John Armitage's Egerton Capital sold its entire Uber Technologies Inc (UBER) position in 2026 Q3, according to the 13F-HR filed with the SEC on October 20, 2026. The prior filing listed 2.32M shares worth about $167M, 1.62% of the portfolio; the 2026 Q3 filing lists none. UBER had been in the portfolio for 3 quarters, since the quarter ended December 31, 2025.
What did the 2026 Q3 filing report for UBER?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.32M | 0 |
| Reported value | $167M | $0 |
| Portfolio weight | 1.62% | 0% |
| Held since | 2025 Q4 | sold out in 2026 Q3 |
| Quarters held | 3 |
What did John Armitage sell?
John Armitage sold 2.32M shares of UBER between the quarter ended June 30, 2026 and September 30, 2026. The UBER exit was the 8th largest of the quarter's 27 position changes by percent change to portfolio.
Where does UBER sit in the John Armitage portfolio?
Before the sale, UBER carried 1.62% of the John Armitage portfolio, below the fund's average stock position of 4%. The largest stock position is V at 14.93%. Next come AMZN at 11.96% and APH at 9.19%. The three largest stocks together are 36.08% of the book. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% from the prior quarter.
How long has John Armitage held UBER?
John Armitage held UBER for 3 quarters, from the quarter ended December 31, 2025 to June 30, 2026. The fund sold out of the name in 2024 Q4 and came back in 2025 Q4. The weight peaked at 3.71% in 2026 Q1. Last quarter the fund had already cut the position by 50%, so the exit finishes a two-quarter unwind. Every reported trade is on the John Armitage UBER trade history page.
FAQ
How many UBER shares did John Armitage sell?
John Armitage sold all 2.32M shares of UBER it reported a quarter earlier, worth about $167M.
When did John Armitage first buy UBER?
John Armitage first reported UBER in the quarter ended June 30, 2024.
How much of the John Armitage portfolio was UBER?
UBER was 1.62% of the John Armitage portfolio at the prior quarter-end, and 0% after the sale.