Egerton Capital added AI chips and power, slashed Uber and Linde in Q2

Egerton Capital's Q2 13F shows the London fund doubling down on AI compute and financial infrastructure: NVDA (+27.8% shares) and AMAT (new) joined the book, AMZN was raised +51.2%, Visa +3.7% to stay the top holding at 14.1%, and new stakes appeared in Equifax, S&P Global, Vistra and Riot Platforms. Meanwhile Uber was cut in half (−50.1%), Linde −71.8%, Interactive Brokers −34.2% and Mastercard −20.9%; six exits (Carpenter Technology, CME, Canadian Natural, Arch Capital, RenaissanceRe, NYT) totaled ~$1.4B.