John Armitage — Portfolio & Holdings
John Armitage of Egerton Capital manages $9.82B across 23 reported positions as of Q3 2026, according to Nexqual.
Key Facts
| Investor | John Armitage |
|---|---|
| Firm | Egerton Capital |
| Assets Under Management (13F) | $9.82B |
| Number of Positions | 23 |
| Reporting Period | Q3 2026 |
Top Holdings
John Armitage's largest reported holdings: V, AMZN, APH, NVDA, MCO, GOOG, DVN, MDLN, SPGI, CRH.
All 23 Holdings (Q3 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | V | Visa | 14.93% | $1.47B | Reduced 4.35% |
| 2 | AMZN | Amazon | 11.96% | $1.17B | Added 31.92% |
| 3 | APH | Amphenol | 9.19% | $903M | Added 120.04% |
| 4 | NVDA | Nvidia | 8.70% | $855M | Added 9.48% |
| 5 | MCO | Moodys | 7.57% | $744M | Reduced 3.93% |
| 6 | GOOG | Alphabet Inc. | 7.28% | $715M | Reduced 36.23% |
| 7 | DVN | Devon Energy | 5.08% | $499M | Added 43.28% |
| 8 | MDLN | Medline Inc. | 4.69% | $461M | Reduced 19.35% |
| 9 | SPGI | S&P Global Inc. | 3.17% | $312M | Added 124.59% |
| 10 | CRH | CRH | 3.06% | $301M | Reduced 17.17% |
| 11 | IBKR | Interactive Brokers Group, Inc. | 2.75% | $270M | Reduced 23.46% |
| 12 | VMC | Vulcan Materials CO | 2.51% | $247M | Reduced 48.88% |
| 13 | EMBJ | Embraer S.A. | 2.49% | $244M | Reduced 4.20% |
| 14 | FERG | Ferguson Enterprises Inc. | 2.40% | $236M | Added 5.39% |
| 15 | ICE | Intercontinental Exchange, Inc. | 2.27% | $223M | New position |
| 16 | MA | Mastercard Inc | 1.95% | $192M | Reduced 4.35% |
| 17 | LIN | Linde | 1.94% | $191M | Added 33.60% |
| 18 | AWI | Armstrong World Industries | 1.64% | $161M | Added 7.34% |
| 19 | META | Meta Platforms, Inc. | 1.42% | $140M | New position |
| 20 | TMO | Thermo Fisher Scientific | 1.36% | $134M | New position |
| 21 | VST | Vistra Corp. | 1.34% | $132M | Added 95.98% |
| 22 | LAMR | Lamar Advertising | 1.27% | $125M | Reduced 20.45% |
| 23 | DIS | Walt Disney Co | 1.00% | $97.9M | New position |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:28 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt