John Armitage's Portfolio
Egerton Capital 13F holdings
What is John Armitage's portfolio?
Egerton Capital has disclosed a total of 23 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $9,699,536,685.
What stocks does John Armitage own?
In John Armitage's portfolio as of 30 Jun 2023, the top 5 holdings are (CP) CANADIAN PACIFIC KANSAS CITY (14.33%), (CNI) CANADIAN NATL RAILWAY CO (9.61%), (V) VISA INC-CLASS A SHARES (8.52%), (MSFT) MICROSOFT CORP (5.63%) and (META) META PLATFORMS INC-CLASS A (5.48%).
To see the historical data of Egerton Capital's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.
To see Egerton Capital's original 13F reports (2023 Q2), please click on the "important" button.
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.