What John Armitage bought and sold in Q4 2024
In Q4 2024, John Armitage (Egerton Capital) opened 8 new positions — including COF (3.2%), CME (2.6%), LLY (2.5%), added to 2, trimmed 9, exited 7 (UBER, GEV, HLT). The book stood at $8.65B across 30 positions, filed Feb 10, 2025.
8New2Added9Trimmed7Exited
New positions (8)
Added to (2)
Trimmed (9)
- AMZNAmazon.com Inc-22% shares · 6.1% · $528M
- METAMeta Platforms Inc-class A-22% shares · 5.4% · $469M
- IBKRInteractive Brokers Gro-cl A-45% shares · 3.8% · $327M
- GOOGAlphabet Inc-cl C-55% shares · 3.3% · $282M
- VVisa Inc-class A Shares-27% shares · 3.2% · $273M
- FCNCAFirst Citizens Bcshs -cl A-59% shares · 2.5% · $217M
- MAMastercard Inc - A-39% shares · 2.4% · $205M
- BKNGBooking Holdings Inc-81% shares · 0.7% · $61M
- MLMMartin Marietta Materials-60% shares · 0.5% · $42M
Exited (7)
John Armitage's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.