John Armitage

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

Explore John Armitage's largest investments on Profit.com, including companies like Visa Inc. Class A, Alphabet Inc Class C, and Amphenol Corporation, and their significance in his portfolio.

John Armitage’s portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells. Additionally, real-time updates on insider trades are available through Form 4 filings, offering a more timely view of their trading activity.

John Armitage currently invests in companies such as Visa Inc. Class A, Alphabet Inc Class C, and Amphenol Corporation, focusing on sectors like Financial Services and Technology.

The largest holding in John Armitage’s portfolio is Visa Inc. Class A, accounting for 14.13% of their total investments.

One of John Armitage’s most profitable investments is Applied Materials Inc, which has generated a return of 104.76% over the past year.

As of 12 Aug 2026, John Armitage’s portfolio is valued at approximately $10.35B, based on the latest filings available on Profit.com.

Yes, you can use Profit.com to follow John Armitage’s portfolio and gain insights to build your own investment portfolio.

You can follow John Armitage’s portfolio updates on Profit.com, which provides notifications on the latest portfolio transactions as soon as they’re available.

Stay up-to-date with John Armitage’s latest trades by following their portfolio on Profit.com. Enable notifications to receive real-time alerts on their newest buy and sell transactions.