Egerton Capital UK - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: September 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+9.48B
+9,999%+
Winning Positions
+53.41%
94 wins / 176 positions
Average Gain (Winners)
$128.61M
+9,999%+ avg per position
Active Positions
24
53 losing positions
Portfolio Value Over Time
Total Positions Tracked
176
All holdings over time
Win/Loss Ratio
1.77
94 gains / 53 losses
Active vs. Exited
24 / 152
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | Technology | Sep 2015 | ACTIVE | $247.36K | $937.90M | $937.65M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Sep 2019 | ACTIVE | $264.52K | $889.97M | $889.71M | +9,999%+ |
| V | Visa Inc. | Financial Services | Sep 2013 | ACTIVE | $196.72K | $813.64M | $813.44M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2015 | EXITED | $70.01K | $790.83M | $790.76M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Mar 2020 | ACTIVE | $110.32K | $639.26M | $639.15M | +9,999%+ |
| FI | Fiserv, Inc. | Technology | Sep 2013 | EXITED | $225.46K | $525.91M | $525.68M | +9,999%+ |
| CNI | Canadian National Railway Compa | Industrials | Sep 2014 | EXITED | $346.93K | $480.40M | $480.05M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Mar 2015 | ACTIVE | $49.11K | $397.42M | $397.37M | +9,999%+ |
| AMAT | Applied Materials, Inc. | Technology | Mar 2017 | EXITED | $452.90K | $380.02M | $379.57M | +9,999%+ |
| APH | Amphenol Corporation | Technology | Mar 2025 | ACTIVE | $115.61M | $473.15M | $357.54M | +309.26% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.