John Armitage - Egerton Capital UK Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: September 2013 to September 2026 • Initial Portfolio Value: $3.88B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+5.94B
+153.17%
Winning Positions
+47.94%
93 wins / 194 positions
Average Gain (Winners)
$173.24M
+173.60% avg per position
Active Positions
23
67 losing positions
Portfolio Value Over Time
Total Positions Tracked
194
All holdings over time
Win/Loss Ratio
1.39
93 gains / 67 losses
Active vs. Exited
23 / 171
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc. | Financial Services | Sep 2013 | ACTIVE | $196.72M | $1.47B | $1.27B | +645.10% |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Sep 2019 | ACTIVE | $264.52M | $1.17B | $910.01M | +344.02% |
| APH | Amphenol Corporation | Technology | Mar 2025 | ACTIVE | $115.61M | $902.74M | $787.13M | +680.85% |
| NVDA | NVIDIA Corporation | Technology | Mar 2016 | ACTIVE | $111.67M | $854.59M | $742.92M | +665.25% |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2015 | EXITED | $70.01M | $790.83M | $720.82M | +1029.61% |
| MSFT | Microsoft Corporation | Technology | Sep 2015 | EXITED | $247.36M | $845.69M | $598.33M | +241.89% |
| CMCSA | Comcast Corporation | Communication Services | Sep 2013 | EXITED | $319.50M | $910.25M | $590.75M | +184.90% |
| PGR | Progressive Corporation (The) | Financial Services | Mar 2020 | EXITED | $110.32M | $639.26M | $528.94M | +479.46% |
| MCO | Moody's Corporation | Financial Services | Sep 2013 | ACTIVE | $261.57M | $743.52M | $481.95M | +184.25% |
| PXGBX | PRAXAIR INC | N/A | Sep 2016 | EXITED | $96.74M | $561.55M | $464.81M | +480.46% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.