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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 2026-07-21.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | VVISA INC. | $1.5B | 2026-07-21 |
| 2 | GOOGAlphabet Inc. | $1.2B | 2026-07-21 |
| 3 | APHAMPHENOL CORP /DE/ | $858.1M | 2026-07-21 |
| 4 | AMZNAMAZON COM INC | $851.7M | 2026-07-21 |
| 5 | MCOMOODYS CORP /DE/ | $771.9M | 2026-07-21 |
| 6 | NVDANVIDIA CORP | $683.9M | 2026-07-21 |
| 7 | MDLNMedline Inc. | $649.6M | 2026-07-21 |
| 8 | VMCVulcan Materials CO | $581.7M | 2026-07-21 |
| 9 | AMATAPPLIED MATERIALS INC /DE | $376.7M | 2026-07-21 |
| 10 | IBKRInteractive Brokers Group, Inc. | $359.4M | 2026-07-21 |
| 11 | DVNDEVON ENERGY CORP/DE | $312.3M | 2026-07-21 |
| 12 | FERGFerguson Enterprises Inc. /DE/ | $238.8M | 2026-07-21 |
| 13 | EFXEQUIFAX INC | $235.1M | 2026-07-21 |
| 14 | EMBJEMBRAER S.A. | $215.9M | 2026-07-21 |
| 15 | MAMastercard Inc | $186.7M | 2026-07-21 |
| 16 | LAMRLAMAR ADVERTISING CO/NEW | $170.1M | 2026-07-21 |
| 17 | UBERUber Technologies, Inc | $167.4M | 2026-07-21 |
| 18 | AWIARMSTRONG WORLD INDUSTRIES INC | $148.5M | 2026-07-21 |
| 19 | SPGIS&P Global Inc. | $143.3M | 2026-07-21 |
| 20 | VSTVistra Corp. | $77M | 2026-07-21 |
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