What John Armitage Bought in Q2 2026
Egerton Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$10.35B
Total Value
23
Holdings
5
New Buys
6
Reduced
In Q2 2026, John Armitage reported 23 long equity positions worth $10.35B in their Egerton Capital 13F filing, including 5 new positions (largest: APPLIED MATLS INC at $376.7M) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 4264651 | $1.46B | 14.13% | +3.7% |
| 2 | GOOG | ALPHABET INC | 3291594 | $1.16B | 11.24% | -4.9% |
| 3 | APH | AMPHENOL CORP | 4866688 | $858.1M | 8.29% | +69.5% |
| 4 | AMZN | AMAZON COM INC | 3573408 | $851.7M | 8.23% | +51.2% |
| 5 | MCO | MOODYS CORP | 1704229 | $771.9M | 7.46% | +10.3% |
| 6 | NVDA | NVIDIA CORPORATION | 3417950 | $683.9M | 6.61% | +27.8% |
| 7 | MDLN | MEDLINE INC | 16470884 | $649.6M | 6.28% | 277.3% |
| 8 | VMC | VULCAN MATLS CO | 1971694 | $581.7M | 5.62% | +11.4% |
| 9 | CRH | CRH PLC | 4383866 | $469.1M | 4.53% | +58.9% |
| 10 | AMAT | APPLIED MATLS INC | 521065 | $376.7M | 3.64% | NEW |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | 4129416 | $359.4M | 3.47% | -34.2% |
| 12 | DVN | DEVON ENERGY CORP NEW | 7558060 | $312.3M | 3.02% | +15.8% |
| 13 | FERG | FERGUSON ENTERPRISES INC | 1006024 | $238.8M | 2.31% | 58.6% |
| 14 | EFX | EQUIFAX INC | 1481188 | $235.1M | 2.27% | NEW |
| 15 | EMBJ | EMBRAER S.A. | 3384349 | $215.9M | 2.09% | +13.8% |
| 16 | MA | MASTERCARD INCORPORATED | 363490 | $186.7M | 1.80% | -20.9% |
| 17 | LAMR | LAMAR ADVERTISING CO | 1090619 | $170.1M | 1.64% | +0.2% |
| 18 | UBER | UBER TECHNOLOGIES INC | 2319648 | $167.4M | 1.62% | -50.1% |
| 19 | LIN | LINDE PLC | 300854 | $156.1M | 1.51% | +-71.8% |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | 925394 | $148.5M | 1.43% | +106.5% |
| 21 | SPGI | S&P GLOBAL INC | 351920 | $143.3M | 1.38% | NEW |
| 22 | VST | VISTRA CORP | 485253 | $77.0M | 0.74% | NEW |
| 23 | RIOT | RIOT PLATFORMS INC | 2628731 | $72.0M | 0.70% | NEW |