What John Armitage bought and sold in Q2 2025
In Q2 2025, John Armitage (Egerton Capital) opened 3 new positions — including FERG (5.0%), BSX (1.8%), BLDR (0.3%), added to 5, trimmed 5, exited 6 (FISV, LLY, IBN). The book stood at $9.75B across 25 positions, filed Aug 12, 2025.
3New5Added5Trimmed6Exited
New positions (3)
Added to (5)
Trimmed (5)
- AMZNAmazon.com Inc-21% shares · 7.5% · $732M
- FLUTFlutter Entmt Plc-34% shares · 4.3% · $414M
- METAMeta Platforms Inc-class A-26% shares · 4.2% · $407M
- FCNCAFirst Citizens Bcshs -cl A-29% shares · 1.8% · $174M
- GOOGAlphabet Inc-cl C-42% shares · 1.8% · $171M
Exited (6)
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.