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JA

John Armitage Egerton Capital (UK)

AUM $10.4B
1-Year Est. Return 25.66%
 

John Armitage is the chief investment officer of Egerton Capital, a London-based long/short equity firm. Egerton is known for fundamental research and a portfolio of high-quality global companies, often with a growth-at-a-reasonable-price tilt. Institutional investors follow the firm for its long track record in developed-market equities.

This Fund
S&P 500
This Quarter Est. Return
+15.85%
1 Year Est. Return
+25.66%
3 Year Est. Return
+136.83%
5 Year Est. Return
+178.53%
10 Year Est. Return
+1,291.99%
AUM
$10.4B
AUM Growth
+$1.34B
Cap. Flow
+$326M
Cap. Flow %
3.15%
Top 10 Hldgs %
76.02%
Holding
29
New
5
Increased
13
Reduced
5
Closed
6

Top Buys

Rank Stock Value
1
MDLN
Medline Inc
MDLN
+$488M
2
AMZN icon
Amazon
AMZN
+$304M
3
APH icon
Amphenol
APH
+$288M
4
EFX icon
Equifax
EFX
+$252M
5
AMAT icon
Applied Materials
AMAT
+$240M

Top Sells

Rank Stock Value
1
CRS icon
Carpenter Technology
CRS
+$525M
2
LIN icon
Linde
LIN
+$389M
3
CME icon
CME Group
CME
+$349M
4
CNQ icon
Canadian Natural Resources
CNQ
+$277M
5
IBKR icon
Interactive Brokers
IBKR
+$179M

Sector Composition

Rank Sector Weight
1 Financials 28.95%
2 Technology 20.15%
3 Materials 11.66%
4 Communication Services 11.24%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
1
Visa
V
$693B
$1.46B 14.13%
4,264,651
+153,681
+4% +$49.3M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.18T
$1.16B 11.24%
3,291,594
-168,055
-5% -$60.1M
APH icon
3
Amphenol
APH
$194B
$858M 8.29%
4,866,688
+1,995,335
+69% +$288M
AMZN icon
4
Amazon
AMZN
$2.79T
$852M 8.23%
3,573,408
+1,210,074
+51% +$304M
MCO icon
5
Moody's
MCO
$87.2B
$772M 7.46%
1,704,229
+158,559
+10% +$71.2M
NVDA icon
6
NVIDIA
NVDA
$5.2T
$684M 6.61%
3,417,950
+742,932
+28% +$153M
MDLN
7
Medline Inc
MDLN
$30.1B
$650M 6.28%
16,470,884
+12,105,082
+277% +$488M
VMC icon
8
Vulcan Materials
VMC
$35.8B
$582M 5.62%
1,971,694
+202,478
+11% +$58M
CRH icon
9
CRH
CRH
$63.2B
$469M 4.53%
4,383,866
+1,624,535
+59% +$179M
AMAT icon
10
Applied Materials
AMAT
$391B
$377M 3.64%
+521,065
New +$240M
IBKR icon
11
Interactive Brokers
IBKR
$42.5B
$359M 3.47%
4,129,416
-2,145,763
-34% -$179M
DVN icon
12
Devon Energy
DVN
$54B
$312M 3.02%
7,558,060
+1,032,920
+16% +$47.9M
FERG icon
13
Ferguson
FERG
$46.9B
$239M 2.31%
1,006,024
+371,766
+59% +$89.7M
EFX icon
14
Equifax
EFX
$22.6B
$235M 2.27%
+1,481,188
New +$252M
EMBJ
15
Embraer S.A. ADS
EMBJ
$13.5B
$216M 2.09%
3,384,349
+409,118
+14% +$25.1M
MA icon
16
Mastercard
MA
$509B
$187M 1.8%
363,490
-96,162
-21% -$47.9M
LAMR icon
17
Lamar Advertising Co
LAMR
$15.3B
$170M 1.64%
1,090,619
+1,875
+0.2% +$271K
UBER icon
18
Uber
UBER
$161B
$167M 1.62%
2,319,648
-2,332,715
-50% -$171M
LIN icon
19
Linde
LIN
$225B
$156M 1.51%
300,854
-767,517
-72% -$389M
AWI icon
20
Armstrong World Industries
AWI
$7.55B
$148M 1.43%
925,394
+477,358
+107% +$78M
SPGI icon
21
S&P Global
SPGI
$127B
$143M 1.38%
+351,920
New +$149M
VST icon
22
Vistra
VST
$45.7B
$77M 0.74%
+485,253
New +$75.3M
RIOT icon
23
Riot Platforms
RIOT
$7.44B
$72M 0.7%
+2,628,731
New +$59.3M
ACGL icon
24
Arch Capital
ACGL
$33.9B
– –
-1,116,922
Closed -$107M
CME icon
25
CME Group
CME
$98.9B
– –
-1,182,907
Closed -$349M
1
2

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John Armitage's Q2 2026 Portfolio in Review

As of Q2 2026, John Armitage held 29 positions worth $10.4B, up 15% from $9.01B the previous quarter. Its ten largest holdings account for 76% of the portfolio.

John Armitage deployed $326M of net new capital in Q2 2026, opening 5 new positions and adding to 13 existing holdings. Its largest new stake was Equifax: 1,481,188 shares worth $235M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 35% a quarter earlier, followed by Technology and Materials.

On the sell side, the largest reduction was Linde, an estimated $389M trimmed.

  • John Armitage's largest Q2 2026 buy was Equifax: 1,481,188 shares worth $235M.
  • John Armitage added most to Medline Inc in Q2 2026, an estimated $488M increase.
  • John Armitage's biggest Q2 2026 reduction was Linde, cutting an estimated $389M.
  • John Armitage fully exited Carpenter Technology in Q2 2026, selling an estimated $525M.
  • John Armitage's ten largest holdings make up 76% of its $10.4B portfolio in Q2 2026.
  • John Armitage opened 5 new positions and closed 6 in Q2 2026.
  • John Armitage's portfolio value rose 15% quarter-over-quarter to $10.4B.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.