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Portfolio (Quarterly) Guide ↗

Egerton Capital (UK) LLP

· CIK 0001581811
13F Portfolio $10.4B AUM 23 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 23 New
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPGI S&P GLOBAL INC Financial Services 351,920.0 $143.3M 1.39% NEW $407.26 +6.4%
22 VST VISTRA CORP Utilities 485,253.0 $77.0M 0.74% NEW $158.63 -14.1%
23 RIOT RIOT PLATFORMS INC Financial Services 2,628,731.0 $72.0M 0.69% NEW $27.38 -26.1%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 23.9%
Consumer Cyclical 9.8%
Industrials 9.6%
Basic Materials 8.5%
Healthcare 7.5%
Energy 3.6%
Real Estate 2.0%
Utilities 0.9%