Egerton Capital (UK) LLP

Egerton Capital (UK) LLP is a hedge fund sponsor based out of London that is currently authorized and regulated by the FCA and registered under the SEC. The company was founded in 2013, although Egerton Capital itself can trace its history back to 1994. Egerton Capital (UK) conducts its research in house, utilizing fundamental method with a bottom up investment approach to create a portfolio that is “dynamic, eclectic, and uncorrelated.” The company believes that diversification, both geographically and through sectors, is crucial and emphasizes investments in companies with attractive valuations that have significant upside potential. Egerton Capital (UK) invests in public equity markets on a global scale, utilizing methods that include meeting with company management, analyzing public information, and proprietary and independent research. The company currently invests most heavily in the consumer discretionary and information technology sectors, each making up approximately a third of its total asset allocations, and also invests in the transports, finance, and health care sectors, among others to a lesser degree, in order of decreasing allocation. Egerton Capital (UK) currently has 39 employees with 13 of them being investment professionals. The majority of the company’s ownership is held by its parent company Egerton Capital Limited with remaining ownership split amongst key executives. The company currently holds over $15 billion in total assets under management spread across 6 accounts, all of which are discretionary accounts. Although its total number of accounts held has been decreasing in recent years, its total assets under management has been increasing, growing from $4.6 billion back in 2010 to well over three times that amount today. Egerton Capital (UK) mainly provides to pooled investment vehicles, although it also caters to endowments, fund of funds, high net worth individuals, pension plans, and sovereign wealth funds, among others, to a lesser degree. The company currently manages its Equity Long/Short and Equity Long-Only strategies.

Holdings MV

8.64B

Last Updated

2026-02-16

Total Holdings

Tracker Performance

Egerton Capital (UK) LLP

S&P 500

Total Return

+8.53%

Annualized Return

+13.67%

1 Day Change

+0.84%

Sharpe Ratio

0.74

Trade Updates

2026-02-16

Ticker

Name

02/16

Sell

4.07%

Fill Price --

0.00%

Ticker

Name

02/16

Buy

9.02%

Fill Price --

13.55%

Ticker

Name

02/16

Buy

5.76%

Fill Price --

6.31%

Ticker

Name

02/16

Buy

4.49%

Fill Price --

4.66%

Ticker

Name

02/16

Buy

3.97%

Fill Price --

4.14%

Ticker

Name

02/16

Buy

4.77%

Fill Price --

4.97%

Ticker

Name

02/16

Sell

1.86%

Fill Price --

0.00%

Ticker

Name

02/16

Sell

5.82%

Fill Price --

3.30%

Ticker

Name

02/16

Buy

5.61%

Fill Price --

6.83%

Ticker

Name

02/16

Buy

1.67%

Fill Price --

2.70%

Ticker

Name

02/16

Sell

7.63%

Fill Price --

3.05%

Ticker

Name

02/16

Sell

2.19%

Fill Price --

0.00%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

4.05%

Ticker

Name

02/16

Buy

4.82%

Fill Price --

6.00%

Ticker

Name

02/16

Sell

1.72%

Fill Price --

0.00%

Ticker

Name

02/16

Buy

2.63%

Fill Price --

2.75%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

3.82%

Ticker

Name

02/16

Sell

3.81%

Fill Price --

0.00%

Ticker

Name

02/16

Buy

7.82%

Fill Price --

8.13%

Ticker

Name

02/16

Sell

5.92%

Fill Price --

0.00%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

1.71%

Ticker

Name

02/16

Sell

7.70%

Fill Price --

3.60%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

2.18%

Ticker

Name

02/16

Buy

8.72%

Fill Price --

11.89%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

3.64%

Ticker

Name

02/16

Buy

0.00%

Fill Price --

2.72%

Current Holdings

Non-Bank Financials

25.71%

Computer

14.71%

Building Materials

7.99%

Commerce

7.71%

Internet & Media

6.86%

Other

6.38%

Electronics

5.06%

Mechanical Equipment

4.86%

Medical Biology

3.92%

Leisure Services

2.30%

Defense

1.42%

Transportation

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+294.04%

6.30%

Ticker

Name

+77.88%

4.91%

Ticker

Name

+57.22%

6.38%

Ticker

Name

+38.35%

5.06%

Ticker

Name

+30.92%

4.10%

Ticker

Name

+26.93%

4.86%

Ticker

Name

+11.66%

2.30%

Ticker

Name

+8.78%

3.39%

Ticker

Name

+8.29%

3.23%

Ticker

Name

+7.71%

1.42%

Ticker

Name

+2.41%

1.85%

Ticker

Name

-1.34%

4.04%

Ticker

Name

-1.43%

3.43%

Ticker

Name

-1.78%

1.45%

Ticker

Name

-4.88%

2.21%

Ticker

Name

-5.15%

7.71%

Ticker

Name

-5.86%

7.29%

Ticker

Name

-7.09%

3.08%

Ticker

Name

-19.17%

6.56%

Ticker

Name

-25.49%

3.92%

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.