Egerton Capital LLP (John Armitage) — 13F portfolio holdings
Egerton Capital LLP (John Armitage) reported 23 equity positions with a combined reported value of $10.35B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 76.0%of the filing’s reported value.
Most recent period on file: 30 Jun 2026 (Q2 2026) · 8 quarters on file · 13F is due 45 days after quarter end
Reported value
$10.35B
13F positions, Q2 2026
Positions
23
Distinct holdings in the filing
Top 10 share
76.0%
Highly concentrated
Quarters on file
8
Through Q2 2026
Ten largest reported positions
Top 10 of 23 positions by reported value · Q2 2026
Ten largest reported positions held by Egerton Capital LLP (John Armitage) as of 30 Jun 2026
#
Security
CUSIP
Class
Reported value
Shares
Weight
1
VISA INC
92826C839
COM CL A
$1.46B
4.26M
14.13%
2
ALPHABET INC
02079K107
CAP STK CL C
$1.16B
3.29M
11.24%
3
AMPHENOL CORP
032095101
CL A
$858.1M
4.87M
8.29%
4
AMAZON COM INC
023135106
COM
$851.7M
3.57M
8.23%
5
MOODYS CORP
615369105
COM
$771.9M
1.70M
7.46%
6
NVIDIA CORPORATION
67066G104
COM
$683.9M
3.42M
6.61%
7
MEDLINE INC
58507V107
COM CL A
$649.6M
16.47M
6.28%
8
VULCAN MATLS CO
929160109
COM
$581.7M
1.97M
5.62%
9
CRH PLC
G25508105
ORD
$469.1M
4.38M
4.53%
10
APPLIED MATLS INC
038222105
COM
$376.7M
521K
3.64%
The full 23-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Rock Group holds Egerton Capital LLP (John Armitage)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.