John Armitage Increases Visa, Alphabet Holdings in March 2026 Portfolio

Egerton Capital UK's portfolio, as of March 31, 2026, shows significant changes in its top holdings. The portfolio, managed by John Armitage, has seen substantial increases in certain stocks while others have decreased or remained relatively stable.

Visa Inc. (V) experienced a massive increase, with share count rising by 72.49% to 4,110,970 shares, boosting its portfolio allocation to 13.79%. Alphabet Inc. (GOOG) also saw a huge jump, with share count increasing by 258.37% to 3,459,649 shares, raising its allocation to 11.01%. Moodys Corp. (MCO) experienced a slight decrease in shares (-2.58%), while Linde PLC (LIN) saw a massive increase in share count (795.87%) but a slight decrease in allocation percentage due to overall portfolio growth.

Linde PLC (LIN) added significantly to its position, increasing share count by 795.87% to 1,068,371 shares, though its portfolio percentage slightly decreased to 5.88%. Carpenter Technology Corp. (CRS) saw a small decrease in shares (-3.16%) and allocation (-5.82%). Amazon.com Inc. (AMZN) experienced a substantial decrease in shares (-41.69%) and allocation (-5.46%). Vulcan Materials Co. (VMC) added significantly, increasing share count by 691.2% to 1,769,216 shares, raising its allocation to 5.35%. NVIDIA Corporation (NVDA) also saw a large increase in shares (231.43%) and allocation (5.18%). Interactive Brokers Group Inc. (IBKR) maintained a stable position with minimal changes (+0.34% in shares). Lastly, Amphenol Corp. (APH) saw a notable decrease in shares (-24.9%) and allocation (-4.03%).