John Armitage - Egerton Capital UK Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 06, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $8.67B |
Egerton Capital UK Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.3 years | Style | Average duration positions are maintained |
| Position Count | 56 | Style | Number of active positions in portfolio |
| Position Size | 4.8% | Risk | Typical allocation per position |
| Win Rate | 48.1% | Performance | Percentage of profitable positions |
| Average Return | 2124.6% | Performance | Mean return across positions |
| Sharpe Ratio | 0.17 | Performance | Return per unit of risk taken |
Investment Case Study: AMAZON COM INC (AMZN)
9/30/2019 - 8/6/2025
Performance Metrics
Total Return: 21,475.84%
Holding Period: 2137 days
Max Position Size: $900,495,922.00
Position Weight: 5.58%
Key Events
9/30/2019: ENTRY(152,380.00 shares) @ $1.74
3/31/2020: INCREASE(278,917.00 shares) @ $1.95
6/30/2020: DECREASE(-1,648.00 shares) @ $2.76
9/30/2020: DECREASE(-203,706.00 shares) @ $3.15
12/31/2020: INCREASE(16,954.00 shares) @ $3.26
3/31/2021: INCREASE(55,145.00 shares) @ $3.09
6/30/2021: INCREASE(69,752.00 shares) @ $3.44
9/30/2021: DECREASE(-232,399.00 shares) @ $3.29
12/31/2021: INCREASE(144,517.00 shares) @ $3.33
3/31/2022: INCREASE(90,008.00 shares) @ $3.26
9/30/2022: INCREASE(2,418,027.00 shares) @ $0.11
9/30/2023: DECREASE(-2,286,021.00 shares) @ $127.12
12/31/2023: INCREASE(4,147,308.00 shares) @ $151.94
3/31/2024: INCREASE(342,982.00 shares) @ $180.38
6/30/2024: DECREASE(-1,096,811.00 shares) @ $193.25
9/30/2024: DECREASE(-827,315.00 shares) @ $186.33
12/31/2024: DECREASE(-659,947.00 shares) @ $219.39
3/31/2025: INCREASE(1,813,724.00 shares) @ $190.26
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure