---
title: John Armitage (Egerton Capital (UK) LLP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/john-armitage
cik: 0001581811
quarter: 2026-06-30
filed: 2026-07-21
---
# John Armitage — Egerton Capital (UK) LLP

Latest 13F for the quarter ended Jun 30, 2026, filed Jul 21, 2026: 23 positions worth $10.4B. Against the quarter ended Mar 31, 2026: 5 bought, 13 added to, 0 unchanged, 5 reduced, 6 sold. The top five are 49% of the portfolio, the top ten 76%; 18 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| V | VISA INC | 4,264,651 | $1.5B | 14.1% | added (+4%) |
| GOOG | ALPHABET INC | 3,291,594 | $1.2B | 11.2% | reduced (-5%) |
| APH | AMPHENOL CORP | 4,866,688 | $858.1M | 8.3% | added (+69%) |
| AMZN | AMAZON COM INC | 3,573,408 | $851.7M | 8.2% | added (+51%) |
| MCO | MOODYS CORP | 1,704,229 | $771.9M | 7.5% | added (+10%) |
| NVDA | NVIDIA CORPORATION | 3,417,950 | $683.9M | 6.6% | added (+28%) |
| MDLN | MEDLINE INC | 16,470,884 | $649.6M | 6.3% | added (+277%) |
| VMC | VULCAN MATLS CO | 1,971,694 | $581.7M | 5.6% | added (+11%) |
| CRH | CRH PLC | 4,383,866 | $469.1M | 4.5% | added (+59%) |
| AMAT | APPLIED MATLS INC | 521,065 | $376.7M | 3.6% | bought |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4,129,416 | $359.4M | 3.5% | reduced (-34%) |
| DVN | DEVON ENERGY CORP NEW | 7,558,060 | $312.3M | 3.0% | added (+16%) |
| FERG | FERGUSON ENTERPRISES INC | 1,006,024 | $238.8M | 2.3% | added (+59%) |
| EFX | EQUIFAX INC | 1,481,188 | $235.1M | 2.3% | bought |
| EMBJ | EMBRAER S.A. | 3,384,349 | $215.9M | 2.1% | added (+14%) |
| MA | MASTERCARD INCORPORATED | 363,490 | $186.7M | 1.8% | reduced (-21%) |
| LAMR | LAMAR ADVERTISING CO | 1,090,619 | $170.1M | 1.6% | added (+0%) |
| UBER | UBER TECHNOLOGIES INC | 2,319,648 | $167.4M | 1.6% | reduced (-50%) |
| LIN | LINDE PLC | 300,854 | $156.1M | 1.5% | reduced (-72%) |
| AWI | ARMSTRONG WORLD INDS INC NEW | 925,394 | $148.5M | 1.4% | added (+107%) |
| SPGI | S&P GLOBAL INC | 351,920 | $143.3M | 1.4% | bought |
| VST | VISTRA CORP | 485,253 | $77.0M | 0.7% | bought |
| RIOT | RIOT PLATFORMS INC | 2,628,731 | $72.0M | 0.7% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| CRS | CARPENTER TECHNOLOGY CORP | 0 | 1,330,920 | sold | −$524.6M | $0 |
| MDLN | MEDLINE INC | 16,470,884 | 4,365,802 | added (+277%) | +$477.4M | $649.6M |
| LIN | LINDE PLC | 300,854 | 1,068,371 | reduced (-72%) | −$398.3M | $156.1M |
| AMAT | APPLIED MATLS INC | 521,065 | 0 | bought | +$376.7M | $376.7M |
| APH | AMPHENOL CORP | 4,866,688 | 2,871,353 | added (+69%) | +$351.8M | $858.1M |
| CME | CME GROUP INC | 0 | 1,182,907 | sold | −$349.4M | $0 |
| AMZN | AMAZON COM INC | 3,573,408 | 2,363,334 | added (+51%) | +$288.4M | $851.7M |

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Source: https://sweetvaluelab.com/investors/john-armitage (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.