Philip Niel

Egerton Capital (uk) Llp

Assets Managed

$10.351B

Holdings

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

14.89%(2Q avg: 6.41%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Egerton Capital (uk) Llp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Egerton Capital (uk) Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 10.351B in assets, with a quarterly growth rate of 14.89% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Philip Niel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
V Visa Inc-class A Shares Recent Activity Increased 3.74%	14.14%	$1.463B 4.265M shares@ $343.1 avg price	Increased 3.74%
GOOG Alphabet Inc-cl C Recent Activity Decreased -4.85%	11.24%	$1.163B 3.292M shares@ $353.33 avg price	Decreased -4.85%
APH Amphenol Corp-cl A Recent Activity Increased 69.5%	8.29%	$858.094M 4.867M shares@ $176.32 avg price	Increased 69.5%
AMZN Amazon.com Inc Recent Activity Increased 51.21%	8.23%	$851.686M 3.573M shares@ $238.35 avg price	Increased 51.21%
MCO Moody's Corp Recent Activity Increased 10.26%	7.46%	$771.879M 1.704M shares@ $452.93 avg price	Increased 10.26%
NVDA Nvidia Corp Recent Activity Increased 27.78%	6.61%	$683.898M 3.418M shares@ $200.1 avg price	Increased 27.78%
MDLN Medline Inc-cl A Recent Activity Increased 277.28%	6.28%	$649.612M 16.471M shares@ $39.45 avg price	Increased 277.28%
VMC Vulcan Materials Co Recent Activity Increased 11.45%	5.62%	$581.669M 1.972M shares@ $295.02 avg price	Increased 11.45%
CRH Crh Plc Recent Activity Increased 58.88%	4.54%	$469.074M 4.384M shares@ $107.0 avg price	Increased 58.88%
AMAT Applied Materials Inc Recent Activity New Position	3.64%	$376.73M 521,065 shares@ $723.0 avg price	New Position

1-10 of 23