John Armitage — Egerton Capital (UK) LLP
John ArmitageEgerton Capital (UK) LLP
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| V | Visa Inc. | 4,264,651 | $1.46B | 14.1% |
| GOOG | Alphabet Inc. | 3,291,594 | $1.16B | 11.2% |
| APH | Amphenol Corporation | 4,866,688 | $858.1M | 8.3% |
| AMZN | Amazon.com, Inc. | 3,573,408 | $851.7M | 8.2% |
| MCO | Moody's Corporation | 1,704,229 | $771.9M | 7.5% |
| NVDA | NVIDIA Corporation | 3,417,950 | $683.9M | 6.6% |
| MDLN | Medline Inc. | 16,470,884 | $649.6M | 6.3% |
| VMC | Vulcan Materials Company | 1,971,694 | $581.7M | 5.6% |
| CRH | CRH plc | 4,383,866 | $469.1M | 4.5% |
| AMAT | Applied Materials, Inc. | 521,065 | $376.7M | 3.6% |
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.