John Armitage of Egerton Capital UK Increases Holdings in Top Stocks, Q1 2026
Egerton Capital UK's John Armitage significantly increased his positions in VISA, Alphabet, and Linde PLC while reducing his stake in Amazon in the first quarter of 2026.
John Armitage, managing director at Egerton Capital UK, has shown active portfolio management in the first quarter of 2026, as evidenced by changes in his top holdings. His filing reveals a mix of significant increases and decreases in stock positions.
Among the most notable purchases, Armitage substantially increased his stake in VISA INC (V), raising the position by 72.49% quarter-over-quarter. Similarly, Alphabet INC (GOOG) saw a massive 258.37% increase in holdings. Other significant additions include LINDE PLC (LIN) with a 795.87% jump, CARPENTER TECHNOLOGY CORP (CRS) and AMAZON COM INC (AMZN) both showing substantial growth, VULCAN MATLS CO (VMC) with a 691.2% increase, NVIDIA CORPORATION (NVDA) with a 231.43% rise, and INTERACTIVE BROKERS GROUP IN (IBKR) with a modest 0.34% increase.
Conversely, Armitage reduced his position in AMAZON COM INC (AMZN) by 41.69% during the quarter. He also decreased his stake in AMPHENOL CORP (APH) by 24.9%. For more detailed information on John Armitage's investment activities, visit https://www.insiderset.com/investor/john-armitage-egerton-capital-uk.
Key holdings in sectors like Financial Services (V, MCO, IBKR), Technology (GOOG, NVDA, VMC, APH), and others remain significant parts of the portfolio. For insights into specific companies held by John Armitage, explore the profiles at V, GOOG, and other relevant stock symbols.