John Armitage
Egerton Capital
Value
9.2B
Stocks
23 Stocks (8 new)
Turnover
25.74%
CIK
1581811
Top Holdings
AMZN(14.78%) V(12.47%) MSFT(9.19%) BSX(5.58%) COF(5.45%)
About Investor
Established investor leading Egerton Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
John Armitage Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| AMZN | - | AMAZON COM INC | Consumer Discretionary | 1,360.1M | 5.9M | 14.8% | 1,839,247 | 45.4% | 2,196,633.2M |
| V | - | VISA INC | Financials | 1,147.2M | 3.3M | 12.5% | 887,626 | 37.2% | 620,674.5M |
| MSFT | - | MICROSOFT CORP | Information Technology | 845.7M | 1.7M | 9.2% | -62,132 | -3.4% | 2,969,829.4M |
| BSX | - | BOSTON SCIENTIFIC CORP | Health Care | 513.5M | 5.4M | 5.6% | 72,580 | 1.4% | 112,850.5M |
| COF | - | CAPITAL ONE FINL CORP | Financials | 501.5M | 2.1M | 5.5% | -8,709 | -0.4% | 133,659.8M |
| APH | - | AMPHENOL CORP NEW | Information Technology | 501.1M | 3.7M | 5.4% | -115,511 | -3.0% | 182,046.8M |
| CRS | - | CARPENTER TECHNOLOGY CORP | Materials | 489.0M | 1.6M | 5.3% | 178,679 | 13.0% | 18,554.8M |
| IBKR | - | INTERACTIVE BROKERS GROUP IN | Financials | 446.3M | 6.9M | 4.9% | 685,447 | 11.0% | 127,648.3M |
| MCO | - | MOODYS CORP | Financials | 395.1M | 773.4K | 4.3% | 773,409 | New Buy | 80,408.3M |
| GOOG | - | ALPHABET INC | Communication Services | 338.5M | 1.1M | 3.7% | 1,078,768 | New Buy | 3,665,633.0M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
MCO
Moodys Corp
|
- | $395.1M | 773K | - | 4.29% | New |
|
AMZN
Amazon Com Inc
|
- | $349.9M | 2M | 45.4% | 14.78% | Increased |
|
GOOG
Alphabet Inc
|
- | $338.5M | 1M | - | 3.68% | New |
|
V
Visa Inc
|
- | $308.8M | 888K | 37.2% | 12.47% | Increased |
|
VMC
Vulcan Matls Co
|
- | $273.9M | 960K | - | 2.98% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
PGR
Progressive Cor...
|
- | $688.1M | 3M | - | 0.00% | Sold Out |
|
ACGL
Arch Cap Group ...
|
- | $337.4M | 4M | - | 0.00% | Sold Out |
|
FLUT
Flutter Entmt P...
|
- | $312.8M | 1M | - | 0.00% | Sold Out |
|
META
Meta Platforms ...
|
- | $311.2M | 541K | - | 0.00% | Sold Out |
|
FERG
Ferguson Enterp...
|
- | $252.1M | 2M | -61.2% | 2.44% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Industrials | 13.6% | 4.7% | -8.8% |
| Consumer Discretionary | 11.8% | 17.5% | +5.7% |
| Financials | 41.6% | 35.9% | -5.7% |
| Health Care | 1.8% | 5.6% | +3.8% |
| Information Technology | 15.7% | 19.2% | +3.5% |
| Materials | 9.7% | 11.4% | +1.6% |
| Communication Services | 5.9% | 4.7% | -1.2% |
