John Armitage - Egerton Capital
As of Q1 2026, this manager reported 24 long-equity positions worth $9.01B in aggregate.
As of Q1 2026, John Armitage's Egerton Capital held 24 long-equity positions with a reported value of $9.01B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 23 of 28 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.89% | Reduce -1.8% | 1,810,788 | $937.9M | $517.95 | |
| 2 | AMZN | AMAZON COM INC | 9.39% | Add +21.4% | 4,053,249 | $889.97M | $219.57 | |
| 3 | V | VISA INC | 8.58% | Add +24.8% | 2,383,373 | $813.64M | $341.38 | |
| 4 | PGR | PROGRESSIVE CORP | 6.74% | Reduce -1.9% | 2,588,638 | $639.26M | $246.95 | |
| 5 | FERG | FERGUSON ENTERPRISES INC | 6.16% | Add +16.4% | 2,600,224 | $583.96M | $224.58 | |
| 6 | BSX | BOSTON SCIENTIFIC CORP | 5.47% | Add +223.7% | 5,312,504 | $518.66M | $97.63 | |
| 7 | CRHCF | CRH PLC | 5.39% | Reduce -6.8% | 4,260,846 | $510.88M | No quote | No quote |
| 8 | APH | AMPHENOL CORP NEW | 4.99% | Add +20.7% | 3,823,422 | $473.15M | $123.75 | |
| 9 | COF | CAPITAL ONE FINL CORP | 4.66% | Reduce -11.0% | 2,077,839 | $441.71M | $212.58 | |
| 10 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.54% | Reduce -22.4% | 6,254,134 | $430.35M | $68.81 | |
| 11 | META | META PLATFORMS INC | 4.19% | Reduce -1.8% | 541,167 | $397.42M | $734.38 | |
| 12 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.97% | Reduce -22.4% | 1,592,983 | $376.04M | $236.06 | |
| 13 | FLUT | FLUTTER ENTMT PLC | 3.78% | Reduce -2.6% | 1,412,018 | $358.65M | $254.00 | |
| 14 | CRS | CARPENTER TECHNOLOGY CORP | 3.56% | Reduce -28.0% | 1,374,333 | $337.45M | $245.54 | |
| 15 | CME | CME GROUP INC | 3.38% | Reduce -22.2% | 1,184,788 | $320.12M | $270.19 | |
| 16 | ACGL | ARCH CAP GROUP LTD | 3.36% | Reduce -17.3% | 3,507,882 | $318.27M | $90.73 | |
| 17 | MA | MASTERCARD INCORPORATED | 2.76% | Add +9.6% | 460,155 | $261.74M | $568.81 | |
| 18 | ICE | INTERCONTINENTAL EXCHANGE IN | 1.84% | Reduce -4.0% | 1,036,199 | $174.58M | $168.48 | |
| 19 | CP | CANADIAN PACIFIC KANSAS CITY | 1.59% | Reduce -55.5% | 2,026,311 | $150.94M | $74.49 | |
| 20 | EMBJ | EMBRAER S.A. | 1.35% | New | 2,117,012 | $127.97M | $60.45 | |
| 21 | ARMK | ARAMARK | 1.30% | Add +13.2% | 3,204,201 | $123.04M | $38.40 | |
| 22 | TRU | TRANSUNION | 1.29% | New | 1,465,050 | $122.74M | $83.78 | |
| 23 | LAMR | LAMAR ADVERTISING CO NEW | 0.93% | New | 723,857 | $88.61M | $122.42 | |
| 24 | FCNCA | FIRST CTZNS BANCSHARES INC D | 0.89% | Reduce -46.8% | 47,384 | $84.78M | $1789.16 | |
| 28 | LPLA | LPL FINL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | GE | GE AEROSPACE | - | Sold | 0 | $0 | No quote | No quote |
| 26 | BLDR | BUILDERS FIRSTSOURCE INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | GOOG | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |