John Armitage - Egerton Capital UK Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Jul 21, 2026, the Egerton Capital UK portfolio balances reported a total equity value of $10.35B across 23 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight VISA INC (V) as the single largest position, accounting for 14.1% of total equity value, followed by ALPHABET INC (GOOG), AMPHENOL CORP (APH), AMAZON COM INC (AMZN), and others. Collectively, the top five holdings represent 49.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.