Egerton Capital (UK) LLP
LONDON X0 · SEC CIK 0001581811
$103.51亿2026Q2 申报市值
23持仓数
76.0%前十大占比 · 第一大 14.1%
5 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MDLN 加仓+$4.77亿
AMAT 新建仓+$3.77亿
APH 加仓+$3.52亿
AMZN 加仓+$2.88亿
EFX 新建仓+$2.35亿
2026Q2 卖出最多 按季末市值估算
CRS 清仓-$5.25亿
LIN 减仓-$3.98亿
CME 清仓-$3.49亿
CNQ 清仓-$2.77亿
IBKR 减仓-$1.87亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $14.63亿 | 14.13% | 4,264,651 | 153,681 | 3.7% | $5,272.64万 | 加仓 |
| GOOG | ALPHABET INC | $11.63亿 | 11.24% | 3,291,594 | -168,055 | -4.9% | -$5,937.89万 | 减仓 |
| APH | AMPHENOL CORP | $8.58亿 | 8.29% | 4,866,688 | 1,995,335 | 69.5% | $3.52亿 | 加仓 |
| AMZN | AMAZON COM INC | $8.52亿 | 8.23% | 3,573,408 | 1,210,074 | 51.2% | $2.88亿 | 加仓 |
| MCO | MOODYS CORP | $7.72亿 | 7.46% | 1,704,229 | 158,559 | 10.3% | $7,181.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.84亿 | 6.61% | 3,417,950 | 742,932 | 27.8% | $1.49亿 | 加仓 |
| MDLN | MEDLINE INC | $6.50亿 | 6.28% | 16,470,884 | 12,105,082 | 277.3% | $4.77亿 | 加仓 |
| VMC | VULCAN MATLS CO | $5.82亿 | 5.62% | 1,971,694 | 202,478 | 11.4% | $5,973.30万 | 加仓 |
| CRH | CRH PLC | $4.69亿 | 4.53% | 4,383,866 | 1,624,535 | 58.9% | $1.74亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.77亿 | 3.64% | 521,065 | 521,065 | — | $3.77亿 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.59亿 | 3.47% | 4,129,416 | -2,145,763 | -34.2% | -$1.87亿 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3.12亿 | 3.02% | 7,558,060 | 1,032,920 | 15.8% | $4,268.03万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2.39亿 | 2.31% | 1,006,024 | 371,766 | 58.6% | $8,823.12万 | 加仓 |
| EFX | EQUIFAX INC | $2.35亿 | 2.27% | 1,481,188 | 1,481,188 | — | $2.35亿 | 新建仓 |
| EMBJ | EMBRAER S.A. | $2.16亿 | 2.09% | 3,384,349 | 409,118 | 13.8% | $2,610.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.87亿 | 1.80% | 363,490 | -96,162 | -20.9% | -$4,938.88万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $1.70亿 | 1.64% | 1,090,619 | 1,875 | 0.2% | $29.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.67亿 | 1.62% | 2,319,648 | -2,332,715 | -50.1% | -$1.68亿 | 减仓 |
| LIN | LINDE PLC | $1.56亿 | 1.51% | 300,854 | -767,517 | -71.8% | -$3.98亿 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.48亿 | 1.43% | 925,394 | 477,358 | 106.5% | $7,657.78万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.43亿 | 1.38% | 351,920 | 351,920 | — | $1.43亿 | 新建仓 |
| VST | VISTRA CORP | $7,697.57万 | 0.74% | 485,253 | 485,253 | — | $7,697.57万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $7,197.47万 | 0.70% | 2,628,731 | 2,628,731 | — | $7,197.47万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,330,920 | -100.0% | -$5.25亿 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,182,907 | -100.0% | -$3.49亿 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -5,690,211 | -100.0% | -$2.77亿 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -1,116,922 | -100.0% | -$1.07亿 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -317,308 | -100.0% | -$9,431.35万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -971,884 | -100.0% | -$8,137.58万 | 清仓 |