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John Armitage Portfolio: Egerton Capital 13F Holdings
Review Egerton Capital's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with John Armitage.
John Armitage portfolio Top Holdings
John Armitage portfolio and Egerton Capital 13F holdings indexed by Finoriq. Latest filing 2026-05-13.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | VVISA INC. | $1.2B | 2026-05-13 |
| 2 | GOOGAlphabet Inc. | $992.4M | 2026-05-13 |
| 3 | MCOMOODYS CORP /DE/ | $674.3M | 2026-05-13 |
| 4 | CRSCARPENTER TECHNOLOGY CORP | $524.6M | 2026-05-13 |
| 5 | AMZNAMAZON COM INC | $492.2M | 2026-05-13 |
| 6 | VMCVulcan Materials CO | $481.8M | 2026-05-13 |
| 7 | NVDANVIDIA CORP | $466.5M | 2026-05-13 |
| 8 | IBKRInteractive Brokers Group, Inc. | $420.9M | 2026-05-13 |
| 9 | APHAMPHENOL CORP /DE/ | $362.8M | 2026-05-13 |
| 10 | CMECME GROUP INC. | $349.4M | 2026-05-13 |
| 11 | UBERUber Technologies, Inc | $334.6M | 2026-05-13 |
| 12 | DVNDEVON ENERGY CORP/DE | $328.3M | 2026-05-13 |
| 13 | CNQCANADIAN NATURAL RESOURCES Ltd | $277.1M | 2026-05-13 |
| 14 | MAMastercard Inc | $229.7M | 2026-05-13 |
| 15 | MDLNMedline Inc. | $194.3M | 2026-05-13 |
| 16 | EMBJEMBRAER S.A. | $176.6M | 2026-05-13 |
| 17 | FERGFerguson Enterprises Inc. /DE/ | $147.9M | 2026-05-13 |
| 18 | LAMRLAMAR ADVERTISING CO/NEW | $137.9M | 2026-05-13 |
| 19 | NYTNEW YORK TIMES CO | $81.4M | 2026-05-13 |
| 20 | AWIARMSTRONG WORLD INDUSTRIES INC | $73.8M | 2026-05-13 |
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