Egerton Capital (UK) LLP 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows V unchanged to 16.86%; MCO unchanged to 9.15%; LIN unchanged to 7.19%. Combined with top 5 47.00%, top 10 75.24%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-06-30 (16.65% strategy return, 9.83% benchmark, 6.82% excess, 32.91% turnover), while the weakest was 2025-03-31 (4.64% strategy return, 9.22% benchmark, -4.58% excess, 40.92% turnover). Those periods should be read alongside baseline metrics of return 15.62%, alpha 1.79%, beta 1.01, Sharpe 0.84, Sortino 1.06, and max drawdown -33.94% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 47.00%, top 10 75.24%, top 20 100.01%. The largest names are V 16.86%, MCO (Moody's Corporation) 9.15%, LIN (Linde plc) 7.19%, CRS (Carpenter Technology Corporation) 7.12%, and AMZN (Amazon.com, Inc.) 6.68%, and the largest sector exposures are Financials 42.31%, Materials 17.67%, and Industrials 14.67%. If those exposures reverse, baseline performance can diverge sharply from a broad index.