13F filer · graded

Egerton Capital (UK) LLP

#24 of 161

rank in today's book

86th

percentile

66.1%

niche skew

2

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

AMAT2026-07-21Consensus at buyConsensus now−26.3%
NVDA2026-05-13Consensus at buyConsensus now+0.1%

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As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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