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
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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.
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01 / THE RECORDS46 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 1,006,024shares | $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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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
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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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