StockDriftsStockDriftsTop 24 Egerton Capital (UK) LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 13.79% | 4.11M | $1.24B | +25.68%(+839.97K) | $314.40(+2.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 11.01% | 3.46M | $992.4M | +220.70%(+2.38M) | $248.43(+59.87%) | 2026-03-31 | |
| MCO | MOODYS CORP | 7.48% | 1.55M | $674.3M | +99.85%(+772.26K) | $483.61(-10.53%) | 2026-03-31 | |
| LIN | LINDE PLC | 5.88% | 1.07M | $529.7M | new | $461.08(+10.97%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 5.82% | 1.33M | $524.6M | -14.30%(-222.09K) | $189.70(+126.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.46% | 2.36M | $492.2M | -59.89%(-3.53M) | $192.75(+38.64%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 5.35% | 1.77M | $481.8M | +84.26%(+809.04K) | $288.34(-4.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.18% | 2.68M | $466.5M | new | $180.45(+30.64%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4.67% | 6.28M | $420.9M | -9.57%(-664.40K) | $31.31(+181.93%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.03% | 2.87M | $362.8M | -22.56%(-836.56K) | $80.58(+60.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.03% | +77.27% |
| Top 20 Holdings Unweighted | +25.28% | +96.61% |
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