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Gurus
Growth At A Reasonable Price
EGERTON CAPITAL (UK) LLP (Data extracted from 13F, 13D, 13G and Form 4)

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EGERTON CAPITAL (UK) LLP

AUM: $16.05 B

13-F Portfolio Value: $10.35 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 76.03%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AMAT	APPLIED MATLS INC	3.64%	521,065	$376,729,995	521,065	New	$723	13F
EFX	EQUIFAX INC	2.27%	1,481,188	$235,094,159	1,481,188	New	$158.72	13F
SPGI	S&P GLOBAL INC	1.38%	351,920	$143,322,939	351,920	New	$407.26	13F
VST	VISTRA CORP	0.74%	485,253	$76,975,683	485,253	New	$158.63	13F
RIOT	RIOT PLATFORMS INC	0.7%	2,628,731	$71,974,655	2,628,731	New	$27.38	13F