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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.

14 Apr 2026

Last Update

AUM
$9.2B
Holdings
32
ROI %
21.42%
QoQ%
-6.15%
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
$194.64(18.59%)
31 Dec 2025
V.

V

Visa Inc. Class A
$305.69(14.73%)
31 Dec 2025
MS

MSFT

Microsoft Corporation
$342.67(41.13%)
31 Dec 2025
BS

BSX

Boston Scientific Corp
$100.58(-5.20%)
31 Dec 2025
CO

COF

Capital One Financial Corporation
$199.6(21.42%)
31 Dec 2025
AP

APH

Amphenol Corporation
$87.74(54.02%)
31 Dec 2025
CR

CRS

Carpenter Technology Corporation
$200.5(57.03%)
31 Dec 2025
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