Egerton Capital (UK) LLP
LONDON X0 · SEC CIK 0001581811
$90.10亿2026Q1 申报市值
24持仓数
68.7%前十大占比 · 第一大 13.8%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$6.83亿
LIN 新建仓+$5.30亿
NVDA 新建仓+$4.67亿
MCO 加仓+$3.37亿
DVN 新建仓+$3.28亿
2026Q1 卖出最多 按季末市值估算
MSFT 清仓-$8.46亿
AMZN 减仓-$7.35亿
BSX 清仓-$5.13亿
COF 清仓-$5.01亿
WYNN 清仓-$2.49亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -1,748,656 | -100.0% | -$8.46亿 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,385,084 | -100.0% | -$5.13亿 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -2,069,130 | -100.0% | -$5.01亿 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,069,751 | -100.0% | -$2.49亿 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -729,325 | -100.0% | -$2.01亿 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -254,813 | -100.0% | -$9,101.16万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $7,383.63万 | 0.82% | 448,036 | 448,036 | — | $7,383.63万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $8,137.58万 | 0.90% | 971,884 | -438,119 | -31.1% | -$3,668.37万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $9,431.35万 | 1.05% | 317,308 | -173,318 | -35.3% | -$5,151.53万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.07亿 | 1.19% | 1,116,922 | -2,390,960 | -68.2% | -$2.30亿 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $1.38亿 | 1.53% | 1,088,744 | 366,661 | 50.8% | $4,644.13万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.48亿 | 1.64% | 634,258 | -374,056 | -37.1% | -$8,725.23万 | 减仓 |
| EMBJ | EMBRAER S.A. | $1.77亿 | 1.96% | 2,975,231 | -302,909 | -9.2% | -$1,797.46万 | 减仓 |
| MDLN | MEDLINE INC | $1.94亿 | 2.16% | 4,365,802 | 4,365,802 | — | $1.94亿 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2.30亿 | 2.55% | 459,652 | 1,310 | 0.3% | $65.46万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.77亿 | 3.07% | 5,690,211 | 5,690,211 | — | $2.77亿 | 新建仓 |
| CRH | CRH PLC | $2.90亿 | 3.22% | 2,759,331 | 498,271 | 22.0% | $5,237.82万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $3.28亿 | 3.64% | 6,525,140 | 6,525,140 | — | $3.28亿 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3.35亿 | 3.71% | 4,652,363 | 1,971,191 | 73.5% | $1.42亿 | 加仓 |
| CME | CME GROUP INC | $3.49亿 | 3.88% | 1,182,907 | 3,115 | 0.3% | $92.00万 | 加仓 |
| APH | AMPHENOL CORP | $3.63亿 | 4.03% | 2,871,353 | -836,558 | -22.6% | -$1.06亿 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4.21亿 | 4.67% | 6,275,179 | -664,402 | -9.6% | -$4,456.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.67亿 | 5.18% | 2,675,018 | 2,675,018 | — | $4.67亿 | 新建仓 |
| VMC | VULCAN MATLS CO | $4.82亿 | 5.35% | 1,769,216 | 809,043 | 84.3% | $2.20亿 | 加仓 |
| AMZN | AMAZON COM INC | $4.92亿 | 5.46% | 2,363,334 | -3,529,162 | -59.9% | -$7.35亿 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5.25亿 | 5.82% | 1,330,920 | -222,092 | -14.3% | -$8,753.76万 | 减仓 |
| LIN | LINDE PLC | $5.30亿 | 5.88% | 1,068,371 | 1,068,371 | — | $5.30亿 | 新建仓 |
| MCO | MOODYS CORP | $6.74亿 | 7.48% | 1,545,670 | 772,261 | 99.9% | $3.37亿 | 加仓 |
| GOOG | ALPHABET INC | $9.92亿 | 11.01% | 3,459,649 | 2,380,881 | 220.7% | $6.83亿 | 加仓 |
| V | VISA INC | $12.42亿 | 13.79% | 4,110,970 | 839,971 | 25.7% | $2.54亿 | 加仓 |