Egerton Capital
John Armitage
$11.42B
AUM
$11.42B
Positions
32
Top Position
AMAT 6.9%
Top 10
53%
Notable Trades
Largest New
GOOG
Alphabet Inc. (formerly Google Inc.)
$462.66M
Biggest Increase
ATVI
Activision Blizzard, Inc.
+1.99M shares
Largest Exit
CMCSA
Comcast Corporation
23.67M shares
Biggest Decrease
SPGI
S&P Global Inc.
-1.66M shares