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John Armitage
EGERTON CAPITAL (UK) LLP
Latest filing: 2026-06-30
John Armitage runs EGERTON CAPITAL (UK) LLP and currently holds 23 stock positions, which is fewer than the average of 236 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 #464 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%.
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23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 V VISA INC | 14.13% | $313.82 | $369.90 | +17.87% | Added +3.74% |
 GOOG ALPHABET INC | 11.24% | $295.26 | $333.47 | +12.94% | Trimmed -4.86% |
 APH AMPHENOL CORP | 8.29% | $124.06 | $152.46 | +22.89% | Added +69.49% |
 AMZN AMAZON COM INC | 8.23% | $208.97 | $228.04 | +9.13% | Added +51.20% |
 MCO MOODYS CORP | 7.46% | $471.66 | $486.80 | +3.21% | Added +10.26% |
 NVDA NVIDIA CORPORATION | 6.61% | $179.98 | $192.53 | +6.97% | Added +27.77% |
 MDLN MEDLINE INC | 6.28% | $40.78 | $40.32 | -1.13% | Added +277.27% |
 VMC VULCAN MATLS CO | 5.62% | $280.92 | $288.55 | +2.72% | Added +11.44% |
 CRH CRH PLC | 4.53% | $90.68 | $100.79 | +11.15% | Added +58.87% |
 AMAT APPLIED MATLS INC | 3.64% | $723.00 | $452.55 | -37.41% | New Buy |
Showing 1-10 of 23