Egerton Capital (UK) LLP Buys D.R. Horton Inc, Alibaba Group Holding, Facebook Inc, Sells Alphabet Inc, CSX Corp, Microsoft Corp

• New Purchases: DHI, FB, IQV, TDG, EFX, TMO, ATUS,
• Added Positions: BABA, TIF, WYNN, CP, ADSK, TS, CHTR,
• Reduced Positions: GOOG, CSX, MSFT, FOXA, UNP, FISV, MA, ADBE, AXP, SNPS, UNH, SPGI, VMC, MLM, KKR, GDDY,
• Sold Out: BA, ANTM, TRU,

For the details of Egerton Capital (UK) LLP's stock buys and sells, go to https://www.gurufocus.com/guru/egerton+capital+%28uk%29+llp/current-portfolio/portfolioportfolio

1. Charter Communications Inc (CHTR) - 2,889,662 shares, 8.41% of the total portfolio. Shares added by 1.50%
2. Union Pacific Corp (UNP) - 6,007,518 shares, 7.48% of the total portfolio. Shares reduced by 22.28%
3. American Express Co (AXP) - 8,061,016 shares, 7.33% of the total portfolio. Shares reduced by 13.96%
4. Canadian Pacific Railway Ltd (CP) - 3,876,127 shares, 6.72% of the total portfolio. Shares added by 14.15%
5. Microsoft Corp (MSFT) - 6,331,825 shares, 6.25% of the total portfolio. Shares reduced by 35.58%

Egerton Capital (UK) LLP initiated holding in D.R. Horton Inc. The purchase prices were between $41.7 and $46.67, with an estimated average price of $44.31. The stock is now traded at around $47.96. The impact to a portfolio due to this purchase was 2.85%. The holding were 8,983,987 shares as of .

Egerton Capital (UK) LLP initiated holding in Facebook Inc. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $188.45. The impact to a portfolio due to this purchase was 2.45%. The holding were 1,724,628 shares as of .

Egerton Capital (UK) LLP initiated holding in IQVIA Holdings Inc. The purchase prices were between $132.28 and $160.9, with an estimated average price of $140.12. The stock is now traded at around $157.08. The impact to a portfolio due to this purchase was 1.65%. The holding were 1,392,750 shares as of .

Egerton Capital (UK) LLP initiated holding in TransDigm Group Inc. The purchase prices were between $440.95 and $497.46, with an estimated average price of $467.52. The stock is now traded at around $548.21. The impact to a portfolio due to this purchase was 1.42%. The holding were 398,563 shares as of .

Egerton Capital (UK) LLP initiated holding in Equifax Inc. The purchase prices were between $116.43 and $135.24, with an estimated average price of $125.32. The stock is now traded at around $142.76. The impact to a portfolio due to this purchase was 0.76%. The holding were 764,524 shares as of .

Egerton Capital (UK) LLP initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $275.17. The impact to a portfolio due to this purchase was 0.74%. The holding were 339,993 shares as of .

Egerton Capital (UK) LLP added to a holding in Alibaba Group Holding Ltd by 79.02%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $164.03. The impact to a portfolio due to this purchase was 2.66%. The holding were 4,834,902 shares as of .

Egerton Capital (UK) LLP added to a holding in Tiffany & Co by 53.29%. The purchase prices were between $89.11 and $109.55, with an estimated average price of $99.41. The stock is now traded at around $87.84. The impact to a portfolio due to this purchase was 1.14%. The holding were 4,752,571 shares as of .

Egerton Capital (UK) LLP added to a holding in Wynn Resorts Ltd by 51.41%. The purchase prices were between $103.57 and $149.3, with an estimated average price of $128.56. The stock is now traded at around $108.93. The impact to a portfolio due to this purchase was 1.08%. The holding were 3,487,638 shares as of .

Egerton Capital (UK) LLP added to a holding in Autodesk Inc by 21.72%. The purchase prices were between $154.82 and $178.21, with an estimated average price of $168.04. The stock is now traded at around $151.81. The impact to a portfolio due to this purchase was 0.58%. The holding were 2,712,880 shares as of .

Egerton Capital (UK) LLP sold out a holding in Boeing Co. The sale prices were between $337.37 and $395.86, with an estimated average price of $364.73.

Egerton Capital (UK) LLP sold out a holding in Anthem Inc. The sale prices were between $236.25 and $293.76, with an estimated average price of $272.71.

Egerton Capital (UK) LLP sold out a holding in TransUnion. The sale prices were between $63.68 and $73.51, with an estimated average price of $68.4.