John Armitage Portfolio Holdings
Egerton Capital (Uk) LLP
- $6.67 Billion
- Q4 2024
Egerton Capital (Uk) LLP, under direction of John Armitage has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.67 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 $741M, Progressive Corp with a value of $677M, Amazon Com Inc with a value of $528M, Meta Platforms, Inc. with a value of $473M, and General Electric CO with a value of $401M.
Examining the 13F form we can see an decrease of $876M in the current position value, from $7.55B to 6.67B.
Below you can find more details about John Armitage portfolio as well as his latest detailed transactions.
Portfolio value
$6.67 Billion
Financial Services: $3.35 Billion
Technology: $1.03 Billion
Communication Services: $754 Million
Consumer Cyclical: $702 Million
Industrials: $578 Million
Healthcare: $217 Million
Basic Materials: $42.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| 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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