Egerton Capital (UK) LLP

CIK 0001581811 · Q1 2026

13F Equity AUM

$9.0B

-2.1% QoQ

Positions

+1 QoQ

AUM Rank

#687

Top 6%

Skill Alpha (FF)

+2.6%/yr^ns

No Clear Edge

Rank #984 · Top 12%

vs S&P +1.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 44.0%Top 10: 68.7%Top 20: 96.0%

V13.8%

GOOG11.0%

DUT7.5%

LIN5.9%

CRS5.8%

AMZN5.5%

VMC5.3%

NVDA5.2%

IBKR4.7%

APH4.0%

Others (14)31.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services27.1%

Basic Materials14.4%

Technology12.9%

Communication Services11.9%

Industrials10.2%

Consumer Discretionary7.5%

Energy6.7%

Consumer Cyclical5.5%

Other3.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 24Median: 3.68%Avg: 4.17%

0–0.5%

0(0.0%)

0.5–1%

2(1.7%)

1–3%

7(12.1%)

3–5%

7(26.2%)

5%+

8(60.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 24Unique: 0vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

FMR LLC

0.8%

MORGAN STANLEY

0.5%

JPMORGAN CHASE & CO

0.5%

BANK OF AMERICA CORP /DE/

0.5%

STATE STREET CORP

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased9Decreased8Exited6

New Positions

LIN5.9%

+1.1M

NVDA5.2%

+2.7M

DVN3.6%

+6.5M

CRC3.1%

+5.7M

MDLN2.2%

+4.4M

ACGL1.2%

+1.1M

AWI0.8%

+448K

Increased

GOOG11.0%

+2.4M(+221%)

UBER3.7%

+2.0M(+74%)

V13.8%

+840K(+26%)

VMC5.3%

+809K(+84%)

DUT7.5%

+772K(+100%)

CRH.L3.2%

+498K(+22%)

LAMR1.5%

+367K(+51%)

CME3.9%

+3K(+0%)

MA2.5%

+1K(+0%)

Decreased

AMZN5.5%

-3,529,162(-60%)

APH4.0%

-836,558(-23%)

IBKR4.7%

-664,402(-10%)

NYT0.9%

-438,119(-31%)

FERG1.6%

-374,056(-37%)

EMBJ2.0%

-302,909(-9%)

CRS5.8%

-222,092(-14%)

RNR-PG1.1%

-173,318(-35%)

Exited

-1,748,656

-5,385,084

-2,069,130

-2,069,751

-729,325

-254,813

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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