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.
Get email alerts when John Armitage files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 28 of 32 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.47% | Add +15.5% | 1,720,051 | $740.14M | $430.30 | |
| 2 | PGR | PROGRESSIVE CORP | 7.23% | Add +83.2% | 2,823,894 | $716.59M | $253.76 | |
| 3 | CP | CANADIAN PACIFIC KANSAS CITY | 6.78% | Reduce -14.9% | 7,855,661 | $671.97M | $85.54 | |
| 4 | META | META PLATFORMS INC | 5.94% | Reduce -23.2% | 1,028,489 | $588.75M | $572.44 | |
| 5 | AMZN | AMAZON COM INC | 5.77% | Reduce -21.2% | 3,068,090 | $571.68M | $186.33 | |
| 6 | GOOG | ALPHABET INC | 5.51% | Add +0.7% | 3,264,022 | $545.71M | $167.19 | |
| 7 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 5.38% | Reduce -22.8% | 5,680,021 | $533.07M | $93.85 | |
| 8 | RNR | RENAISSANCERE HLDGS LTD | 5.21% | Add +1.9% | 1,894,412 | $516.04M | $272.40 | |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.76% | Add +8.0% | 3,382,513 | $471.39M | $139.36 | |
| 10 | FI | FISERV INC | 4.67% | Reduce -5.8% | 2,578,485 | $463.22M | No quote | No quote |
| 11 | FCNCA | FIRST CTZNS BANCSHARES INC N | 4.62% | Reduce -12.2% | 248,807 | $458.04M | $1840.95 | |
| 12 | FLUT | FLUTTER ENTMT PLC | 4.35% | Add +74.4% | 1,815,550 | $430.79M | $237.28 | |
| 13 | CRHCF | CRH PLC | 4.13% | Add +12.1% | 4,415,658 | $409.51M | No quote | No quote |
| 14 | GE | GE AEROSPACE | 3.72% | Reduce -17.6% | 1,956,819 | $369.02M | $188.58 | |
| 15 | ACGL | ARCH CAP GROUP LTD | 3.58% | Reduce -1.9% | 3,171,222 | $354.8M | $111.88 | |
| 16 | V | VISA INC | 3.27% | Reduce -53.8% | 1,180,075 | $324.46M | $274.95 | |
| 17 | MA | MASTERCARD INCORPORATED | 3.16% | Add +50.2% | 634,704 | $313.42M | $493.80 | |
| 18 | BKNG | BOOKING HOLDINGS INC | 2.73% | Reduce -42.1% | 64,312 | $270.89M | $4212.12 | |
| 19 | UBER | UBER TECHNOLOGIES INC | 2.56% | Add +89.4% | 3,380,958 | $254.11M | $75.16 | |
| 20 | GEV | GE VERNOVA INC | 1.54% | Reduce -23.8% | 597,858 | $152.44M | $254.98 | |
| 21 | EMBJ | EMBRAER S.A. | 1.32% | New | 3,707,524 | $131.14M | $35.37 | |
| 22 | IBN | ICICI BANK LIMITED | 1.19% | Reduce -28.5% | 3,963,625 | $118.31M | $29.85 | |
| 23 | MLM | MARTIN MARIETTA MATLS INC | 1.11% | New | 204,674 | $110.17M | $538.25 | |
| 24 | HLT | HILTON WORLDWIDE HLDGS INC | 0.94% | Reduce -17.9% | 405,318 | $93.43M | $230.50 | |
| 25 | FSLR | FIRST SOLAR INC | 0.88% | Reduce -51.0% | 348,161 | $86.85M | $249.44 | |
| 26 | VRTX | VERTEX PHARMACEUTICALS INC | 0.58% | New | 124,045 | $57.69M | $465.08 | |
| 27 | AAPL | APPLE INC | 0.47% | New | 201,738 | $47M | $233.00 | |
| 28 | ARMK | ARAMARK | 0.46% | New | 1,182,142 | $45.78M | $38.73 | |
| 29 | CB | CHUBB LIMITED | 0.43% | New | 148,764 | $42.9M | $288.39 | |
| 30 | SN | SHARKNINJA INC | 0.19% | Reduce -73.0% | 177,193 | $19.26M | $108.71 | |
| 32 | CVE | CENOVUS ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | CNI | CANADIAN NATL RY CO | - | Sold | 0 | $0 | No quote | No quote |