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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Egerton Capital (UK) LLP INSTITUTION : Egerton Capital (UK) LLP
Egerton Capital (UK) LLP Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-13) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
UNION PACIFIC CORP    (COM) UNP 1,111,788,000 6,863,737 7.96%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 1,104,354,000 2,679,690 7.90%
ALPHABET INC    (CAP STK CL C) GOOG 969,077,000 794,977 6.94%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 925,170,000 5,532,323 6.62%
MICROSOFT CORP    (COM) MSFT 782,731,000 5,629,941 5.60%
CANADIAN PAC RY LTD    (COM) CP 782,085,000 3,515,622 5.60%
BLACKSTONE GROUP INC    (COM CL A) 614,329,000 12,578,405 4.40%
FISERV INC    (COM) FISV 548,470,000 5,294,625 3.92%
VULCAN MATLS CO    (COM) VMC 535,780,000 3,542,583 3.83%
D R HORTON INC    (COM) DHI 494,031,000 9,372,630 3.53%
ADOBE INC    (COM) ADBE 481,343,000 1,742,418 3.44%
MARTIN MARIETTA MATLS INC    (COM) MLM 475,556,000 1,734,973 3.40%
S&P GLOBAL INC    (COM) SPGI 469,744,000 1,917,481 3.36%
TIFFANY & CO NEW    (COM) TIF 452,361,000 4,883,522 3.23%
AMERICAN EXPRESS CO    (COM) AXP 417,947,000 3,533,540 2.99%
WYNN RESORTS LTD    (COM) WYNN 407,086,000 3,744,356 2.91%
MASTERCARD INC    (CL A) MA 404,330,000 1,488,860 2.89%
TRANSDIGM GROUP INC    (COM) TDG 397,893,000 764,194 2.84%
FACEBOOK INC    (CL A) FB 347,699,000 1,952,490 2.49%
SALESFORCE COM INC    (COM) CRM 283,020,000 1,906,630 2.02%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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