Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.2 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $900M, Canadian National Railway CO with a value of $791M, Visa Inc. with a value of $763M, Meta Platforms, Inc. with a value of $700M, and General Electric CO with a value of $592M.

Examining the 13F form we can see an increase of $397M in the current position value, from $7.8B to 8.2B.

Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.

Portfolio value $8.2 Billion
Financial Services: $2.66 Billion
Industrials: $1.54 Billion
Consumer Cyclical: $1.47 Billion
Technology: $1.17 Billion
Communication Services: $1.08 Billion
Energy: $279 Million
Basic Materials: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
John Armitage

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.
Track John Armitage's portfolio


  • Portfolio
  • No. of Stocks 22
  • Current Value $8.2 Billion
  • Prior Value $7.8 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track John Armitage's Portfolio

Track John Armitage Portfolio

Follow John Armitage (Egerton Capital (Uk) LLP) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Egerton Capital (Uk) LLP, based on Form 13F filings with the SEC.


Stay updated on Egerton Capital (Uk) LLP and John Armitage with notifications on news.