Egerton Capital (UK) LLP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 4,053,249 | 5,892,496 | +1,839,247 | 889,971,883 | 1,360,105,927 | +470,134,044 |
| MOODYS CORP | 0 | 773,409 | +773,409 | 0 | 395,095,988 | +395,095,988 |
| ALPHABET INC | 0 | 1,078,768 | +1,078,768 | 0 | 338,517,398 | +338,517,398 |
| VISA INC | 2,383,373 | 3,270,999 | +887,626 | 813,635,875 | 1,147,172,059 | +333,536,184 |
| VULCAN MATLS CO | 0 | 960,173 | +960,173 | 0 | 273,860,543 | +273,860,543 |
| WYNN RESORTS LTD | 0 | 2,069,751 | +2,069,751 | 0 | 249,053,138 | +249,053,138 |
| UBER TECHNOLOGIES INC | 0 | 2,681,172 | +2,681,172 | 0 | 219,078,564 | +219,078,564 |
| CARPENTER TECHNOLOGY CORP | 1,374,333 | 1,553,012 | +178,679 | 337,453,725 | 488,950,298 | +151,496,573 |
| RENAISSANCERE HLDGS LTD | 0 | 490,626 | +490,626 | 0 | 137,944,406 | +137,944,406 |
| NEW YORK TIMES CO | 0 | 1,410,003 | +1,410,003 | 0 | 97,882,408 | +97,882,408 |
| LPL FINL HLDGS INC | 0 | 254,813 | +254,813 | 0 | 91,011,559 | +91,011,559 |
| EMBRAER S.A. | 2,117,012 | 3,278,140 | +1,161,128 | 127,973,375 | 211,013,872 | +83,040,497 |
| CAPITAL ONE FINL CORP | 2,077,839 | 2,069,130 | -8,709 | 441,707,015 | 501,474,347 | +59,767,332 |
| AMPHENOL CORP NEW | 3,823,422 | 3,707,911 | -115,511 | 473,148,473 | 501,087,093 | +27,938,620 |
| INTERACTIVE BROKERS GROUP IN | 6,254,134 | 6,939,581 | +685,447 | 430,346,961 | 446,284,454 | +15,937,493 |
| LAMAR ADVERTISING CO NEW | 723,857 | 722,083 | -1,774 | 88,614,574 | 91,401,266 | +2,786,692 |
| CME GROUP INC | 1,184,788 | 1,179,792 | -4,996 | 320,117,870 | 322,177,599 | +2,059,729 |
| MASTERCARD INCORPORATED | 460,155 | 458,342 | -1,813 | 261,740,766 | 261,658,281 | -82,485 |
| BOSTON SCIENTIFIC CORP | 5,312,504 | 5,385,084 | +72,580 | 518,659,766 | 513,467,759 | -5,192,007 |
| MICROSOFT CORP | 1,810,788 | 1,748,656 | -62,132 | 937,897,645 | 845,685,015 | -92,212,630 |
| SEAGATE TECHNOLOGY HLDNGS PL | 1,592,983 | 729,325 | -863,658 | 376,039,567 | 200,848,812 | -175,190,755 |
| CRH PLC | 4,260,846 | 2,261,060 | -1,999,786 | 510,875,435 | 282,180,288 | -228,695,147 |
| FERGUSON ENTERPRISES INC | 2,600,224 | 1,008,314 | -1,591,910 | 583,958,306 | 224,480,946 | -359,477,360 |