FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$11.18B

Overview Activity Holdings

Buys

Alibaba Group Holding Limited

$507.04M

+2.94M shares

COONEW

The Cooper Companies Inc

$167.52M

+706.5K shares

ICENEW

Intercontinental Exchange Inc

$47.13M

+686.0K shares

HONNEW

Honeywell International Inc

$37.51M

+264.7K shares

IACNEW

Iac Inc.

$35.68M

+303.4K shares

Match Group Inc

$11.79M

+508.5K shares

Comcast Corporation

$838.00M + $72.69M =$910.69M

21.53M+2.14M (+9.92%)

Applied Materials, Inc.

$567.39M + $313.97M =$881.36M

13.73M+3.18M (+23.19%)

S&P Global Inc.

$607.90M + $48.36M =$656.26M

4.16M+34.5K (+0.83%)

Constellation Brands Inc

$526.47M + $86.05M =$612.52M

2.72M+353.5K (+13.01%)

Praxair, Inc.

$361.80M + $111.22M =$473.02M

2.73M+655.5K (+24.01%)

Meta Platforms Inc

$282.82M + $148.60M =$431.43M

1.87M+651.6K (+34.79%)

Microsoft Corporation

$273.53M + $108.67M =$382.20M

3.97M+1.16M (+29.30%)

Broadcom Inc.

$163.50M + $198.62M =$362.12M

701.6K+791.5K (+112.81%)

Alaska Air Group Inc

$265.00M + $76.42M =$341.42M

2.95M+1.52M (+51.63%)

Equinix Inc

$82.97M + $134.46M =$217.43M

193.3K+293.8K (+151.99%)

Transunion

$92.23M + $123.94M =$216.18M

2.13M+2.44M (+114.79%)

Adobe Inc.

$141.12M + $58.10M =$199.22M

997.7K+337.7K (+33.84%)

Morgan Stanley

$147.32M + $26.92M =$174.24M

3.31M+311.1K (+9.41%)

Altice Usa, Inc.

$64.60M + $6.61M =$71.21M

2.00M+607.4K (+30.37%)

Sells

GOOGEXIT

Alphabet Inc. (formerly Google Inc.)

$96.36M - $96.36M =Closed

-106.0K shares (100%)

AABAEXIT

Altaba Inc

$264.73M - $264.73M =Closed

-4.86M shares (100%)

MHKEXIT

Mohawk Industries, Inc.

$206.79M - $206.79M =Closed

-855.6K shares (100%)

ALLEEXIT

Allegion Plc

$102.56M - $102.56M =Closed

-1.26M shares (100%)

AONEXIT

Aon Plc

$45.09M - $45.09M =Closed

-339.2K shares (100%)

Charter Communications, Inc.

$1.04B - $133.37M =$904.34M

2.49M left-592.2K (-19.22%)

Activision Blizzard, Inc.

$570.92M =$584.45M

9.06M left-857.3K (-8.64%)

Mastercard Incorporated

$476.54M =$511.24M

3.62M left-303.1K (-7.73%)

The Charles Schwab Corporation

$460.61M =$466.67M

10.67M left-52.8K (-0.49%)

Bank of America Corporation

$402.52M =$418.35M

16.51M left-82.6K (-0.50%)

Southwest Airlines Co

$471.82M - $99.23M =$372.58M

6.66M left-937.1K (-12.34%)

Martin Marietta Materials Inc

$438.01M - $77.03M =$360.98M

1.75M left-217.5K (-11.05%)

JPMorgan Chase & Co.

$311.45M - $79.87M =$231.58M

2.42M left-982.9K (-28.85%)

Hdfc Bank Ltd

$196.13M =$215.99M

2.24M left-13.8K (-0.61%)

Canadian Pacific Railway Limited

$213.77M - $26.30M =$187.48M

1.12M left-213.6K (-16.07%)

Edwards Lifesciences Corporation

$217.81M - $71.33M =$146.47M

1.34M left-502.1K (-27.26%)

Blackstone Mortgage Trust, Inc.

$47.52M - $1.08M =$46.44M

1.50M left-6.6K (-0.44%)