Egerton Capital (UK) LLP activity
Every position John Armitage opened, added to, trimmed or closed between 2026 Q2 and 2026 Q3.
New
4
Add
9
Reduce
10
Exit
4
27 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ICE | New | 0% to 2.3% | $223M | Q2→Q3 |
| META | New | 0% to 1.4% | $140M | Q2→Q3 |
| TMO | New | 0% to 1.4% | $134M | Q2→Q3 |
| DIS | New | 0% to 1.0% | $98M | Q2→Q3 |
| AMAT | Exit | 3.6% to 0% | $377M | Q2→Q3 |
| EFX | Exit | 2.3% to 0% | $235M | Q2→Q3 |
| UBER | Exit | 1.6% to 0% | $167M | Q2→Q3 |
| RIOT | Exit | 0.70% to 0% | $72M | Q2→Q3 |
| AMZN | Add | 8.2% to 12.0% | +31.9% sh | Q2→Q3 |
| NVDA | Add | 6.6% to 8.7% | +9.5% sh | Q2→Q3 |
| DVN | Add | 3.0% to 5.1% | +43.3% sh | Q2→Q3 |
| SPGI | Add | 1.4% to 3.2% | +124.6% sh | Q2→Q3 |
| APH | Add | 8.3% to 9.2% | +120.0% sh | Q2→Q3 |
| VST | Add | 0.74% to 1.3% | +96.0% sh | Q2→Q3 |
| LIN | Add | 1.5% to 1.9% | +33.6% sh | Q2→Q3 |
| AWI | Add | 1.4% to 1.6% | +7.3% sh | Q2→Q3 |
| FERG | Add | 2.3% to 2.4% | +5.4% sh | Q2→Q3 |
| GOOG | Reduce | 11.2% to 7.3% | −36.2% sh | Q2→Q3 |
| VMC | Reduce | 5.6% to 2.5% | −48.9% sh | Q2→Q3 |
| MDLN | Reduce | 6.3% to 4.7% | −19.4% sh | Q2→Q3 |
| CRH | Reduce | 4.5% to 3.1% | −17.2% sh | Q2→Q3 |
| V | Reduce | 14.1% to 14.9% | −4.3% sh | Q2→Q3 |
| IBKR | Reduce | 3.5% to 2.8% | −23.5% sh | Q2→Q3 |
| ERJ | Reduce | 2.1% to 2.5% | −4.2% sh | Q2→Q3 |
| LAMR | Reduce | 1.6% to 1.3% | −20.4% sh | Q2→Q3 |
| MA | Reduce | 1.8% to 2.0% | −4.3% sh | Q2→Q3 |
| MCO | Reduce | 7.5% to 7.6% | −3.9% sh | Q2→Q3 |