John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $7.2 Billion
- Q1 2025
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.2 Billion distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $803M, Progressive Corp with a value of $786M, Microsoft Corp with a value of $499M, Cme Group Inc. with a value of $459M, and Meta Platforms, Inc. with a value of $428M.
Examining the 13F form we can see an increase of $525M in the current position value, from $6.67B to 7.2B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$7.2 Billion
Financial Services: $3.61 Billion
Technology: $912 Million
Consumer Cyclical: $803 Million
Industrials: $701 Million
Communication Services: $688 Million
Healthcare: $407 Million
Basic Materials: $79.1 Million
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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