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 Jun 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
14.13%
ALPHABET INC
11.24%
AMPHENOL CORP
8.29%
AMAZON COM INC
8.23%
MOODYS CORP
Top 5 of 23 selected source-table records. 7.46%
Comparison unavailable.
The preceding complete report is not available. Missing data is not a zero position.
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 | 4,264,651shares | $1,463,159,112Reported market value$343.09 / reported unit (derived) | 14.13%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K107ALPHABET INC | 3,291,594shares | $1,163,018,908Reported market value$353.33 / reported unit (derived) | 11.24%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 032095101AMPHENOL CORP | 4,866,688shares | $858,094,428Reported market value$176.32 / reported unit (derived) | 8.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 3,573,408shares | $851,686,063Reported market value$238.34 / reported unit (derived) | 8.23%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODYS CORP | 1,704,229shares | $771,879,399Reported market value$452.92 / reported unit (derived) | 7.46%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67066G104NVIDIA CORPORATION | 3,417,950shares | $683,897,616Reported market value$200.09 / reported unit (derived) | 6.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58507V107MEDLINE INC | 16,470,884shares | $649,611,665Reported market value$39.44 / reported unit (derived) | 6.28%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 929160109VULCAN MATLS CO | 1,971,694shares | $581,669,447Reported market value$295.01 / reported unit (derived) | 5.62%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G25508105CRH PLC | 4,383,866shares | $469,073,662Reported market value$107 / reported unit (derived) | 4.53%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 038222105APPLIED MATLS INC | 521,065shares | $376,729,995Reported market value$723 / reported unit (derived) | 3.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45841N107INTERACTIVE BROKERS GROUP IN | 4,129,416shares | $359,424,369Reported market value$87.04 / reported unit (derived) | 3.47%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 25179M103DEVON ENERGY CORP NEW | 7,558,060shares | $312,299,039Reported market value$41.32 / reported unit (derived) | 3.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31488V107FERGUSON ENTERPRISES INC | 1,006,024shares | $238,759,676Reported market value$237.33 / reported unit (derived) | 2.31%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 294429105EQUIFAX INC | 1,481,188shares | $235,094,159Reported market value$158.72 / 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 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 29082A107EMBRAER S.A. | 3,384,349shares | $215,921,466Reported market value$63.8 / reported unit (derived) | 2.09%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57636Q104MASTERCARD INCORPORATED | 363,490shares | $186,688,464Reported market value$513.6 / reported unit (derived) | 1.80%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 512816109LAMAR ADVERTISING CO | 1,090,619shares | $170,114,752Reported market value$155.98 / 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 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 90353T100UBER TECHNOLOGIES INC | 2,319,648shares | $167,385,800Reported market value$72.16 / reported unit (derived) | 1.62%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G54950103LINDE PLC | 300,854shares | $156,125,175Reported market value$518.94 / reported unit (derived) | 1.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 04247X102ARMSTRONG WORLD INDS INC NEW | 925,394shares | $148,451,705Reported market value$160.42 / reported unit (derived) | 1.43%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 351,920shares | $143,322,939Reported market value$407.26 / reported unit (derived) | 1.38%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92840M102VISTRA CORP | 485,253shares | $76,975,683Reported market value$158.63 / reported unit (derived) | 0.74%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 767292105RIOT PLATFORMS INC | 2,628,731shares | $71,974,655Reported market value$27.38 / reported unit (derived) | 0.70%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Egerton Capital (US), LP. View original row attribution ↗30 Jun 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
Found a missing detail or an error?Help improve this record ↗
BUILT WITH YOUR INPUTYour comments help
Your comments help
HoldingsAtlas grow.
Tell us what is useful, what is missing and what we could do better. Your feedback matters.
Visit the feedback page ↗