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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.

09 May 2025

Last Update

AUM
$8.67B
Holdings
32
ROI %
12.94%
QoQ%
-4.27%
Avg. Holding Period
2y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

32

Options

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

AMZN

Amazon.com Inc
$169.35(12.35%)
31 Mar 2025
PG

PGR

Progressive Corp
$163.63(72.96%)
31 Mar 2025
FI

FISV

Fiserv Inc.
$104.5(111.32%)
31 Mar 2025
MS

MSFT

Microsoft Corporation
$282.62(32.82%)
31 Mar 2025
FL

FLUT

Flutter Entertainment plc
$209.53(5.74%)
31 Mar 2025
12

12572Q

Cme group inc
$233.82(13.46%)
31 Mar 2025
ME

META

Meta Platforms Inc.
$223.18(158.25%)
31 Mar 2025
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