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 2026-05-10 from SEC 13F data.
Live quotes available for 24 of 28 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 7.60% | Reduce -22.0% | 3,895,405 | $752.79M | $193.25 | |
| 2 | CP | CANADIAN PACIFIC KANSAS CITY | 7.34% | Reduce -7.2% | 9,236,561 | $727.19M | $78.73 | |
| 3 | META | META PLATFORMS INC | 6.82% | Reduce -7.0% | 1,339,665 | $675.49M | $504.22 | |
| 4 | V | VISA INC | 6.77% | Reduce -6.6% | 2,554,148 | $670.39M | $262.47 | |
| 5 | MSFT | MICROSOFT CORP | 6.72% | Add +7.4% | 1,489,464 | $665.72M | $446.95 | |
| 6 | GOOG | ALPHABET INC | 6.00% | Add +30.1% | 3,240,911 | $594.45M | $183.42 | |
| 7 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 5.79% | Reduce -15.5% | 7,357,885 | $573.33M | $77.92 | |
| 8 | CNI | CANADIAN NATL RY CO | 4.85% | Reduce -32.3% | 4,066,666 | $480.4M | $118.13 | |
| 9 | FCNCA | FIRST CTZNS BANCSHARES INC N | 4.81% | Reduce -5.1% | 283,228 | $476.85M | $1683.61 | |
| 10 | BKNG | BOOKING HOLDINGS INC | 4.45% | Add +37.5% | 111,127 | $440.23M | $3961.50 | |
| 11 | RNR | RENAISSANCERE HLDGS LTD | 4.20% | Add +0.1% | 1,859,926 | $415.71M | $223.51 | |
| 12 | FI | FISERV INC | 4.12% | Reduce -19.3% | 2,736,740 | $407.88M | No quote | No quote |
| 13 | IBKR | INTERACTIVE BROKERS GROUP IN | 3.88% | Add +11.0% | 3,133,370 | $384.15M | $122.60 | |
| 14 | GE | GE AEROSPACE | 3.81% | Reduce -43.8%1.253:1 split | 2,373,275 | $377.28M | $158.97 | |
| 15 | ACGL | ARCH CAP GROUP LTD | 3.29% | Reduce -4.9% | 3,233,380 | $326.22M | $100.89 | |
| 16 | PGR | PROGRESSIVE CORP | 3.23% | New | 1,541,378 | $320.16M | $207.71 | |
| 17 | CRHCF | CRH PLC | 2.98% | Reduce -7.0% | 3,940,353 | $295.45M | No quote | No quote |
| 18 | CVE | CENOVUS ENERGY INC | 2.05% | Reduce -26.1% | 10,322,992 | $202.95M | $19.66 | |
| 19 | FLUT | FLUTTER ENTMT PLC | 1.92% | New | 1,041,284 | $189.89M | $182.36 | |
| 20 | MA | MASTERCARD INCORPORATED | 1.88% | Add +12.4% | 422,573 | $186.42M | $441.16 | |
| 21 | FSLR | FIRST SOLAR INC | 1.62% | New | 709,838 | $160.04M | $225.46 | |
| 22 | IBN | ICICI BANK LIMITED | 1.61% | Reduce -8.6% | 5,540,979 | $159.64M | $28.81 | |
| 23 | GEV | GE VERNOVA INC | 1.36% | New | 784,508 | $134.55M | $171.51 | |
| 24 | UBER | UBER TECHNOLOGIES INC | 1.31% | New | 1,785,119 | $129.74M | $72.68 | |
| 25 | HLT | HILTON WORLDWIDE HLDGS INC | 1.09% | Reduce -61.5% | 493,549 | $107.69M | $218.20 | |
| 26 | SN | SHARKNINJA INC | 0.50% | New | 657,047 | $49.38M | $75.15 | |
| 28 | SQ | BLOCK INC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | APG | API GROUP CORP | - | Sold | 0 | $0 | No quote | No quote |