What John Armitage Bought in Q1 2024
Egerton Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$10.35B
Total Value
22
Holdings
0
New Buys
0
Reduced
In Q1 2024, John Armitage reported 22 long equity positions worth $10.35B in their Egerton Capital 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 4992216 | $900.5M | 8.70% | — |
| 2 | CP | CANADIAN PACIFIC KANSAS CITY | 9951877 | $877.5M | 8.48% | — |
| 3 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 8706854 | $791.5M | 7.65% | — |
| 4 | CNI | CANADIAN NATL RY CO | 6006248 | $791.1M | 7.64% | — |
| 5 | V | VISA INC | 2735356 | $763.4M | 7.38% | — |
| 6 | META | META PLATFORMS INC | 1441137 | $699.8M | 6.76% | — |
| 7 | GE | GENERAL ELECTRIC CO | 3371807 | $591.9M | 5.72% | — |
| 8 | MSFT | MICROSOFT CORP | 1387066 | $583.6M | 5.64% | — |
| 9 | FISV | FISERV INC | 3392276 | $542.2M | 5.24% | — |
| 10 | FCNCA | FIRST CTZNS BANCSHARES INC N | 298463 | $488.0M | 4.72% | — |
| 11 | RNR-PG | RENAISSANCERE HLDGS LTD | 1858824 | $436.9M | 4.22% | — |
| 12 | GOOG | ALPHABET INC | 2490553 | $379.2M | 3.66% | — |
| 13 | CRH | CRH PLC | 4235437 | $365.3M | 3.53% | — |
| 14 | IBKR | INTERACTIVE BROKERS GROUP IN | 2823697 | $315.4M | 3.05% | — |
| 15 | ACGLN | ARCH CAP GROUP LTD | 3400894 | $314.4M | 3.04% | — |
| 16 | BKNG | BOOKING HOLDINGS INC | 80821 | $293.2M | 2.83% | — |
| 17 | CVE | CENOVUS ENERGY INC | 13967943 | $279.2M | 2.70% | — |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | 1281706 | $273.4M | 2.64% | — |
| 19 | MA | MASTERCARD INCORPORATED | 376093 | $181.1M | 1.75% | — |
| 20 | BSQKZ | BLOCK INC | 1900407 | $160.7M | 1.55% | — |
| 21 | APG | API GROUP CORP | 4079597 | $160.2M | 1.55% | — |
| 22 | IBN | ICICI Bank | 6063550 | $160.1M | 1.55% | — |