Egerton Capital (UK) LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 20.3M | $1.5B | 13.1% | — | — | 16 qtrssince 2019-Q1 | Decreased 0 | |
CANADIAN NATL RAILWAY CO | 11M | $1.3B | 11.2% | $109.07 | +2.66% | 6 qtrssince 2021-Q3 | Decreased 0 |
SCHWAB (CHARLES) CORP | 9.5M | $790.8M | 6.8% | $67.73 | +64.01% | 7 qtrssince 2021-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.8M | $786M | 6.8% | $203.23 | -0.65% | 10 qtrssince 2020-Q3 | Increased 64 |
ALPHABET INC-CL C | 8.3M | $732.3M | 6.3% | $96.45 | -8.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2M | $695.9M | 6.0% | $317.35 | +7.50% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHLUMBERGER LTD | 11M | $588.8M | 5.1% | $49.30 | 0.00% | 1 qtr | New 98 |
MICROSOFT CORP | 2.4M | $582.1M | 5.0% | $181.83 | +28.81% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $564.1M | 4.9% | $280.23 | +79.11% | 13 qtrssince 2019-Q4 | Decreased 0 |
CENOVUS ENERGY INC | 28.7M | $557.6M | 4.8% | $16.45 | +9.28% | 3 qtrssince 2022-Q2 | Decreased 0 |
FIRST CITIZENS BCSHS -CL A | 710,382 | $538.7M | 4.6% | $733.83 | +2.21% | 7 qtrssince 2021-Q2 | Decreased 0 |
LOWE'S COS INC | 2.3M | $454M | 3.9% | $217.23 | -14.89% | 5 qtrssince 2021-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 216,818 | $436.9M | 3.8% | $67.12 | +17.90% | 3 qtrssince 2022-Q2 | Increased 60 |
TECK RESOURCES LTD-CLS B | 11.4M | $431M | 3.7% | $32.06 | +13.08% | 4 qtrssince 2022-Q1 | Decreased 0 |
ANALOG DEVICES INC | 2M | $322.9M | 2.8% | $150.31 | +3.59% | 9 qtrssince 2020-Q4 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 1.2M | $265.5M | 2.3% | $182.98 | +16.21% | 4 qtrssince 2022-Q1 | Increased 54 |
APPLIED MATERIALS INC | 2.5M | $240.5M | 2.1% | $102.28 | -7.33% | 4 qtrssince 2022-Q1 | Decreased 0 |
CSX CORP | 7.6M | $234.7M | 2.0% | $29.80 | +68.33% | 9 qtrssince 2020-Q4 | Decreased 0 |
ICICI BANK LTD-SPON ADR | 10.2M | $223.6M | 1.9% | $21.36 | 0.00% | 1 qtr | New 71 |
KKR & CO INC | 4.4M | $204.6M | 1.8% | — | — | — | — |
Egerton Capital (UK) LLP manages $11.6B across 21 positions as of Q4 2022. Top holdings: CANADIAN PACIFIC RAILWAY LTD (13.1%), CNI (11.2%), SCHW (6.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, exited 5, increased 3, trimmed 15. Top move: SLB (NEW, conviction 98). Portfolio: $11.6B across 21 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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Top Losers
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