John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $8.2 Billion
- Q1 2024
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 ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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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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