John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $7.55 Billion
- Q3 2024
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.55 Billion distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $740M, Progressive Corp with a value of $717M, Meta Platforms, Inc. with a value of $589M, Amazon Com Inc with a value of $572M, and Alphabet Inc. with a value of $546M.
Examining the 13F form we can see an decrease of $319M in the current position value, from $7.87B to 7.55B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$7.55 Billion
Financial Services: $3.32 Billion
Technology: $1.45 Billion
Communication Services: $1.13 Billion
Consumer Cyclical: $936 Million
Industrials: $546 Million
Basic Materials: $110 Million
Healthcare: $57.7 Million
Stock Holdings Table Market Cap. of Under $50 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.
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