Egerton Capital
John Armitage · CIK 0001581811 · latest 13F for 2026-06-30 filed 2026-07-21
Estimated from 13F holdings — long US equities only; follow-the-filing returns are net of an assumed 10 bps per unit of turnover.
About the fund
Egerton Capital is an independent, partner-owned investment management firm based in London, founded in 1994. The firm specializes in global equity long-only and long/short strategies, employing a fundamental, research-driven approach to achieve long-term risk-adjusted performance.
Investment approach
Egerton Capital employs a fundamental, research-intensive, bottom-up stock picking approach. The firm analyzes companies through methods such as site visits, meetings, and independent research, while maintaining a benchmark-independent philosophy. It emphasizes liquidity, quality companies at attractive valuations, and awareness of the macro context, typically utilizing little or no leverage.
History
Founded in 1994, Egerton Capital is an independent, partner-owned investment management firm based in London. The firm was established by John Armitage and William Bollinger. Over its history, it has focused on delivering long-term risk-adjusted performance through global equity strategies.
Notable positions & campaigns
- Ryanair2023 — Built a stake in Ryanair.
- Flutter Entertainment2024 — Investment in Flutter Entertainment.
Profile generated 2026-10-09 from public sources; may be incomplete or out of date.
- Founded by
- John Armitage, William Bollinger
- Founded
- 1994
- HQ
- London, United Kingdom
- Reported AUM
- $19.4bn (as of 30-Sep-2026)
- Website
- egertoncapital.com
Management
- John ArmitageChief Investment Officer & Founder
- Ralph KanzaChairman
- Jeff BlumbergChief Executive Officer
- Simon CookChief Operating Officer
- Philip NielGeneral Counsel & Chief Compliance Officer
- Nick BallardFinance Director
Holdings heatmap
Latest 13F (2026-06-30): top 23 positions grouped by sector, sized by weight, coloured by the change in weight since the previous 13F.
Holdings map
Each tile is a position, sized by reported value and coloured by the stock's own price return (red down, green up) — the LiquidRound / finviz-style map.
Copy portfolio vs SPY
Growth of $1 following each filing the trading day after it was filed.
Top holdings
Latest 13F (2026-06-30).
| # | Ticker | Value | Weight |
|---|---|---|---|
| 1 | V | $1.5B | 14.1% |
| 2 | GOOG | $1.2B | 11.2% |
| 3 | APH | $858M | 8.3% |
| 4 | AMZN | $852M | 8.2% |
| 5 | MCO | $772M | 7.5% |
| 6 | NVDA | $684M | 6.6% |
| 7 | MDLN | $650M | 6.3% |
| 8 | VMC | $582M | 5.6% |
| 9 | — | $469M | 4.5% |
| 10 | AMAT | $377M | 3.6% |
| 11 | IBKR | $359M | 3.5% |
| 12 | DVN | $312M | 3.0% |
| 13 | FERG | $239M | 2.3% |
| 14 | EFX | $235M | 2.3% |
| 15 | EMBJ | $216M | 2.1% |
| 16 | MA | $187M | 1.8% |
| 17 | LAMR | $170M | 1.6% |
| 18 | UBER | $167M | 1.6% |
| 19 | — | $156M | 1.5% |
| 20 | AWI | $148M | 1.4% |
| 21 | SPGI | $143M | 1.4% |
| 22 | VST | $77M | 0.7% |
| 23 | RIOT | $72M | 0.7% |
Sector mix
Top-25 holdings by weight.
Changes this quarter
| Move | Ticker | Prev wt | Now wt |
|---|---|---|---|
| exited | CRS | 5.8% | 0.0% |
| trimmed | — | 5.9% | 1.5% |
| added | APH | 4.0% | 8.3% |
| added | MDLN | 2.2% | 6.3% |
| exited | CME | 3.9% | 0.0% |
| new | AMAT | 0.0% | 3.6% |
| exited | CNQ | 3.1% | 0.0% |
| added | AMZN | 5.5% | 8.2% |
| new | EFX | 0.0% | 2.3% |
| trimmed | UBER | 3.7% | 1.6% |
| added | NVDA | 5.2% | 6.6% |
| new | SPGI | 0.0% | 1.4% |
| added | — | 3.2% | 4.5% |
| trimmed | IBKR | 4.7% | 3.5% |
| exited | — | 1.2% | 0.0% |
| exited | — | 1.0% | 0.0% |
| exited | NYT | 0.9% | 0.0% |
| trimmed | MA | 2.5% | 1.8% |
| new | VST | 0.0% | 0.7% |
| new | RIOT | 0.0% | 0.7% |
Quarterly copy returns
Each 13F held from the day after filing until the next filing.
| 13F period | Copy | SPY | Alpha | Coverage |
|---|---|---|---|---|
| 2026-06-30 | +0.6% | +3.8% | -3.2% | 94% |
| 2026-03-31 | +2.1% | +0.2% | +2.0% | 89% |
| 2025-12-31 | +5.1% | +10.1% | -5.0% | 91% |
| 2025-09-30 | -3.7% | +1.7% | -5.4% | 84% |
| 2025-06-30 | +2.4% | +4.5% | -2.1% | 84% |
| 2025-03-31 | +8.6% | +15.3% | -6.7% | 85% |
| 2024-12-31 | -5.5% | -7.0% | +1.5% | 82% |
| 2024-09-30 | +7.0% | +2.8% | +4.2% | 82% |
| 2024-06-30 | +13.5% | +9.0% | +4.5% | 87% |
| 2024-03-31 | -0.6% | +4.2% | -4.8% | 88% |
| 2023-12-31 | +7.8% | +6.2% | +1.6% | 92% |
| 2023-09-30 | +12.4% | +10.6% | +1.8% | 94% |
| 2023-06-30 | -0.6% | +1.0% | -1.7% | 90% |
| 2023-03-31 | +11.7% | +8.3% | +3.4% | 77% |
| 2022-12-31 | +0.3% | +0.9% | -0.6% | 77% |
| 2022-09-30 | +4.5% | +3.5% | +1.0% | 79% |
Filing dates
- 2026-07-2113F-HR for 2026-06-30 · $10.4B · 23 rows
- 2026-05-1313F-HR for 2026-03-31 · $9.0B · 24 rows
- 2026-02-1113F-HR for 2025-12-31 · $9.2B · 23 rows
- 2025-11-1213F-HR for 2025-09-30 · $9.5B · 24 rows
- 2025-08-1213F-HR for 2025-06-30 · $9.7B · 25 rows
- 2025-05-0613F-HR for 2025-03-31 · $8.7B · 27 rows
- 2025-02-1013F-HR for 2024-12-31 · $8.6B · 30 rows
- 2024-11-0513F-HR for 2024-09-30 · $9.9B · 30 rows
- 2024-08-1313F-HR for 2024-06-30 · $9.9B · 26 rows
- 2024-05-1313F-HR for 2024-03-31 · $10.3B · 22 rows
- 2024-02-1213F-HR for 2023-12-31 · $9.2B · 22 rows
- 2023-11-1313F-HR for 2023-09-30 · $8.6B · 22 rows
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