Egerton Capital (John Armitage)

A London fund of quality companies in the US and Europe.

What John Armitage held at Q3 2026: 23 positions, the largest V +14.9 %, AMZN +12.0 %, APH +9.2 %, NVDA +8.7 %, MCO +7.6 %. Changes against the quarter before.

• V – +14.9 %
• AMZN – +12.0 %
• APH – +9.2 %
• NVDA – +8.7 %
• MCO – +7.6 %
• GOOG – +7.3 %
• DVN – +5.1 %
• MDLN – +4.7 %
• SPGI – +3.2 %
• CRH PLC – +3.1 %
• IBKR – +2.7 %
• VMC – +2.5 %
• EMBJ – +2.5 %
• FERG – +2.4 %
• ICE – +2.3 %
• MA – +2.0 %
• LIN – +1.9 %
• AWI – +1.6 %
• META – +1.4 %
• TMO – +1.4 %
• VST – +1.3 %
• LAMR – +1.3 %
• DIS – +1.0 %