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Compare funds EnterpriseIFM Investors Pty Ltd vs Egerton Capital (UK) LLP, 13F holdings Q3 2026

Fund comparison is part of Enterprise. Below is an example: IFM Investors Pty Ltd vs Egerton Capital (UK) LLP. Upgrade to compare up to four funds

19%portfolio similarity
20
Shared positions
611
IFM Investors Pty Ltd only
3
Egerton Capital (UK) LLP only

Portfolio DNA

  • Holdings overlap3%
  • Weight similarity19%
  • Sector similarity66%
  • Concentration similarity28%
  • Overall similarity29%
  • Most similar Sector similarity
  • Biggest disagreement Holdings overlap
  • Largest shared conviction Technology (39.0% · 17.9%)
  • Largest divergent bet Financial Services (Egerton Capital (UK) LLP heavier, 9.8% vs 32.6%)

At a glance

IFM Investors Pty LtdEgerton Capital (UK) LLP
Reported equity book$16.0bn$9.8bn
Positions63123
Top 10 weight37.1%75.6%
Positions to 50%255
Effective positions4813

Where they disagree

The largest gaps between the two books: weight in one fund minus weight in the other, in percentage points.

IFM Investors Pty Ltd heavierEgerton Capital (UK) LLP heavier

The largest names both funds own. Similar bars mean they agree on conviction as well as on the name.

IFM Investors Pty LtdEgerton Capital (UK) LLP

Every position

634 names

A: IFM Investors Pty LtdB: Egerton Capital (UK) LLP

634 rows
V VISA INCFinancial Services0.9%14.9%−14.0 pts
AMZN AMAZON COM INCConsumer Cyclical3.5%12.0%−8.5 pts
APH AMPHENOL CORPTechnology0.3%9.2%−8.9 pts
NVDA NVIDIA CORPORATIONTechnology7.8%8.7%−0.9 pts
MCO MOODYS CORPFinancial Services0.10%7.6%−7.5 pts
GOOG ALPHABET INCCommunication Services2.4%7.3%−4.9 pts
AAPL APPLE INCTechnology7.2%–+7.2 pts
MSFT MICROSOFT CORPTechnology5.4%–+5.4 pts
DVN DEVON ENERGY CORP NEWEnergy0.08%5.1%−5.0 pts
MDLN MEDLINE INCHealthcare0.02%4.7%−4.7 pts
SPGI S&P GLOBAL INCFinancial Services0.2%3.2%−3.0 pts
CRH CRH PLCBasic Materials0.08%3.1%−3.0 pts
GOOGL ALPHABET INCCommunication Services2.9%–+2.9 pts
IBKR INTERACTIVE BROKERS GROUP INFinancial Services0.06%2.7%−2.7 pts
VMC VULCAN MATLS COBasic Materials0.05%2.5%−2.5 pts
EMBJ EMBRAER S.A.Industrials–2.5%−2.5 pts
FERG FERGUSON ENTERPRISES INCIndustrials0.06%2.4%−2.3 pts
AVGO BROADCOM INCTechnology2.3%–+2.3 pts
META META PLATFORMS INCCommunication Services2.3%1.4%+0.9 pts
ICE INTERCONTINENTAL EXCHANGE INFinancial Services0.1%2.3%−2.1 pts
MA MASTERCARD INCFinancial Services0.7%2.0%−1.3 pts
LIN LINDE PLCBasic Materials0.3%1.9%−1.6 pts
MU MICRON TECHNOLOGY INCTechnology1.8%–+1.8 pts
AWI ARMSTRONG WORLD INDS INC NEWIndustrials–1.6%−1.6 pts
TSLA TESLA INCConsumer Cyclical1.5%–+1.5 pts
AMD ADVANCED MICRO DEVICES INCTechnology1.5%–+1.5 pts
LLY ELI LILLY & COHealthcare1.4%–+1.4 pts
TMO THERMO FISHER SCIENTIFIC INCHealthcare0.4%1.4%−1.0 pts
VST VISTRA CORPUtilities0.07%1.3%−1.3 pts
JPM JPMORGAN CHASE & COFinancial Services1.3%–+1.3 pts
LAMR LAMAR ADVERTISING CO NEWReal Estate–1.3%−1.3 pts
BRK/B BERKSHIRE HATHAWAY INC DEL–1.0%–+1.0 pts
DIS DISNEY WALT COCommunication Services0.3%1.0%−0.7 pts
EXXONMOBIL HOLDINGS CORP no ticker–1.0%–+1.0 pts
JNJ JOHNSON & JOHNSONHealthcare1.0%–+1.0 pts
INTC INTEL CORPTechnology0.8%–+0.8 pts
ABBV ABBVIE INCHealthcare0.7%–+0.7 pts
WMT WALMART INCConsumer Defensive0.6%–+0.6 pts
CSCO CISCO SYS INCTechnology0.6%–+0.6 pts
LRCX LAM RESEARCH CORPTechnology0.6%–+0.6 pts
AMAT APPLIED MATLS INCTechnology0.6%–+0.6 pts
PLTR PALANTIR TECHNOLOGIES INCTechnology0.6%–+0.6 pts
COST COSTCO WHOLESALE CORPORATIONConsumer Defensive0.6%–+0.6 pts
INDA ISHARES TR–0.6%–+0.6 pts
CAT CATERPILLAR INCIndustrials0.5%–+0.5 pts
MRK MERCK & CO. INCHealthcare0.5%–+0.5 pts
CVX CHEVRON CORPORATIONEnergy0.5%–+0.5 pts
BAC BANK OF AMER CORPFinancial Services0.5%–+0.5 pts
PG PROCTER & GAMBLE COConsumer Defensive0.5%–+0.5 pts
UNH UNITEDHEALTH GROUP INCHealthcare0.5%–+0.5 pts