John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $9.01 B V GOOG MCO LIN CRS AMZN VMC NVDA IBKR APH CME UBER DVN CRH CNQ MA MDLN EMBJ FERG LAMR
2025   Q4 $9.20 B AMZN V MSFT BSX APH COF CRS IBKR MCO GOOG CME CRH VMC MA WYNN FERG UBER EMBJ STX RNR
2025   Q3 $9.48 B MSFT AMZN V PGR FERG BSX CRH APH COF IBKR META STX FLUT CRS CME ACGL MA ICE CP EMBJ
2025   Q2 $9.75 B MSFT AMZN PGR V CRS COF FERG IBKR CME CRH FLUT META ACGL CP GE APH LPLA STX MA ICE
2025   Q1 $8.67 B AMZN PGR FISV MSFT FLUT CME META ACGL LLY CRH V CRS IBKR GE CP LPLA GOOG FCNCA MA ICE
2024   Q4 $8.65 B MSFT PGR AMZN CP FLUT FISV META GE CRH ACGL GEHC IBKR RNR GOOG COF V CME LLY FCNCA MA
2024   Q3 $9.91 B MSFT PGR CP META AMZN GOOG GEHC RNR IBKR FISV FCNCA FLUT CRH GE ACGL V MA BKNG UBER GEV
2024   Q2 $9.90 B AMZN CP META V MSFT GOOG GEHC CNI FCNCA BKNG RNR FISV IBKR GE ACGL PGR CRH CVE FLUT MA
2024   Q1 $10.35 B AMZN CP GEHC CNI V META GE MSFT FISV FCNCA RNR GOOG CRH IBKR ACGL BKNG CVE HLT MA APG
2023   Q4 $9.23 B V CP AMZN CNI MSFT META GE GOOG FISV FCNCA BKNG RNR IBN GEHC HLT CVE CRH MA HDB SLB
2023   Q3 $8.62 B CP V META GOOG SLB CNI MA FCNCA CVE GE MSFT FISV BKNG RNR IBN HDB ACGL HLT KKR EG
2023   Q2 $9.70 B CP CNI V MSFT META MA GOOG FISV FCNCA SLB GE AMAT BKNG TECK TMO HDB CVE RNR ADI IBN
2023   Q1 $7.91 B CNI V FCNCA SLB CVE FISV MSFT META MA TECK ADI AMAT GOOG LOW LPLA KKR BKNG IBN HDB EG
2022   Q4 $10.10 B CNI SCHW V GOOG MA SLB MSFT UNH CVE FCNCA LOW BKNG TECK ADI LPLA AMAT CSX IBN KKR EG
2022   Q3 $11.38 B CNI MSFT GOOG SCHW V FCNCA MA UNH ADI AMAT CVE LOW CSX TECK BKNG DHI AMZN LINEUR LPLA TSM
2022   Q2 $13.03 B MSFT CNI GOOG V SCHW UNH MA ADI CSX FCNCA DHI AMAT LOW TSM LINEUR CVE KKR TECK LPLA BBWI
2022   Q1 $16.76 B GOOG MSFT CNI AMZN CSX V SCHW UNH LINEUR LOW CHTR BBWI ADI DHI FCNCA KKR AA MA AMAT SNAP
2021   Q4 $19.35 B GOOG MSFT CSX CHTR SCHW UNH V BBWI CNI AMZN DHI LOW SHOP ADI KKR LINEUR NFLX SNAP FCNCA PVH
2021   Q3 $19.17 B GOOG CHTR MSFT V LINEUR SCHW CSX CNI CMCSA BBWI UNH META DHI ADI AMZN KKR SHOP NFLX PYPL PVH
2021   Q2 $18.60 B GOOG MSFT AMZN CHTR CSX V TMUS LINEUR LB META UNH NFLX DHI CMCSA SCHW PYPL KKR ADI MA SHOP
2021   Q1 $17.70 B GOOG MSFT CHTR LB AMZN V DHI LINEUR CSX TMUS META NFLX UNH GPN CMCSA PYPL KKR NBIS MA MTCH
2020   Q4 $16.56 B GOOG CHTR MSFT TMUS V NFLX GPN AMZN LINEUR META DHI PYPL UNH CSX LB CMCSA MTCH NBIS KKR PGR
2020   Q3 $15.22 B CHTR TMUS MSFT META DHI UNH PYPL AMZN BABA UNP GOOG MA GPN CMCSA LINEUR NFLX LB V MTCH VMC
2020   Q2 $12.66 B AMZN CHTR BABA UNH MSFT PYPL NFLX META LINEUR UNP GOOG DHI ADBE TMUS GPN FISV 4MG NBIS KKR BX
2020   Q1 $8.97 B CHTR AMZN MSFT FISV NFLX UNP ADBE BABA LINEUR GOOG UNH META NBIS BX DHI VMC MA 4MG AXP C
