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Egerton Capital

by John Armitage, CIO since 1994 hedge fund

Legal name
Egerton Capital (UK) LLP
On record since?
Q3 2013
Filings read
52
Style
Quality
Website
egertoncapital.com
View more
CIK
0001581811
Read since
Aug 22, 2026

Q2 2026 · filed Jul 21, 2026 · $10.4B US stock · 23 positions · Concentrated · High turnover · Top: V 14.1% · GOOG 11.2% · APH 8.3%

Read the filing →

Streakslongest held · 52 quarters on record

  1. MA Mastercard Incorporated 1.8%49 quarters
  2. V VISA Inc. 14.1%24 quarters
  3. AMZN Amazon.Com Inc 8.2%12 quarters
  4. CRH CRH Public Limited Company 4.5%11 quarters
  5. IBKR Interactive Brokers Group, Inc. Class A 3.5%10 quarters

New in this book this quarter: AMAT, EFX, SPGI, VST, RIOT.

Over time52 quarters, Q3 2013 to Q2 2026

US stock$10.4B Q2 2026

Positions23 Q2 2026

Picture100.0% Q2 2026

Turnover89%/yr Q2 2026

Filings52

  1. Q2 2026 filed Jul 21, 26 $10.4B · 23 positions  · 5 new · 6 exited full · Concentrated 5 new · 6 exited
  2. Q1 2026 filed May 13, 26 $9.0B · 24 positions  · 7 new · 6 exited full · Concentrated 7 new · 6 exited
  3. Q4 2025 filed Feb 11, 26 $9.2B · 23 positions  · 8 new · 9 exited full · Concentrated 8 new · 9 exited
  4. Q3 2025 filed Nov 12, 25 $9.5B · 24 positions  · 3 new · 4 exited full · Concentrated 3 new · 4 exited
  5. Q2 2025 filed Aug 12, 25 $9.7B · 25 positions  · 4 new · 6 exited full · Concentrated 4 new · 6 exited
  6. Q1 2025 filed May 6, 25 $8.7B · 27 positions  · 2 new · 5 exited full · Focused 2 new · 5 exited
  7. Q4 2024 filed Feb 10, 25 $8.6B · 30 positions  · 8 new · 8 exited full · Focused 8 new · 8 exited
  8. Q3 2024 filed Nov 5, 24 $9.9B · 30 positions  · 6 new · 2 exited full · Focused 6 new · 2 exited
  9. Q2 2024 filed Aug 13, 24 $9.9B · 26 positions  · 6 new · 2 exited full · Concentrated 6 new · 2 exited
  10. Q1 2024 filed May 13, 24 $10.3B · 22 positions  · 3 new · 3 exited full · Concentrated 3 new · 3 exited
  11. Q4 2023 filed Feb 12, 24 $9.2B · 22 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  12. Q3 2023 filed Nov 13, 23 $8.6B · 22 positions  · 4 new · 5 exited full · Concentrated 4 new · 5 exited
  13. Q2 2023 filed Aug 10, 23 $9.7B · 23 positions  · 3 new · 5 exited full · Concentrated 3 new · 5 exited
  14. Q1 2023 filed May 9, 23 $9.3B · 25 positions  · 6 new · 2 exited full · Concentrated 6 new · 2 exited
  15. Q4 2022 filed Feb 7, 23 $11.6B · 21 positions  · 3 new · 5 exited full · Concentrated 3 new · 5 exited
  16. Q3 2022 filed Nov 10, 22 $12.9B · 23 positions  · 1 new · 4 exited full · Concentrated 1 new · 4 exited
  17. Q2 2022 filed Aug 9, 22 $14.8B · 26 positions  · 3 new · 6 exited full · Concentrated 3 new · 6 exited
  18. Q1 2022 filed Aug 3, 22 $19.0B · 29 positions  · 6 new · 9 exited full · Concentrated 6 new · 9 exited
  19. Q4 2021 filed Aug 3, 22 $21.4B · 32 positions  · 4 new · 6 exited full · Concentrated 4 new · 6 exited
  20. Q3 2021 filed Aug 3, 22 $21.0B · 34 positions  · 8 new · 5 exited full · Concentrated 8 new · 5 exited
  21. Q2 2021 filed Aug 3, 22 $20.1B · 31 positions  · 4 new · 8 exited full · Concentrated 4 new · 8 exited
  22. Q1 2021 filed Aug 3, 22 $19.0B · 35 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  23. Q4 2020 filed Aug 3, 22 $17.7B · 34 positions  · 8 new · 9 exited full · Focused 8 new · 9 exited
