John Armitage's Egerton Capital holds 3.29M shares of Alphabet Inc, CL-C (GOOG) worth about $1.2B as of June 30, 2026, according to the 13F-HR filed with the SEC on July 21, 2026. The position is 11.24% of the reported portfolio, the 2nd largest of 23 stock positions. John Armitage trimmed the share count by 5% in 2026 Q2.
What did the 2026 Q2 filing report for GOOG?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Value | |
|---|---|
| Portfolio weight | 11.24% |
| Shares | 3.29M |
| Reported value | $1.2B |
| Rank in portfolio | 2nd of 23 |
| Largest holding | V at 14.13% |
| Top three holdings | 33.66% of the book |
| Change this quarter | -5% shares |
How concentrated is John Armitage in GOOG?
GOOG at 11.24% is 2.6 times the average stock position in the John Armitage portfolio, which is 4%. The largest holding is V at 14.13%. The three largest stocks together are 33.66% of the reported book. A quarter earlier GOOG was 11.01% of the book.
Where does GOOG sit in the John Armitage portfolio?
GOOG ranks 2nd of 23 stock positions in the John Armitage portfolio at 11.24%, above the fund's average stock position of 4%. The GOOG cut was the 23rd largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held GOOG?
John Armitage first reported GOOG in the quarter ended March 31, 2016. The fund sold out of the name in 2025 Q3 and came back in 2025 Q4. The weight peaked at 11.69% in 2021 Q4. Last quarter the fund added to the position by 221%. Every reported trade is on the John Armitage GOOG trade history page.
Did other funds buy or sell GOOG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 26 hold GOOG. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of GOOG this quarter were Warren Buffett, Chris Hohn and David Tepper. The largest sellers were Lewis Sanders, Dodge & Cox Stock Fund and Eagle Capital Management. Every tracked holder of GOOG is on the GOOG ownership page.
FAQ
What share of the John Armitage portfolio is GOOG?
GOOG is 11.24% of the John Armitage portfolio as of 2026 Q2, the 2nd largest of 23 stock positions.
What is the GOOG stake of John Armitage worth?
John Armitage holds 3.29M shares of GOOG, worth about $1.2B at June 30, 2026 prices, 11.24% of the reported portfolio.
What are the largest holdings of John Armitage?
The largest stock positions of John Armitage as of 2026 Q2 are V (14.13%), GOOG (11.24%) and APH (8.29%), together 33.66% of the book.
Did John Armitage's Egerton Capital change its GOOG position in 2026 Q2?
John Armitage trimmed the share count by 5% in 2026 Q2.