Stock Taper 
EGERTON CAPITAL (UK) LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Linde plc | LIN | 300.85K | $156.13M |
 S&P Global Inc. | SPGI | 351.92K | $143.32M |
 Mastercard Incorporated | MA | 363.49K | $186.69M |
 Vistra Corp. | VST | 485.25K | $76.98M |
 Applied Materials, Inc. | AMAT | 521.07K | $376.73M |
 Armstrong World Industries, Inc. | AWI | 925.39K | $148.45M |
 Ferguson plc | FERG | 1.01M | $238.76M |
 Lamar Advertising Company | LAMR | 1.09M | $170.11M |
 Equifax Inc. | EFX | 1.48M | $235.09M |
 Moody's Corporation | MCO | 1.7M | $771.88M |
 Vulcan Materials Company | VMC | 1.97M | $581.67M |
 Uber Technologies, Inc. | UBER | 2.32M | $167.39M |
 Riot Platforms, Inc. | RIOT | 2.63M | $71.97M |
 Alphabet Inc. | GOOG | 3.29M | $1.16B |
 NVIDIA Corporation | NVDA | 3.42M | $683.9M |
 Amazon.com, Inc. | AMZN | 3.57M | $851.69M |
 Interactive Brokers Group, Inc. | IBKR | 4.13M | $359.42M |
 Visa Inc. | V | 4.26M | $1.46B |
 CRH plc | CRH | 4.38M | $469.07M |
 Amphenol Corporation | APH | 4.87M | $858.09M |