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 22 of 32 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 14.78% | Add +45.4% | 5,892,496 | $1.36B | $230.82 | |
| 2 | V | VISA INC | 12.47% | Add +37.2% | 3,270,999 | $1.15B | $350.71 | |
| 3 | MSFT | MICROSOFT CORP | 9.19% | Reduce -3.4% | 1,748,656 | $845.69M | $483.62 | |
| 4 | BSX | BOSTON SCIENTIFIC CORP | 5.58% | Add +1.4% | 5,385,084 | $513.47M | $95.35 | |
| 5 | COF | CAPITAL ONE FINL CORP | 5.45% | Reduce -0.4% | 2,069,130 | $501.47M | $242.36 | |
| 6 | APH | AMPHENOL CORP NEW | 5.45% | Reduce -3.0% | 3,707,911 | $501.09M | $135.14 | |
| 7 | CRS | CARPENTER TECHNOLOGY CORP | 5.31% | Add +13.0% | 1,553,012 | $488.95M | $314.84 | |
| 8 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.85% | Add +11.0% | 6,939,581 | $446.28M | $64.31 | |
| 9 | MCO | MOODYS CORP | 4.29% | New | 773,409 | $395.1M | $510.85 | |
| 10 | GOOG | ALPHABET INC | 3.68% | New | 1,078,768 | $338.52M | $313.80 | |
| 11 | CME | CME GROUP INC | 3.50% | Reduce -0.4% | 1,179,792 | $322.18M | $273.08 | |
| 12 | CRHCF | CRH PLC | 3.07% | Reduce -46.9% | 2,261,060 | $282.18M | No quote | No quote |
| 13 | VMC | VULCAN MATLS CO | 2.98% | New | 960,173 | $273.86M | $285.22 | |
| 14 | MA | MASTERCARD INCORPORATED | 2.84% | Reduce -0.4% | 458,342 | $261.66M | $570.88 | |
| 15 | WYNN | WYNN RESORTS LTD | 2.71% | New | 2,069,751 | $249.05M | $120.33 | |
| 16 | FERG | FERGUSON ENTERPRISES INC | 2.44% | Reduce -61.2% | 1,008,314 | $224.48M | $222.63 | |
| 17 | UBER | UBER TECHNOLOGIES INC | 2.38% | New | 2,681,172 | $219.08M | $81.71 | |
| 18 | EMBJ | EMBRAER S.A. | 2.29% | Add +54.9% | 3,278,140 | $211.01M | $64.37 | |
| 19 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.18% | Reduce -54.2% | 729,325 | $200.85M | $275.39 | |
| 20 | RNR | RENAISSANCERE HLDGS LTD | 1.50% | New | 490,626 | $137.94M | $281.16 | |
| 21 | NYT | NEW YORK TIMES CO | 1.06% | New | 1,410,003 | $97.88M | $69.42 | |
| 22 | LAMR | LAMAR ADVERTISING CO NEW | 0.99% | Reduce -0.3% | 722,083 | $91.4M | $126.58 | |
| 23 | LPLA | LPL FINL HLDGS INC | 0.99% | New | 254,813 | $91.01M | $357.17 | |
| 32 | TRU | TRANSUNION | - | Sold | 0 | $0 | No quote | No quote |
| 31 | PGR | PROGRESSIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 30 | META | META PLATFORMS INC | - | Sold | 0 | $0 | No quote | No quote |
| 29 | ICE | INTERCONTINENTAL EXCHANGE IN | - | Sold | 0 | $0 | No quote | No quote |
| 28 | FLUT | FLUTTER ENTMT PLC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | FCNCA | FIRST CTZNS BANCSHARES INC D | - | Sold | 0 | $0 | No quote | No quote |
| 26 | CP | CANADIAN PACIFIC KANSAS CITY | - | Sold | 0 | $0 | No quote | No quote |
| 25 | ACGL | ARCH CAP GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 24 | ARMK | ARAMARK | - | Sold | 0 | $0 | No quote | No quote |