Egerton Capital (UK) LLP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Philip Niel, General Counsel and Chief Compliance Officer, lists a total of 23 holdings across various sectors.
The portfolio is dominated by Amphenol Corporation, which holds 10,708,713 shares. Devon Energy Corporation follows with 10,829,392 shares, and Medline Industries Inc. holds 13,283,017 shares. Other significant positions include Interactive Brokers Group Inc. with 3,160,704 shares and Visa Inc. with 4,079,226 shares.
The filing details a diverse mix of holdings, including Alphabet Inc., Amazon.com Inc., NVIDIA Corporation, and Mastercard Incorporated. Smaller positions are held in companies such as Thermo Fisher Scientific Inc., S&P Global Inc., and Lamar Advertising Co.
