One name, Visa Inc, CL-A (V), is 14.13% of what John Armitage's Egerton Capital reports for 2026 Q2, according to the 13F-HR filed with the SEC on July 21, 2026. The stake is 4.26M shares worth about $1.5B, the largest of 23 stock positions. John Armitage added 4% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for V?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Value | |
|---|---|
| Portfolio weight | 14.13% |
| Shares | 4.26M |
| Reported value | $1.5B |
| Rank in portfolio | 1st of 23 |
| Next largest holding | GOOG at 11.24% |
| Top three holdings | 33.66% of the book |
| Change this quarter | +4% shares |
How concentrated is John Armitage in V?
V at 14.13% is 3.3 times the average stock position in the John Armitage portfolio, which is 4%. The next largest holding is GOOG at 11.24%. The three largest stocks together are 33.66% of the reported book. A quarter earlier V was 13.79% of the book.
Where does V sit in the John Armitage portfolio?
V is the largest of 23 stock positions in the John Armitage portfolio at 14.13%, above the fund's average stock position of 4%. The V addition was the 26th 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 V?
John Armitage first reported V in the quarter ended September 30, 2013. The fund sold out of the name in 2017 Q2 and came back in 2020 Q3. The current weight is the highest the fund has reported for the name. Last quarter the fund added to the position by 26%. Every reported trade is on the John Armitage V trade history page.
Did other funds buy or sell V in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 28 hold V. Of those, 4 opened it this quarter. One other tracked fund sold out of it. The largest buyers of V this quarter were Chris Hohn, Ole Andreas Halvorsen and Dodge & Cox Stock Fund. The largest sellers were Lewis Sanders, Terry Smith and Polen Capital Management. Every tracked holder of V is on the V ownership page.
FAQ
What share of the John Armitage portfolio is V?
V is 14.13% of the John Armitage portfolio as of 2026 Q2, the largest of 23 stock positions.
What is the V stake of John Armitage worth?
John Armitage holds 4.26M shares of V, worth about $1.5B at June 30, 2026 prices, 14.13% 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 V position in 2026 Q2?
John Armitage added 4% to the share count in 2026 Q2.