Egerton Capital
John Armitage
$9.25B
AUM
$9.25B
Positions
25
Top Position
CHTR 12.2%
Top 10
64%
Notable Trades
Largest New
AMAT
Applied Materials, Inc.
$452.90M
Biggest Increase
CMCSA
Comcast Corporation
+10.00M shares
Largest Exit
BPOP
Popular, Inc.
1.88M shares
Biggest Decrease
MA
Mastercard Incorporated
-1.57M shares