John Armitage

Egerton Capital (UK) LLP

·

CIK

1581811

Hedge fund manager known for his expertise in European equity markets and his focus on fundamental analysis and identifying undervalued companies.

01 Nov 2026

Last Update

AUM
$9.82B
Holdings
27
ROI %
11.45%
QoQ%
-2.17%
Avg. Holding Period
2y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

27

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
V.

V

Visa Inc. Class A
$306.36(17.29%)
30 Sep 2026
AM

AMZN

Amazon.com Inc
$219.05(13.74%)
30 Sep 2026
AP

APH

Amphenol Corporation
$64.06(31.60%)
30 Sep 2026
NV

NVDA

NVIDIA Corporation
$60.21(279.31%)
30 Sep 2026
MC

MCO

Moodys Corporation
$280.62(61.83%)
30 Sep 2026
GO

GOOG

Alphabet Inc Class C
$241.82(40.91%)
30 Sep 2026
DV

DVN

Devon Energy Corporation
$48.17(-4.42%)
30 Sep 2026
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