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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.

13 Jun 2026

Last Update

AUM
$9.01B
Holdings
30
ROI %
17.50%
QoQ%
9.65%
Avg. Holding Period
2y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

30

Options

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

V

Visa Inc. Class A
$304.99(-0.90%)
31 Mar 2026
GO

GOOG

Alphabet Inc Class C
$241.82(18.63%)
31 Mar 2026
MC

MCO

Moodys Corporation
$262.94(65.91%)
31 Mar 2026
LI

LIN

Linde plc Ordinary Shares
$469.43(5.61%)
31 Mar 2026
CR

CRS

Carpenter Technology Corporation
$200.5(96.58%)
31 Mar 2026
AM

AMZN

Amazon.com Inc
$194.64(7.00%)
31 Mar 2026
VM

VMC

Vulcan Materials Company
$260.7(4.45%)
31 Mar 2026
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