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John Armitage — 13F History

Egerton Capital (UK) LLPCIK 0001581811Form 13F-HR on EDGAR
Portfolio value$10.4B
Positions23
QuarterQ2 2026ended 2026-06-30
Filed07/212026

Every 13F on file since Q3 2013: what John Armitage bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

52 filings · newest first
Q2 2026$10.4B · 23 stocks · filed Jul 21, 2026
5 bought13 added5 reduced6 sold
Q1 2026$9.0B · 24 stocks · filed May 13, 2026
7 bought9 added8 reduced6 sold
Q4 2025$9.2B · 23 stocks · filed Feb 11, 2026
8 bought6 added9 reduced9 sold
Q3 2025$9.5B · 24 stocks · filed Nov 12, 2025
3 bought7 added14 reduced4 sold
added +224% BSXsold GEsold LPLAreduced −56% CPsold GOOGadded +25% V
Q2 2025$9.7B · 25 stocks · filed Aug 12, 2025
4 bought10 added11 reduced6 sold
Q1 2025$8.7B · 27 stocks · filed May 6, 2025
2 bought14 added11 reduced5 sold
sold GEHCadded +75% AMZNbought CRSsold RNRreduced −41% CPadded +79% CME
Q4 2024$8.6B · 30 stocks · filed Feb 10, 2025
8 bought6 added16 reduced8 sold
Q3 2024$9.9B · 30 stocks · filed Nov 5, 2024
6 bought9 added15 reduced2 sold
sold CNIreduced −54% Vadded +83% PGRsold CVEreduced −42% BKNGadded +74% FLUT
Q2 2024$9.9B · 26 stocks · filed Aug 13, 2024
6 bought6 added14 reduced2 sold
Q1 2024$10.3B · 22 stocks · filed May 13, 2024
3 bought6 added13 reduced3 sold
Q4 2023$9.2B · 22 stocks · filed Feb 12, 2024
2 bought11 added9 reduced2 sold
Q3 2023$8.6B · 22 stocks · filed Nov 13, 2023
4 bought8 added10 reduced5 sold
sold AMATsold TECKsold TMOreduced −33% CNIsold ADIadded +45% CVE

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.