Egerton Capital (UK) LLP
Institutional investor · Portfolio as of Q4 2019
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CHARTER COMMUNICATIONS INC - CLASS A | 2.3M | $1.1B | 8.0% | $347.63 | +38.97% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 5.2M | $1.1B | 7.8% | $166.54 | +21.41% | 4 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 7.7M | $892M | 6.4% | $99.28 | +16.31% | 4 qtrssince 2019-Q1 | Increased 85 |
MICROSOFT CORP | 5.3M | $842M | 6.0% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 4.7M | $840.8M | 6.0% | $143.64 | +9.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.8M | $825.1M | 5.9% | $266.47 | 0.00% | 1 qtr | New 99 |
| 2.7M | $693.9M | 5.0% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 | |
ADOBE INC | 1.9M | $616.6M | 4.4% | $270.70 | +21.29% | 4 qtrssince 2019-Q1 | Increased 63 |
VULCAN MATERIALS CO | 3.8M | $550.7M | 3.9% | $112.91 | +20.45% | 4 qtrssince 2019-Q1 | Increased 63 |
DR HORTON INC | 9.7M | $511.7M | 3.7% | $40.61 | +21.04% | 3 qtrssince 2019-Q2 | Increased 61 |
ALPHABET INC-CL C | 376,128 | $502.9M | 3.6% | $60.00 | +10.51% | 4 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.7M | $454.8M | 3.3% | $198.90 | +30.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1.4M | $447.6M | 3.2% | $31.05 | +4.12% | 2 qtrssince 2019-Q3 | Increased 94 |
MASTERCARD INC - A | 1.5M | $433.4M | 3.1% | $226.44 | +26.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 3.3M | $406.7M | 2.9% | $99.68 | +14.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
TRANSDIGM GROUP INC | 707,950 | $396.5M | 2.8% | $382.14 | +228.91% | 3 qtrssince 2019-Q2 | Decreased 0 |
NEBIUS GROUP NV | 9.1M | $396M | 2.8% | — | — | 1 qtr | New 82 |
BLACKSTONE INC | 6.8M | $381M | 2.7% | $38.18 | +15.60% | 2 qtrssince 2019-Q3 | Decreased 0 |
MARTIN MARIETTA MATERIALS | 1.2M | $347M | 2.5% | $191.80 | +39.06% | 4 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 934,456 | $303.6M | 2.2% | $309.49 | +3.41% | 3 qtrssince 2019-Q2 | Increased 87 |
Egerton Capital (UK) LLP manages $14B across 33 positions as of Q4 2019. Top holdings: CHTR (8.0%), BABA (7.8%), FISV (6.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 9 new positions, 9 exits, 6 increased. Top move: UNH (NEW, conviction 99). Portfolio: $14.0B across 33 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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