John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $7.8 Billion
- Q4 2023
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on February 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $7.8 Billion distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $955M, Amazon Com Inc with a value of $706M, Canadian National Railway CO with a value of $667M, Microsoft Corp with a value of $647M, and Meta Platforms, Inc. with a value of $637M.
Examining the 13F form we can see an increase of $369M in the current position value, from $7.43B to 7.8B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$7.8 Billion
Financial Services: $2.57 Billion
Consumer Cyclical: $1.33 Billion
Industrials: $1.22 Billion
Communication Services: $1.13 Billion
Technology: $1.08 Billion
Energy: $485 Million
Basic Materials: $0
Stock Holdings Table
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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