John Armitage Egerton Capital UK Portfolio Update: March 2026 Insights
Egerton Capital UK's portfolio, as of March 31, 2026, shows significant increases in Visa and Alphabet, alongside decreases in Amazon and Carpenter Technology.
John Armitage of Egerton Capital UK saw substantial growth in his portfolio during the first quarter of 2026, with significant increases in holdings like Visa (V) and Alphabet (GOOG).
Visa (V) increased by 72.49% in shares, while Alphabet (GOOG) saw a massive 258.37% share increase. Moody's (MCO) experienced a slight decrease of 2.58% in shares, and Linde PLC (LIN) saw a huge 795.87% share increase.
Other notable changes include Amazon.com (AMZN) decreasing by 41.69% in shares, Carpenter Technology (CRS) decreasing by 3.16%, Vulcan Materials (VMC) increasing by 691.2%, NVIDIA (NVDA) increasing by 231.43%, Interactive Brokers (IBKR) increasing slightly by 0.34%, and Amphénol (APH) decreasing by 24.9%.
For more detailed analysis of John Armitage's investment strategy, visit John Armitage's profile. Detailed information on each stock, including Visa (V), Alphabet (GOOG), Moody's (MCO), Linde PLC (LIN), Carpenter Technology (CRS), Amazon.com (AMZN), Vulcan Materials (VMC), NVIDIA (NVDA), Interactive Brokers (IBKR), and Amphénol (APH), is available on Insiderset.