---
name: Copy Egerton Capital
kind: hedgecopy-fund
cik: 0001581811
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-07-21
author: HedgeCopy
---

# Copy Egerton Capital (13F follow-the-filing)

Egerton Capital files a 13F-HR with the SEC each quarter (CIK 0001581811). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +17.8% vs SPY +22.9% (alpha -5.1%/yr)
- Annualised since the series started (2022-08-12 to 2026-10-09): +14.3% vs SPY +16.9%
- Follow-the-filing TTM: +4.7% vs SPY +16.2% (alpha -11.5%)
- Quarters of history: 17; average coverage 86%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | V | VISA INC | 14.1% |
| 2 | GOOG | ALPHABET INC | 11.2% |
| 3 | APH | AMPHENOL CORP | 8.3% |
| 4 | AMZN | AMAZON COM INC | 8.2% |
| 5 | MCO | MOODYS CORP | 7.5% |
| 6 | NVDA | NVIDIA CORPORATION | 6.6% |
| 7 | MDLN | MEDLINE INC | 6.3% |
| 8 | VMC | VULCAN MATLS CO | 5.6% |
| 9 | — | CRH PLC | 4.5% |
| 10 | AMAT | APPLIED MATLS INC | 3.6% |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | 3.5% |
| 12 | DVN | DEVON ENERGY CORP NEW | 3.0% |
| 13 | FERG | FERGUSON ENTERPRISES INC | 2.3% |
| 14 | EFX | EQUIFAX INC | 2.3% |
| 15 | EMBJ | EMBRAER S.A. | 2.1% |
| 16 | MA | MASTERCARD INCORPORATED | 1.8% |
| 17 | LAMR | LAMAR ADVERTISING CO | 1.6% |
| 18 | UBER | UBER TECHNOLOGIES INC | 1.6% |
| 19 | — | LINDE PLC | 1.5% |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | 1.4% |

## About the fund

Egerton Capital is an independent, partner-owned investment management firm based in London, founded in 1994. The firm specializes in global equity long-only and long/short strategies, employing a fundamental, research-driven approach to achieve long-term risk-adjusted performance.

- Strategy: Equity long-only and long/short
- Type: Long-only, Long/short equity
- Founders: John Armitage, William Bollinger
- Key people: John Armitage (Chief Investment Officer & Founder); Ralph Kanza (Chairman); Jeff Blumberg (Chief Executive Officer); Simon Cook (Chief Operating Officer); Philip Niel (General Counsel & Chief Compliance Officer); Nick Ballard (Finance Director)
- Founded 1994 · HQ London, United Kingdom
- Reported AUM: $19.4bn (as of 30-Sep-2026)
- Website: https://www.egertoncapital.com/

### Approach
Egerton Capital employs a fundamental, research-intensive, bottom-up stock picking approach. The firm analyzes companies through methods such as site visits, meetings, and independent research, while maintaining a benchmark-independent philosophy. It emphasizes liquidity, quality companies at attractive valuations, and awareness of the macro context, typically utilizing little or no leverage.

### History
Founded in 1994, Egerton Capital is an independent, partner-owned investment management firm based in London. The firm was established by John Armitage and William Bollinger. Over its history, it has focused on delivering long-term risk-adjusted performance through global equity strategies.

### Notable positions / campaigns
- Ryanair (2023): Built a stake in Ryanair.
- Flutter Entertainment (2024): Investment in Flutter Entertainment.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001581811"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.