Egerton Capital (uk) Llp (John Armitage)
Basic Stats
Market Value
8.67B
Top 10 (%)
59.8%
Portfolio Size (Change from Prev.)
27 (-3)
Avg. Holding Period
9 years
Turnover
0.3%
Industry Breakdown
Services-prepackaged Software
5.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AMAZON COM INC | Amazon Com Inc | 803.25M | 9.3% | 4.2M | 75.3% | 1.8M | 190.00 | — |
 PROGRESSIVE CORP | Progressive Corp | 786.44M | 9.1% | 2.8M | -1.7% | -48.3K | 283.00 | — |
 FISERV INC | Fiserv Inc | 525.91M | 6.1% | 2.4M | 2.4% | 56.9K | 221.00 | — |
 MSFT | Microsoft Corp | 498.72M | 5.8% | 1.3M | -24.4% | -429.5K | 375.00 | 0.0% |
 FLUTTER ENTMT PLC | Flutter Entmt Plc | 486.04M | 5.6% | 2.2M | 16.9% | 316.4K | 222.00 | — |
 CME GROUP INC | Cme Group Inc | 459.00M | 5.3% | 1.7M | 79.4% | 765.8K | 265.00 | — |
 META PLATFORMS INC | Meta Platforms Inc | 427.92M | 4.9% | 742.5K | -7.4% | -59.0K | 576.00 | — |
 ARCH CAP GROUP LTD | Arch Cap Group Ltd | 416.00M | 4.8% | 4.3M | 8.5% | 337.2K | 96.00 | — |
 ELI LILLY & CO | Eli Lilly & Co | 407.02M | 4.7% | 492.8K | 75.4% | 211.8K | 826.00 | — |
 CRH PLC | Crh Plc | 372.22M | 4.3% | 4.2M | -2.3% | -97.7K | 88.00 | — |
 VISA INC | Visa Inc | 336.09M | 3.9% | 959.0K | 11.1% | 96.1K | 350.00 | — |
 CARPENTER TECHNOLOGY CORP | Carpenter Technology Corp | 329.73M | 3.8% | 1.8M | New Buy | 1.8M | 181.00 | — |
 INTERACTIVE BROKERS GROUP IN | Interactive Brokers Group In | 303.69M | 3.5% | 1.8M | -0.8% | -14.2K | 166.00 | — |
 GE AEROSPACE | Ge Aerospace | 299.70M | 3.5% | 1.5M | -37.7% | -907.2K | 200.00 | — |
 CANADIAN PACIFIC KANSAS CITY | Canadian Pacific Kansas City | 292.46M | 3.4% | 4.2M | -41.1% | -2.9M | 70.00 | — |