2019   Q4 $13.27 B CHTR BABA FISV MSFT UNP UNH ADBE VMC DHI GOOG SPGI NFLX MA AXP TDG NBIS BX MLM TMO META
2019   Q3 $13.18 B UNP CHTR GOOG BABA MSFT BX FISV VMC DHI ADBE MLM SPGI TIF AXP WYNN MA TDG META CRM AMZN
2019   Q2 $12.75 B CHTR UNP AXP MSFT BABA SPGI ADBE VMC CSX MLM TIF ADSK WYNN MA DHI TS FISV META GOOG IQV
2019   Q1 $13.46 B UNP MSFT AXP CHTR CSX GOOG ADBE SPGI MA FISV FOXA VMC BABA MLM TS ADSK BA TIF WYNN SNPS
2018   Q4 $11.46 B NWS.A UNP MSFT AXP CSX CHTR GOOG UNH SPGI ADBE LINEUR MA BABA VMC MLM TRU GDDY ADSK KKR NTR
2018   Q3 $12.88 B NWS.A UNP CHTR MSFT ADBE CSX GOOG ATVI SPGI PX UNH BABA WYNN BAC SCHW TS WP GDDY KKR NTR
2018   Q2 $12.56 B NWS.A MSFT PX UNH SPGI BABA ADBE GOOG EA BAC ATVI SCHW UNP CSX META WYNN BKNG MA CRM TS
2018   Q1 $11.89 B ADBE CHTR MSFT BAC SPGI PX AMAT GOOG LUV SCHW NWS.A WYNN UNH BABA UNP ATVI CRM EA META GDDY
2017   Q4 $11.05 B AMAT CHTR ATVI PX STZ SCHW BABA ADBE BAC MSFT LUV GOOG SPGI META UNH MA BRX CRM ALK EQIX
2017   Q3 $11.00 B CMCSA CHTR AMAT SPGI STZ ATVI MA BABA PX SCHW META BAC MSFT LUV BRX MLM ALK JPM EQIX TRU
2017   Q2 $9.76 B CHTR CMCSA SPGI ATVI AMAT STZ MA LUV SCHW MLM BAC PX JPM META MSFT ALK AABA EW MHK HDB
2017   Q1 $8.94 B CHTR CMCSA SPGI ATVI LUV BAC AMAT META STZ V SCHW MHK JPM GOOG PX MA MSFT ADBE PCLN FLT
2016   Q4 $7.87 B CHTR CMCSA SPGI GOOG BAC MA SCHW JPM STZ META LUV MHK PX PCLN MSFT MLM ALB ATVI V LBRDK
2016   Q3 $8.44 B CHTR CMCSA SPGI PCLN GOOG META ATVI LUV V STZ MA SCHW JPM MHK MSFT MLM MCO HD NVDA ALB
2016   Q2 $8.91 B CHTR CMCSA META GOOG SPGI LUV PCLN ATVI STZ MLM JPM MHK DVA SCHW MCO V MA MSFT NVDA HD
2016   Q1 $9.94 B TWC V LUV MSFT META CMCSA PCLN GOOG GILD CHTR JD DVA ATVI MHK MCO HD SCHW WTW JPM MA
2015   Q4 $9.09 B TWC LUV MSFT CMCSA V META ATVI GILD TW6 CHTR PCLN JD DVA SCHW MA MCO HD JPM MHK MLM
2015   Q3 $8.40 B TWC LUV GILD CMCSA PCLN MLM META MA WBA CHTR TW6 DVA V ATVI JPM HD MSFT SCHW GRA AAPL
2015   Q2 $7.35 B TWC GILD LUV MA JPM AIG PCLN AAPL CMCSA V MLM HD DVA META CF GRA ATVI WBA WFC FISV
2015   Q1 $6.75 B LUV AAPL CNI MA BIDU CHTR NWS.A V TWC WFC HD PCLN JPM DVA EQIX FISV 9ST WBA MHK CF
2014   Q4 $6.97 B LUV MA NWS.A AAPL CNI BIDU HD CMCSA WFC DVA JPM ABBV CHTR FISV PCLN GRA SLB TIF NKE AAL
2014   Q3 $6.99 B CMCSA GILD NWS.A WFC CCI* MA DVA CNI AIG DIS LYB SLB BIDU HD LBTYA FISV MCK NKE AAL GRMN
2014   Q2 $5.91 B CMCSA GILD WFC NWS.A AIG DVA AAL CTSH DIS NKE CCI* LBTYA GRMN FISV LYB CF BIDU LBTYK MCK DAL
2014   Q1 $6.45 B WFC DIS AXP NWS.A CMCSA V AIG MCO QCOM DVA GRMN CF CHTR CTSH FISV DAL HOUS AAL LBTYA BAC
2013   Q4 $6.63 B NWS.A AXP DIS MOO CMCSA QCOM MCO PCLN AIG V FISV OCN WFC GRMN GGQ1 LBTYA CTSH MA DAL BAC
2013   Q3 $5.47 B NWS.A AXP DIS CMCSA PCLN C QCOM MCO MOO OCN AIG FISV NKE DAL V WFC MA CHTR GRMN SIG
Home Help notes Contact Terms of Service Privacy