John Armitage — Egerton Capital (UK) LLP
John ArmitageEgerton Capital (UK) LLP
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| V | Visa Inc. | 4,079,226 | $1.47B | 14.9% |
| AMZN | Amazon.com, Inc. | 4,714,127 | $1.17B | 12.0% |
| APH | Amphenol Corporation | 10,708,713 | $902.7M | 9.2% |
| NVDA | NVIDIA Corporation | 3,741,971 | $854.6M | 8.7% |
| MCO | Moody's Corporation | 1,637,246 | $743.5M | 7.6% |
| GOOG | Alphabet Inc. | 2,099,142 | $715.3M | 7.3% |
| DVN | Devon Energy Corporation | 10,829,392 | $498.6M | 5.1% |
| MDLN | Medline Inc. | 13,283,017 | $460.9M | 4.7% |
| SPGI | S&P Global Inc. | 790,364 | $311.8M | 3.2% |
| CRH | CRH plc | 3,631,232 | $300.7M | 3.1% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.