Egerton Capital (UK) LLP

All 13F Filings

Location
London, X0
Most recent 13F
Q4 2025
Holdings value ($000)
9,200,432
Description
London London based relationship driven wealth allocation platform with a partnership structure and a mandate specific and implementation minded investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through liquidity aware implementation and governance clarity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 23 9,200,432 13F-HR Egerton Capital (UK) LLP
Q3 2025 11/12/2025 24 9,481,830 13F-HR Egerton Capital (UK) LLP
Q2 2025 8/12/2025 25 9,747,354 13F-HR Egerton Capital (UK) LLP
Q1 2025 5/6/2025 27 8,666,731 13F-HR Egerton Capital (UK) LLP
Q4 2024 2/10/2025 30 8,646,801 13F-HR Egerton Capital (UK) LLP
Q3 2024 11/5/2024 30 9,908,570 13F-HR Egerton Capital (UK) LLP
Q2 2024 8/13/2024 26 9,903,964 13F-HR Egerton Capital (UK) LLP
Q1 2024 5/13/2024 22 10,348,585 13F-HR Egerton Capital (UK) LLP
Q4 2023 2/12/2024 22 9,232,101 13F-HR Egerton Capital (UK) LLP
Q3 2023 11/13/2023 22 8,616,275 13F-HR Egerton Capital (UK) LLP
Q2 2023 8/10/2023 23 9,699,537 13F-HR Egerton Capital (UK) LLP
Q1 2023 5/9/2023 25 9,264,713 13F-HR Egerton Capital (UK) LLP
Q4 2022 2/7/2023 21 11,621,149 13F-HR Egerton Capital (UK) LLP
Q3 2022 11/10/2022 23 12,879 13F-HR Egerton Capital (UK) LLP
Q2 2022 8/9/2022 26 14,814 13F-HR Egerton Capital (UK) LLP
Q1 2022 8/3/2022 29 18,978 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q1 2022 5/9/2022 29 18,978 13F-HR Egerton Capital (UK) LLP
Q4 2021 8/3/2022 32 21,446 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q4 2021 2/11/2022 32 21,446 13F-HR Egerton Capital (UK) LLP
Q3 2021 8/3/2022 34 21,043 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q3 2021 11/8/2021 34 21,043 13F-HR Egerton Capital (UK) LLP
Q2 2021 8/3/2022 31 20,116 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q2 2021 8/12/2021 31 20,116 13F-HR Egerton Capital (UK) LLP
Q1 2021 8/3/2022 35 18,980 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q1 2021 5/17/2021 35 18,980 13F-HR Egerton Capital (UK) LLP
Q4 2020 8/3/2022 34 17,665 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q4 2020 2/12/2021 34 17,665 13F-HR Egerton Capital (UK) LLP
Q3 2020 8/3/2022 35 16,187,104 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q3 2020 11/9/2020 35 16,187,104 13F-HR Egerton Capital (UK) LLP
Q2 2020 8/3/2022 28 13,461,461 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q2 2020 8/12/2020 28 13,461,461 13F-HR Egerton Capital (UK) LLP
Q1 2020 8/3/2022 26 9,674,850 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q1 2020 5/13/2020 26 9,674,850 13F-HR Egerton Capital (UK) LLP
Q4 2019 8/3/2022 33 13,966,865 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q4 2019 2/13/2020 33 13,966,865 13F-HR Egerton Capital (UK) LLP
Q3 2019 8/3/2022 33 13,961,869 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q2 2019 8/3/2022 31 13,661,599 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q1 2019 8/3/2022 26 14,157 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q4 2018 8/3/2022 26 12,016,021 13F-HR/A - RESTATEMENT Egerton Capital (UK) LLP
Q2 2014 8/11/2014 33 6,314,654 13F-HR Egerton Capital (UK) LLP
Q1 2014 5/13/2014 29 6,566,496 13F-HR Egerton Capital (UK) LLP
Q4 2013 2/12/2014 30 6,630,190 13F-HR Egerton Capital (UK) LLP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 9.2 M 100.0% 0 281.4 K -281.4 K
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
9,200,432
Holdings
23
QoQ value change ($000)
-281,398 (-3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.