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 Aug 2024
Останнє Оновлення
Активи Під Управлінням
$9.9BВолодіння
28Повернення %
30.81%QoQ%
5.75%Середній Період Утримання
2y
Розподіл по Секторах
Найкращі Інвестиції
Продуктивність
Володіння
S&P 500
Акції
28
Опції
0
Тікер
Ім'я
Акції
Вартість акцій
% Портфеля
Зміна
Зміна %
Історія
Середня Ціна Покупки
Поточна Ціна
Дата звіту
AMZN
Amazon.com Inc
3.9M
$752.79M
7.60%
-1.1M
-21.97%
$153.61(25.81%)
$193.25
30 Jun 2024
CP
Canadian Pacific Railway Ltd
9.24M
$727.19M
7.34%
-715.32K
-7.19%
$51.74(52.16%)
$78.73
30 Jun 2024
META
Meta Platforms Inc.
1.34M
$675.49M
6.82%
-101.47K
-7.04%
$223.18(125.93%)
$504.22
30 Jun 2024
V
Visa Inc. Class A
2.55M
$670.39M
6.77%
-181.21K
-6.62%
$180.4(45.49%)
$262.47
30 Jun 2024
MSFT
Microsoft Corporation
1.49M
$665.72M
6.72%
102.4K
7.38%
$256.22(74.44%)
$446.95
30 Jun 2024
GOOG
Alphabet Inc Class C
3.24M
$594.45M
6.00%
750.36K
30.13%
$117.65(55.90%)
$183.42
30 Jun 2024
GEHC
GE HealthCare Technologies Inc.
7.36M
$573.33M
5.79%
-1.35M
-15.49%
$85.45(-8.81%)
$77.92
30 Jun 2024
CNI
Canadian National Railway Co
4.07M
$480.4M
4.85%
-1.94M
-32.29%
$101.33(16.58%)
$118.13
30 Jun 2024
FCNCA
First Citizens BancShares Inc
283.23K
$476.85M
4.81%
-15.23K
-5.10%
$752.85(123.63%)
$1.68K
30 Jun 2024
PCLN
Booking Holdings Inc
111.13K
$440.23M
4.44%
30.31K
37.50%
$2.57K(54.29%)
$3.96K
30 Jun 2024
RNR
Renaissancere Holdings Ltd
1.86M
$415.71M
4.20%
1.1K
0.06%
$198.51(12.59%)
$223.51
30 Jun 2024
FISV
Fiserv Inc.
2.74M
$407.88M
4.12%
-655.54K
-19.32%
$101.65(46.62%)
$149.04
30 Jun 2024
IBKR
Interactive Brokers Group Inc
3.13M
$384.15M
3.88%
309.67K
10.97%
$112.79(8.70%)
$122.6
30 Jun 2024
GE
GE Aerospace
2.37M
$377.28M
3.81%
-1.85M
-43.83%
$89.22(78.18%)
$158.97
30 Jun 2024
ACGL
Arch Capital Group Ltd
3.23M
$326.22M
3.29%
-167.51K
-4.93%
$84.17(19.86%)
$100.89
30 Jun 2024
PGR
Progressive Corp
1.54M
$320.16M
3.23%
-1.47M
-48.89%
$88.47(134.78%)
$207.71
30 Jun 2024
CRHCF
CRH plc
3.94M
$295.45M
2.98%
-295.08K
-6.97%
$72.56(3.34%)
$74.98
30 Jun 2024
CVE
Cenovus Energy Inc
10.32M
$202.95M
2.05%
-3.64M
-26.10%
$18.64(5.47%)
$19.66
30 Jun 2024
FLUT
Flutter Entertainment plc
1.04M
$189.89M
1.92%
1.04M
New
$182.36(0.00%)
$182.36
30 Jun 2024
MA
Mastercard Inc
422.57K
$186.42M
1.88%
46.48K
12.36%
$346.33(27.38%)
$441.16
30 Jun 2024
FSLR
First Solar Inc
709.84K
$160.04M
1.62%
709.84K
New
$225.46(0.00%)
$225.46
30 Jun 2024
IBN
ICICI Bank Limited
5.54M
$159.64M
1.61%
-522.57K
-8.62%
$18.55(55.31%)
$28.81
30 Jun 2024
