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Funds (13F)

Egerton Capital (UK) LLP

Backtest from 15 Nov 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+15.1%
S&P 500 +13.6%
Last 12 months
+11.8%
S&P 500 +12.1%
Sharpe ratio
0.77
S&P 500 0.75
Biggest drop
−33.0%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $62.0k$52.3k
Egerton Capital (UK) LLPS&P 500 $10,000 in Egerton Capital (UK) LLP from 15 Nov 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Egerton Capital (UK) LLP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Egerton Capital (UK) LLP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+15.1%+13.6%
Total return+520%+423%
Last 12 months+11.8%+12.1%
Last 3 months+1.7%—
Last month+3.7%—
This year so far+9.3%—
Volatility a year17.8%16.1%
Sharpe ratio0.770.75
Biggest drop−33.0%−31.8%
Beta to the S&P 5001.031.00
Alpha a year (t-statistic)+1.3% (0.69)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
V15.9%——
APH9.3%——
AMZN9.3%——
MCO8.4%——
NVDA7.4%——
MDLN7.1%——
VMC6.3%——
CRH5.1%——
AMAT4.1%——
IBKR3.9%——
DVN3.4%——
FERG2.6%——
EFX2.6%——
EMBJ2.4%——
MA2.0%——
LAMR1.9%——
UBER1.8%——
LIN1.7%——
AWI1.6%——
SPGI1.6%——
VST0.8%——
RIOT0.8%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest15 Nov 2013 to 2 Nov 2026+15.1%+13.6%0.770.75−33.0%1.03+1.3% (0.69)
2018 onwards5 Jan 2018 to 2 Nov 2026+14.6%+13.9%0.650.66−33.0%1.01+0.8% (0.32)
Last three years3 Nov 2023 to 2 Nov 2026+21.1%+21.8%1.051.16−16.5%0.91+1.0% (0.22)
Last year7 Nov 2025 to 2 Nov 2026+11.7%+14.2%0.550.84−12.3%0.98−1.6% (−0.17)
DateCompanyAction
24 Jul 2026VSTBought
24 Jul 2026SPGIBought
24 Jul 2026RIOTBought
24 Jul 2026EFXBought
24 Jul 2026AMATBought
15 May 2026NVDABought
15 May 2026MDLNBought
15 May 2026LINBought
15 May 2026DVNBought
15 May 2026CNQBought
15 May 2026AWIBought
15 May 2026ACGLBought
13 Feb 2026WYNNBought
13 Feb 2026VMCBought
13 Feb 2026UBERBought
13 Feb 2026RNRBought
13 Feb 2026NYTBought
13 Feb 2026MCOBought
13 Feb 2026LPLABought
14 Nov 2025TRUBought
14 Nov 2025LAMRBought
14 Nov 2025EMBJBought
15 Aug 2025STXBought
15 Aug 2025FERGBought
15 Aug 2025BSXBought

Dated at the rebalance that made the change.

DateCompanyAction
24 Jul 2026RNRSold
24 Jul 2026NYTSold
24 Jul 2026CRSSold
24 Jul 2026CNQSold
24 Jul 2026CMESold
24 Jul 2026ACGLSold
15 May 2026WYNNSold
15 May 2026STXSold
15 May 2026MSFTSold
15 May 2026LPLASold
15 May 2026COFSold
15 May 2026BSXSold
13 Feb 2026TRUSold
13 Feb 2026PGRSold
13 Feb 2026METASold
13 Feb 2026ICESold
13 Feb 2026FLUTSold
13 Feb 2026FCNCASold
13 Feb 2026CPSold
13 Feb 2026ARMKSold
13 Feb 2026ACGLSold
14 Nov 2025LPLASold
14 Nov 2025GESold
14 Nov 2025BLDRSold
15 Aug 2025MLMSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest