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 2026-05-07 from SEC 13F data.
Live quotes available for 24 of 31 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.41% | Add +38.8% | 1,844,066 | $917.26M | $497.41 | |
| 2 | AMZN | AMAZON COM INC | 7.51% | Reduce -20.9% | 3,337,385 | $732.19M | $219.39 | |
| 3 | PGR | PROGRESSIVE CORP | 7.22% | Reduce -5.1% | 2,637,961 | $703.97M | $266.86 | |
| 4 | V | VISA INC | 6.96% | Add +99.2% | 1,910,315 | $678.26M | $355.05 | |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 5.41% | Add +4.9% | 1,909,067 | $527.63M | $276.38 | |
| 6 | COF | CAPITAL ONE FINL CORP | 5.09% | Add +161.7% | 2,333,642 | $496.51M | $212.76 | |
| 7 | FERG | FERGUSON ENTERPRISES INC | 4.99% | New | 2,233,326 | $486.31M | $217.75 | |
| 8 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.58% | Add +9.8%4:1 split | 8,056,844 | $446.43M | $55.41 | |
| 9 | CME | CME GROUP INC | 4.31% | Reduce -12.0% | 1,522,936 | $419.75M | $275.62 | |
| 10 | CRHCF | CRH PLC | 4.30% | Add +8.0% | 4,570,564 | $419.58M | No quote | No quote |
| 11 | FLUT | FLUTTER ENTMT PLC | 4.25% | Reduce -33.9% | 1,449,911 | $414.33M | $285.76 | |
| 12 | META | META PLATFORMS INC | 4.17% | Reduce -25.8% | 551,295 | $406.91M | $738.09 | |
| 13 | ACGL | ARCH CAP GROUP LTD | 3.96% | Reduce -1.9% | 4,240,966 | $386.14M | $91.05 | |
| 14 | CP | CANADIAN PACIFIC KANSAS CITY | 3.71% | Add +9.4% | 4,557,181 | $361.25M | $79.27 | |
| 15 | GE | GE AEROSPACE | 3.33% | Reduce -15.7% | 1,261,839 | $324.78M | $257.39 | |
| 16 | APH | AMPHENOL CORP NEW | 3.21% | Add +79.8% | 3,168,473 | $312.89M | $98.75 | |
| 17 | LPLA | LPL FINL HLDGS INC | 3.20% | Reduce -4.5% | 832,516 | $312.17M | $374.97 | |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.04% | New | 2,051,434 | $296.08M | $144.33 | |
| 19 | MA | MASTERCARD INCORPORATED | 2.42% | Add +10.5% | 420,046 | $236.04M | $561.94 | |
| 20 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.03% | Reduce -1.9% | 1,079,911 | $198.13M | $183.47 | |
| 21 | BSX | BOSTON SCIENTIFIC CORP | 1.81% | New | 1,640,956 | $176.26M | $107.41 | |
| 22 | FCNCA | FIRST CTZNS BANCSHARES INC N | 1.79% | Reduce -28.7% | 89,010 | $174.15M | $1956.47 | |
| 23 | GOOG | ALPHABET INC | 1.76% | Reduce -42.0% | 965,393 | $171.25M | $177.39 | |
| 24 | ARMK | ARAMARK | 1.22% | Add +36.4% | 2,829,545 | $118.47M | $41.87 | |
| 25 | BLDR | BUILDERS FIRSTSOURCE INC | 0.31% | New | 262,628 | $30.65M | $116.69 | |
| 31 | MLM | MARTIN MARIETTA MATLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | IBN | ICICI BANK LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 29 | HHH | HOWARD HUGHES HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 28 | HDB | HDFC BANK LTD | - | Sold | 0 | $0 | No quote | No quote |
| 27 | FI | FISERV INC | - | Sold | 0 | $0 | No quote | No quote |
| 26 | LLY | ELI LILLY & CO | - | Sold | 0 | $0 | No quote | No quote |