Manager

John Armitage

SEC filing name: Egerton Capital (UK) LLP

All 13F filings

Notable person
John Armitage
SEC filing name
Egerton Capital (UK) LLP
Location
London, X0
CIK
0001581811
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/13/2026 · 24 long positions · top 12 shown

  1. VISA INC - V 13.8%
  2. ALPHABET INC - GOOG 11.0%
  3. MOODYS CORP - MCO 7.5%
  4. LINDE PLC - LIN 5.9%
  5. CARPENTER TECHNOLOGY CORP 5.8%
  6. AMAZON COM INC - AMZN 5.5%
  7. VULCAN MATLS CO 5.3%
  8. NVIDIA CORPORATION - NVDA 5.2%
  9. INTERACTIVE BROKERS GROUP IN - IBKR 4.7%
  10. AMPHENOL CORP - APH 4.0%
  11. CME GROUP INC - CME 3.9%
  12. UBER TECHNOLOGIES INC - UBER 3.7%
  13. Other 23.7%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/13/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Reduce AMAZON COM INC -3,529,162 -9.32 pp
Exit MICROSOFT CORP -1,748,656 -9.19 pp
Add ALPHABET INC +2,380,881 +7.34 pp
New LINDE PLC +1,068,371 +5.88 pp
Exit BOSTON SCIENTIFIC CORP -5,385,084 -5.58 pp
Exit CAPITAL ONE FINL CORP -2,069,130 -5.45 pp
New NVIDIA CORPORATION +2,675,018 +5.18 pp
New DEVON ENERGY CORP NEW +6,525,140 +3.64 pp
Add MOODYS CORP +772,261 +3.19 pp
New CANADIAN NAT RES LTD MED TER +5,690,211 +3.07 pp
Exit WYNN RESORTS LTD -2,069,751 -2.71 pp
Add VULCAN MATLS CO +809,043 +2.37 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000158181126000005 Q1 2026 24 9,010,197,462 13F-HR 5/13/2026 Egerton Capital (UK) LLP
000158181126000002 Q4 2025 23 9,200,432,020 13F-HR 2/11/2026 Egerton Capital (UK) LLP
000158181125000010 Q3 2025 24 9,481,829,795 13F-HR 11/12/2025 Egerton Capital (UK) LLP
000158181125000007 Q2 2025 25 9,747,354,446 13F-HR 8/12/2025 Egerton Capital (UK) LLP
000158181125000005 Q1 2025 27 8,666,730,806 13F-HR 5/6/2025 Egerton Capital (UK) LLP
000158181125000004 Q4 2024 30 8,646,801,170 13F-HR 2/10/2025 Egerton Capital (UK) LLP
000158181124000009 Q3 2024 30 9,908,569,786 13F-HR 11/5/2024 Egerton Capital (UK) LLP
000158181124000007 Q2 2024 26 9,903,964,092 13F-HR 8/13/2024 Egerton Capital (UK) LLP
000158181124000004 Q1 2024 22 10,348,584,711 13F-HR 5/13/2024 Egerton Capital (UK) LLP
000158181124000003 Q4 2023 22 9,232,101,334 13F-HR 2/12/2024 Egerton Capital (UK) LLP
000158181123000006 Q3 2023 22 8,616,275,459 13F-HR 11/13/2023 Egerton Capital (UK) LLP
000158181123000005 Q2 2023 23 9,699,536,685 13F-HR 8/10/2023 Egerton Capital (UK) LLP
000158181123000004 Q1 2023 25 9,264,712,719 13F-HR 5/9/2023 Egerton Capital (UK) LLP
000158181123000002 Q4 2022 21 11,621,148,839 13F-HR 2/7/2023 Egerton Capital (UK) LLP
000158181122000008 Q3 2022 23 12,878,573 13F-HR 11/10/2022 Egerton Capital (UK) LLP
000158181122000007 Q2 2022 26 14,813,722 13F-HR 8/9/2022 Egerton Capital (UK) LLP
000091957422004541 Q1 2022 29 18,978,003 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181122000004 Q1 2022 29 18,978,003 13F-HR 5/9/2022 Egerton Capital (UK) LLP
000091957422004539 Q4 2021 32 21,445,855 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181122000003 Q4 2021 32 21,445,855 13F-HR 2/11/2022 Egerton Capital (UK) LLP
000091957422004537 Q3 2021 34 21,042,867 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181121000007 Q3 2021 34 21,042,867 13F-HR 11/8/2021 Egerton Capital (UK) LLP
000091957422004535 Q2 2021 31 20,116,002 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181121000006 Q2 2021 31 20,116,002 13F-HR 8/12/2021 Egerton Capital (UK) LLP
000091957422004533 Q1 2021 35 18,980,322 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181121000005 Q1 2021 35 18,980,322 13F-HR 5/17/2021 Egerton Capital (UK) LLP
000091957422004531 Q4 2020 34 17,664,977 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181121000003 Q4 2020 34 17,664,977 13F-HR 2/12/2021 Egerton Capital (UK) LLP
000091957422004529 Q3 2020 35 16,187,104 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181120000006 Q3 2020 35 16,187,104 13F-HR 11/9/2020 Egerton Capital (UK) LLP
000091957422004526 Q2 2020 28 13,461,461 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181120000005 Q2 2020 28 13,461,461 13F-HR 8/12/2020 Egerton Capital (UK) LLP
000091957422004524 Q1 2020 26 9,674,850 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181120000004 Q1 2020 26 9,674,850 13F-HR 5/13/2020 Egerton Capital (UK) LLP
000091957422004522 Q4 2019 33 13,966,865 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181120000003 Q4 2019 33 13,966,865 13F-HR 2/13/2020 Egerton Capital (UK) LLP
000091957422004520 Q3 2019 33 13,961,869 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000091957419006859 Q3 2019 33 13,961,869 13F-HR 11/13/2019 Egerton Capital (UK) LLP
000091957422004517 Q2 2019 31 13,661,599 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181119000005 Q2 2019 31 13,661,599 13F-HR 8/13/2019 Egerton Capital (UK) LLP
000091957422004515 Q1 2019 26 14,157,051 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP
000158181119000003 Q1 2019 26 14,157,051 13F-HR 5/9/2019 Egerton Capital (UK) LLP
000091957422004513 Q4 2018 26 12,016,021 RESTATEMENT 8/3/2022 Egerton Capital (UK) LLP