | 6 qtrssince 2020-Q1 | Decreased 0 | |
META PLATFORMS INC-CLASS A | 2.5M | $854.9M | 4.2% | $204.70 | +70.71% | 9 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.1M | $842.8M | 4.2% | $280.23 | +31.89% | 7 qtrssince 2019-Q4 | Increased 67 |
NETFLIX INC | 1.5M | $793.6M | 3.9% | $39.65 | +34.54% | 8 qtrssince 2019-Q3 | Decreased 0 |
DR HORTON INC | 8.3M | $752.6M | 3.7% | $47.71 | +79.42% | 9 qtrssince 2019-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 10.1M | $578.4M | 2.9% | $37.64 | +22.13% | 4 qtrssince 2020-Q3 | Increased 59 |
SCHWAB (CHARLES) CORP | 6.3M | $459.1M | 2.3% | $67.94 | 0.00% | 1 qtr | New 82 |
PAYPAL HOLDINGS INC | 1.5M | $437.4M | 2.2% | $168.50 | +73.34% | 5 qtrssince 2020-Q2 | Increased 55 |
KKR & CO INC | 7.3M | $433.9M | 2.2% | — | — | — | — |
ANALOG DEVICES INC | 1.8M | $311.5M | 1.5% | $148.38 | +6.76% | 3 qtrssince 2020-Q4 | Increased 80 |
MASTERCARD INC - A | 818,262 | $298.7M | 1.5% | $313.45 | +14.23% | 10 qtrssince 2019-Q1 | Increased 50 |
Egerton Capital (UK) LLP manages $20.1B across 31 positions as of Q2 2021. Top holdings: GOOG (11.0%), CANADIAN PACIFIC RAILWAY LTD (7.5%), MSFT (6.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 4 new positions, 8 exits, 15 increased. Top move: CSX (INCREASED, conviction 100). Portfolio: $20.1B across 31 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer