John Armitage - Egerton Capital UK Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 06, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $8.67B |
Portfolio Overview
Comprehensive analysis of John Armitage's investment portfolio
24
Total Holdings
$8.7B
Portfolio Value
Mar 31, 2025
Latest Filing
9.3%
Largest Position
Top Holdings
1
AMZN
AMAZON COM INC
$803.3M
9.3%
↑+0.8%
2
PGR
PROGRESSIVE CORP
$786.4M
9.1%
↓-0.0%
3
FI
FISERV INC
$525.9M
6.1%
↑+0.0%
4
MSFT
MICROSOFT CORP
$498.7M
5.8%
↓-0.2%
5
CME
CME GROUP INC
$459.0M
5.3%
↑+0.8%
Recent Activity
FCNCA
First Citizens BancShares, Inc.
-124,773
Jun 30, 2025
MLM
Martin Marietta Materials, Inc.
-165,338
Jun 30, 2025
MA
Mastercard Incorporated
-380,221
Jun 30, 2025