John Armitage

Egerton Capital

Long/short — global quality

London-based long/short fund manager known for strong long-term performance and a focus on high-quality global businesses.

$10.35B

Portfolio Value

Positions

2026-07-21 ↗

SEC 13F Filing

Changes This Q

Portfolio Map

Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis

New position Increased Reduced Sold / Closed Unchanged CALLBullish options bet PUTBearish options bet

Full Portfolio · 2026-07-21

23 positions — click any ticker to open its analysis page

#	Ticker	Company	Type	Value	% Portfolio	Δ %	Shares	Status

Quarter-over-Quarter Changes

2026-05-13 → 2026-07-21 · 29 positions moved

Action	Ticker	Company	Shares Δ ⓘ	Value ⓘ	Wt. Δ ⓘ	Portfolio % ⓘ