Filed. Egerton Capital submitted its 13F-HR for the quarter ended Sep 30, 2026 on Oct 20, 2026. EDGAR accession 0001581811-26-000009. Its Q3 positions join the fund page once the complete quarter dataset is integrated; season aggregates are on the Q3 2026 season tracker.
From the fund's 2026 Q2 Form 13F (filed Jul 21, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| V · VISA INC. | 4,264,651 | 14.13% |
| GOOG · Alphabet Inc. | 3,291,594 | 11.24% |
| APH · AMPHENOL CORP /DE/ | 4,866,688 | 8.29% |
| AMZN · AMAZON COM INC | 3,573,408 | 8.23% |
| MCO · MOODYS CORP /DE/ | 1,704,229 | 7.46% |
| NVDA · NVIDIA CORP | 3,417,950 | 6.61% |
| MDLN · Medline Inc. | 16,470,884 | 6.28% |
| VMC · Vulcan Materials CO | 1,971,694 | 5.62% |
| CRH · CRH PUBLIC LTD CO | 4,383,866 | 4.53% |
| AMAT · APPLIED MATERIALS INC /DE | 521,065 | 3.64% |
Largest increase 2026 Q1 → 2026 Q2: MDLN (+277.3% of shares). New position in 2026 Q2: AMAT (3.64% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: LIN (-71.8% of shares). Exited in 2026 Q2: CRS, CME, CNQ and 3 more.
Full record: Egerton Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
Open the interactive tool →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.