John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $8.07 Billion
- Q2 2025
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.07 Billion distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $917M, Amazon Com Inc with a value of $732M, Progressive Corp with a value of $704M, Visa Inc. with a value of $678M, and Carpenter Technology Corp with a value of $528M.
Examining the 13F form we can see an increase of $866M in the current position value, from $7.2B to 8.07B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$8.07 Billion
Financial Services: $4.05 Billion
Technology: $1.53 Billion
Industrials: $1 Billion
Consumer Cyclical: $732 Million
Communication Services: $578 Million
Healthcare: $176 Million
Basic Materials: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
John Armitage
John Armitage is the co-founder and CEO of Egerton Capital (UK), a successful investment firm that focuses on global equities. Armitage has a reputation as a skilled investor and has been involved in a number of successful investments over the course of his career.
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