John Armitage
Egerton Capital. Holdings reported for Q2 2026, filed Jul 21, 2026.
- Portfolio
- $10.35B
- Stocks
- 23
- Top 10
- 76%
- Turnover
- 24%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 14.1% | $1.46B | 4M | +4% | +20.5% | |
| 2 | googAlphabet Inc. | 11.2% | $1.16B | 3M | -5% | – |
| 3 | 8.3% | $858.09M | 10M | +69% | -10.0% | |
| 4 | 8.2% | $851.69M | 4M | +51% | +0.8% | |
| 5 | 7.5% | $771.88M | 2M | +10% | +9.1% | |
| 6 | 6.6% | $683.90M | 3M | +28% | +2.3% | |
| 7 | 6.3% | $649.61M | 16M | +277% | -18.6% | |
| 8 | 5.6% | $581.67M | 2M | +11% | -4.7% | |
| 9 | 4.5% | $469.07M | 4M | +59% | -15.3% | |
| 10 | 3.6% | $376.73M | 1M | New | -46.0% | |
| 11 | 3.5% | $359.42M | 4M | -34% | -11.6% | |
| 12 | 3.0% | $312.30M | 8M | +16% | +26.2% | |
| 13 | 2.3% | $238.76M | 1M | +59% | +0.6% | |
| 14 | 2.3% | $235.09M | 1M | New | +16.3% | |
| 15 | 2.1% | $215.92M | 3M | +14% | +15.0% | |
| 16 | 1.8% | $186.69M | 0M | -21% | +24.2% | |
| 17 | 1.6% | $170.11M | 1M | +0% | +1.0% | |
| 18 | 1.6% | $167.39M | 2M | -50% | -9.6% | |
| 19 | 1.5% | $156.13M | 0M | -72% | -0.9% | |
| 20 | 1.4% | $148.45M | 1M | +107% | +3.7% | |
| 21 | 1.4% | $143.32M | 0M | New | +13.1% | |
| 22 | 0.7% | $76.98M | 0M | New | -12.8% | |
| 23 | 0.7% | $71.97M | 3M | New | -53.2% |