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← John Armitage

John Armitage's 2025Q1 portfolio

John Armitage (Egerton Capital) held 10 positions as of Mar 31, 2025, with the largest position at 9.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (10)

  1. 1AMZNAmazon.com Inc
    % port
    9.3%
    +3.2pp vs prior Qnow 5.5%
  2. 2CMECme Group Inc
    % port
    5.3%
    +2.7pp vs prior Qnow 3.9%
  3. 3(cusip)Arch Cap Group Ltd
    % port
    4.8%
    +0.5pp vs prior Qnow 1.2%
  4. 4CRHCrh Plc
    % port
    4.3%
    -0.3pp vs prior Qnow 3.2%
  5. 5VVisa Inc-class A Shares
    % port
    3.9%
    +0.7pp vs prior Qnow 13.8%
  6. 6CRSCarpenter Technology
    % port
    3.8%
    now 5.8%
  7. 7IBKRInteractive Brokers Gro-cl A
    % port
    3.5%
    -0.3pp vs prior Qnow 4.7%
  8. 8GOOGAlphabet Inc-cl C
    % port
    3.0%
    -0.3pp vs prior Qnow 11.0%
  9. 9MAMastercard Inc - A
    % port
    2.4%
    now 2.5%
  10. 10APHAmphenol Corp-cl A
    % port
    1.3%
    now 4.0%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.