John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $7.88 Billion
- Q3 2025
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.88 Billion distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $938M, Amazon Com Inc with a value of $890M, Visa Inc. with a value of $814M, Progressive Corp with a value of $639M, and Boston Scientific Corp with a value of $519M.
Examining the 13F form we can see an decrease of $188M in the current position value, from $8.07B to 7.88B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$7.88 Billion
Financial Services: $3.48 Billion
Technology: $1.79 Billion
Consumer Cyclical: $890 Million
Industrials: $711 Million
Healthcare: $519 Million
Communication Services: $397 Million
Real Estate: $88.6 Million
Basic Materials: $0
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| 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.
Track John Armitage's portfolio