Egerton Capital (UK) LLP — 13F-HR — 2026-09-30
U.S. SEC EDGAR · Published 20 Oct 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P073INVESTOR
John Armitage
Co-founder and Chief Investment Officer of Egerton, and a partner of Egerton Capital (UK) LLP. This page covers the institution’s dated public disclosures.
Biography: www.egertoncapital.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Sept 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗VISA INC
14.93%
AMAZON COM INC
11.96%
AMPHENOL CORP
9.19%
NVIDIA CORPORATION
8.70%
MOODYS CORP
Top 5 of 23 selected source-table records. 7.57%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS23 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 92826C839VISA INC | 4,079,226shares | $1,465,788,279Reported market value$359.33 / reported unit (derived) | 14.93%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 4,714,127shares | $1,174,524,742Reported market value$249.15 / reported unit (derived) | 11.96%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 032095101AMPHENOL CORP | 10,708,713shares | $902,744,506Reported market value$84.3 / reported unit (derived) | 9.19%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67066G104NVIDIA CORPORATION | 3,741,971shares | $854,591,337Reported market value$228.38 / reported unit (derived) | 8.70%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODYS CORP | 1,637,246shares | $743,522,526Reported market value$454.13 / reported unit (derived) | 7.57%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K107ALPHABET INC | 2,099,142shares | $715,261,645Reported market value$340.74 / reported unit (derived) | 7.28%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 25179M103DEVON ENERGY CORP NEW | 10,829,392shares | $498,585,208Reported market value$46.04 / reported unit (derived) | 5.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58507V107MEDLINE INC | 13,283,017shares | $460,920,690Reported market value$34.7 / reported unit (derived) | 4.69%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 790,364shares | $311,774,887Reported market value$394.47 / reported unit (derived) | 3.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G25508105CRH PLC | 3,631,232shares | $300,666,010Reported market value$82.8 / reported unit (derived) | 3.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45841N107INTERACTIVE BROKERS GROUP IN | 3,160,704shares | $269,987,336Reported market value$85.42 / reported unit (derived) | 2.75%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 929160109VULCAN MATLS CO | 1,007,912shares | $246,565,513Reported market value$244.63 / reported unit (derived) | 2.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 29082A107EMBRAER S.A. | 3,242,138shares | $244,197,834Reported market value$75.32 / reported unit (derived) | 2.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31488V107FERGUSON ENTERPRISES INC | 1,060,203shares | $236,022,392Reported market value$222.62 / reported unit (derived) | 2.40%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45866F104INTERCONTINENTAL EXCHANGE IN | 1,467,474shares | $223,100,072Reported market value$152.03 / reported unit (derived) | 2.27%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57636Q104MASTERCARD INCORPORATED | 347,692shares | $191,741,707Reported market value$551.47 / reported unit (derived) | 1.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G54950103LINDE PLC | 401,932shares | $190,777,024Reported market value$474.65 / reported unit (derived) | 1.94%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 04247X102ARMSTRONG WORLD INDS INC NEW | 993,344shares | $160,852,194Reported market value$161.93 / reported unit (derived) | 1.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 192,860shares | $139,858,215Reported market value$725.18 / reported unit (derived) | 1.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 883556102THERMO FISHER SCIENTIFIC INC | 198,227shares | $133,813,136Reported market value$675.05 / reported unit (derived) | 1.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92840M102VISTRA CORP | 951,011shares | $131,572,372Reported market value$138.35 / reported unit (derived) | 1.34%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 512816109LAMAR ADVERTISING CO | 867,591shares | $125,028,539Reported market value$144.11 / reported unit (derived) | 1.27%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 254687106DISNEY WALT CO | 933,073shares | $97,879,358Reported market value$104.9 / reported unit (derived) | 1.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Sept 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Egerton Capital (UK) LLP — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 21 Jul 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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