John Armitage of Egerton Capital UK Increases Holdings in Top Stocks in Q1 2026
Egerton Capital UK's portfolio saw significant changes in Q1 2026, with substantial increases in several stocks and decreases in others.
As of March 31, 2026, John Armitage of Egerton Capital UK managed a substantial portfolio valued at approximately $8.72 billion. This quarter, the investor demonstrated active trading, significantly increasing positions in several companies while reducing holdings in others.
Among the most notable purchases were increases in Visa Inc (V), Alphabet Inc (GOOG), Linde PLC (LIN), Carpenter Technology Corp (CRS), Vulcan Materials Co (VMC), NVIDIA Corporation (NVDA), and Interactive Brokers Group Inc (IBKR). These additions or substantial increases suggest confidence in these sectors and specific companies.
Conversely, Mr. Armitage reduced positions in Moody's Corp (MCO), Amazon.com Inc (AMZN), and Amphénol Corp (APH). The decrease in Amazon shares was particularly pronounced, reflecting a significant reduction in allocation.
No new positions were disclosed to have been initiated during this quarter, and no positions appear to have been fully exited based on the available data.
For a detailed look at John Armitage's investment profile and the specific companies discussed, please visit Egerton Capital UK's profile and explore individual stock profiles at InsiderSet.