  24. Q3 2020 filed Aug 3, 22 $16.2B · 35 positions  · 10 new · 3 exited full · Focused 10 new · 3 exited
  25. Q2 2020 filed Aug 3, 22 $13.5B · 28 positions  · 6 new · 4 exited full · Concentrated 6 new · 4 exited
  26. Q1 2020 filed Aug 3, 22 $9.7B · 26 positions  · 5 new · 12 exited full · Concentrated 5 new · 12 exited
  27. Q4 2019 filed Aug 3, 22 $14.0B · 33 positions  · 9 new · 9 exited full · Focused 9 new · 9 exited
  28. Q3 2019 filed Aug 3, 22 $14.0B · 33 positions  · 6 new · 4 exited full · Focused 6 new · 4 exited
  29. Q2 2019 filed Aug 3, 22 $13.7B · 31 positions  · 8 new · 3 exited full · Focused 8 new · 3 exited
  30. Q1 2019 filed Aug 3, 22 $14.2B · 26 positions  · 4 new · 4 exited full · Concentrated 4 new · 4 exited
  31. Q4 2018 filed Aug 3, 22 $12.0B · 26 positions  · 6 new · 7 exited full · Concentrated 6 new · 7 exited
  32. Q3 2018 filed Nov 13, 18 $13.5B · 27 positions  · 3 new · 7 exited full · Concentrated 3 new · 7 exited
  33. Q2 2018 filed Aug 7, 18 $13.1B · 31 positions  · 5 new · 6 exited full · Focused 5 new · 6 exited
  34. Q1 2018 filed May 11, 18 $12.3B · 32 positions  · 4 new · 4 exited full · Focused 4 new · 4 exited
  35. Q4 2017 filed Feb 8, 18 $11.4B · 32 positions  · 7 new · 7 exited full · Focused 7 new · 7 exited
  36. Q3 2017 filed Nov 3, 17 $11.2B · 32 positions  · 6 new · 5 exited full · Focused 6 new · 5 exited
  37. Q2 2017 filed Jul 28, 17 $10.0B · 31 positions  · 10 new · 4 exited full · Focused 10 new · 4 exited
  38. Q1 2017 filed May 9, 17 $9.2B · 25 positions  · 3 new · 5 exited full · Concentrated 3 new · 5 exited
  39. Q4 2016 filed Feb 14, 17 $8.2B · 27 positions  · 4 new · 3 exited full · Concentrated 4 new · 3 exited
  40. Q3 2016 filed Nov 3, 16 $8.8B · 26 positions  · 4 new · 7 exited full · Concentrated 4 new · 7 exited
  41. Q2 2016 filed Aug 8, 16 $8.9B · 29 positions  · 4 new · 7 exited full · Concentrated 4 new · 7 exited
  42. Q1 2016 filed May 11, 16 $10.5B · 32 positions  · 9 new · 6 exited full · Focused 9 new · 6 exited
  43. Q4 2015 filed Feb 10, 16 $9.6B · 29 positions  · 3 new · 5 exited full · Focused 3 new · 5 exited
  44. Q3 2015 filed Nov 10, 15 $8.9B · 31 positions  · 6 new · 6 exited full · Focused 6 new · 6 exited
  45. Q2 2015 filed Aug 6, 15 $7.9B · 31 positions  · 7 new · 10 exited full · Concentrated 7 new · 10 exited
  46. Q1 2015 filed May 11, 15 $7.3B · 34 positions  · 11 new · 13 exited full · Focused 11 new · 13 exited
  47. Q4 2014 filed Feb 11, 15 $7.5B · 36 positions  · 13 new · 9 exited full · Focused 13 new · 9 exited
  48. Q3 2014 filed Nov 12, 14 $7.4B · 32 positions  · 9 new · 10 exited full · Focused 9 new · 10 exited
  49. Q2 2014 filed Aug 11, 14 $6.3B · 33 positions  · 10 new · 6 exited full · Concentrated 10 new · 6 exited
  50. Q1 2014 filed May 13, 14 $6.6B · 29 positions  · 8 new · 9 exited full · Focused 8 new · 9 exited
  51. Q4 2013 filed Feb 12, 14 $6.6B · 30 positions  · 7 new · 4 exited full · Concentrated 7 new · 4 exited
  52. Q3 2013 filed Nov 12, 13 $5.5B · 27 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited

People2

  • John Armitage · CIO · 1994–Source: Form ADV 156384
  • John Armitage · founder · 1994–Co-founded Egerton in 1994 with William Bollinger; CIO. Source: egertoncapital.com/team, Form ADV 156384