Egerton Capital Ltd 13F 持仓 · 最近申报 2013年Q2
Egerton Capital 在 2013年Q2（报告期截至 2013-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 45.04 亿美元。前几大持仓：TFCFA（15.28%）、AXP（11.96%）、V（11.57%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TFCFA | NEWS CORP | $688.1M | 15.28% | 21.1M | 新建仓 |
| 2 | AXP | AMERICAN EXPRESS CO | $538.5M | 11.96% | 7.2M | 新建仓 |
| 3 | V | VISA INC | $521.1M | 11.57% | 2.9M | 新建仓 |
| 4 | DIS | DISNEY WALT CO | $424.3M | 9.42% | 6.7M | 新建仓 |
| 5 | CMCSA | COMCAST CORP NEW | $281.1M | 6.24% | 6.7M | 新建仓 |
| 6 | NKE | NIKE INC | $225.3M | 5.00% | 3.5M | 新建仓 |
| 7 | WFC | WELLS FARGO & CO NEW | $210.1M | 4.66% | 5.1M | 新建仓 |
| 8 | AIG | AMERICAN INTL GROUP INC | $178.4M | 3.96% | 4.0M | 新建仓 |
| 9 | DAL | DELTA AIR LINES INC DEL | $167.5M | 3.72% | 9.0M | 新建仓 |
| 10 | SIG | SIGNET JEWELERS LIMITED | $144.4M | 3.21% | 2.1M | 新建仓 |
| 11 | CHTR | CHARTER COMMUNICATIONS INC D | $122.0M | 2.71% | 985,109 | 新建仓 |
| 12 | BKNG | PRICELINE COM INC | $114.2M | 2.54% | 138,140 | 新建仓 |
| 13 | AON | AON PLC | $106.5M | 2.37% | 1.7M | 新建仓 |
| 14 | AN | AUTONATION INC | $98.0M | 2.18% | 2.3M | 新建仓 |
| 15 | FISV | FISERV INC | $94.9M | 2.11% | 1.1M | 新建仓 |
| 16 | LBTYA | LIBERTY GLOBAL PLC | $91.6M | 2.03% | 1.2M | 新建仓 |
| 17 | MA | MASTERCARD INC | $91.0M | 2.02% | 158,423 | 新建仓 |
| 18 | BAC | BANK OF AMERICA CORPORATION | $85.9M | 1.91% | 6.7M | 新建仓 |
| 19 | C | CITIGROUP INC | $71.2M | 1.58% | 1.5M | 新建仓 |
| 20 | FRCB | FIRST REP BK SAN FRANCISCO C | $68.3M | 1.52% | 1.8M | 新建仓 |
| 21 | MCO | MOODYS CORP | $52.9M | 1.17% | 868,293 | 新建仓 |
| 22 | URI | UNITED RENTALS INC | $48.3M | 1.07% | 967,444 | 新建仓 |
| 23 | AZO | AUTOZONE INC | $45.9M | 1.02% | 108,430 | 新建仓 |
| 24 | SIX | SIX FLAGS ENTMT CORP NEW | $22.9M | 0.51% | 651,044 | 新建仓 |
| 25 | BXMT | BLACKSTONE MTG TR INC | $11.8M | 0.26% | 478,210 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2013-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR