John Armitage 13F Holdings & Portfolio Activity

Review John Armitage's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

John Armitage Top Current Holdings

John Armitage's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-13. Reported value $9B.

Rank	Holding	Value	Portfolio	Latest Filing
1	VVISA INCCOM CL A \| 92826C839	$1.2B	13.8%	2026-05-13
2	GOOGALPHABET INCCAP STK CL C \| 02079K107	$992.4M	11.0%	2026-05-13
3	MCOMOODYS CORPCOM \| 615369105	$674.3M	7.5%	2026-05-13
4	LINLINDE PLCSHS \| G54950103	$529.7M	5.9%	2026-05-13
5	CRSCARPENTER TECHNOLOGY CORPCOM \| 144285103	$524.6M	5.8%	2026-05-13
6	AMZNAMAZON COM INCCOM \| 023135106	$492.2M	5.5%	2026-05-13
7	VMCVULCAN MATLS COCOM \| 929160109	$481.8M	5.3%	2026-05-13
8	NVDANVIDIA CORPORATIONCOM \| 67066G104	$466.5M	5.2%	2026-05-13
9	IBKRINTERACTIVE BROKERS GROUP INCOM CL A \| 45841N107	$420.9M	4.7%	2026-05-13
10	APHAMPHENOL CORPCL A \| 032095101	$362.8M	4.0%	2026-05-13
11	CMECME GROUP INCCOM \| 12572Q105	$349.4M	3.9%	2026-05-13
12	UBERUBER TECHNOLOGIES INCCOM \| 90353T100	$334.6M	3.7%	2026-05-13
13	DVNDEVON ENERGY CORP NEWCOM \| 25179M103	$328.3M	3.6%	2026-05-13
14	CRHCRH PLCORD \| G25508105	$290.1M	3.2%	2026-05-13
15	CNQCANADIAN NAT RES LTD MED TERCOM \| 136385101	$277.1M	3.1%	2026-05-13
16	MAMASTERCARD INCORPORATEDCL A \| 57636Q104	$229.7M	2.5%	2026-05-13
17	MDLNMEDLINE INCCOM CL A \| 58507V107	$194.3M	2.2%	2026-05-13
18	EMBJEMBRAER S.A.SPONSORED ADS \| 29082A107	$176.6M	2.0%	2026-05-13
19	FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW \| 31488V107	$147.9M	1.6%	2026-05-13
20	LAMRLAMAR ADVERTISING COCL A \| 512816109	$137.9M	1.5%	2026-05-13

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