John Armitage 13F Portfolio
John Armitage runs EGERTON CAPITAL (UK) LLP and currently holds 23 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $10.35B. Their top holdings are V, GOOG, APH, AMZN, MCO. The top five represent 49.3% of reported portfolio weight. John Armitage ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, John Armitage initiated 5 new positions. They added to 12 existing positions. They trimmed 5 positions. Their current best-performing preview position is APH with returns of +39.55%.
Portfolio Value
$10.35B
Alpha Score
56.6
#0 of 1000
Holdings
23
John Armitage Current 13F Holdings
Reported holdings from EGERTON CAPITAL (UK) LLP's latest SEC 13F filing, ranked by portfolio weight.
23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 V VISA INC | 14.13% | $313.82 | $370.43 | +18.04% | Added +3.74% |
 GOOG ALPHABET INC | 11.24% | $295.26 | $335.45 | +13.61% | Trimmed -4.86% |
 APH AMPHENOL CORP | 8.29% | $124.06 | $83.92 | -32.36% | Added +69.49% |
 AMZN AMAZON COM INC | 8.23% | $208.97 | $256.78 | +22.88% | Added +51.20% |
 MCO MOODYS CORP | 7.46% | $471.66 | $475.14 | +0.74% | Added +10.26% |
 NVDA NVIDIA CORPORATION | 6.61% | $179.98 | $218.17 | +21.22% | Added +27.77% |
 MDLN MEDLINE INC | 6.28% | $40.78 | $32.53 | -20.23% | Added +277.27% |
 VMC VULCAN MATLS CO | 5.62% | $280.92 | $252.80 | -10.01% | Added +11.44% |
 CRH CRH PLC | 4.53% | $90.68 | $88.54 | -2.36% | Added +58.87% |
 AMAT APPLIED MATLS INC | 3.64% | $723.00 | $456.49 | -36.86% | New Buy |
Showing 1-10 of 23