FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$11.42B

Overview Activity Holdings

Buys

Alphabet Inc. (formerly Google Inc.)

$462.66M

+442.1K shares

UNHNEW

UnitedHealth Group Incorporated

$368.90M

+1.67M shares

CRMNEW

Salesforce, Inc.

$294.55M

+2.88M shares

Cintas Corporation

$239.27M

+1.54M shares

EANEW

Electronic Arts Inc.

$184.41M

+1.76M shares

Vantiv, Inc.

$93.53M

+1.27M shares

Godaddy Inc

$47.95M

+953.7K shares

Activision Blizzard, Inc.

$584.45M + $115.30M =$699.75M

9.06M+1.99M (+21.98%)

Praxair, Inc.

$473.02M + $178.80M =$651.82M

3.38M+829.0K (+24.49%)

Alibaba Group Holding Limited

$507.04M + $20.88M =$527.92M

2.94M+125.8K (+4.29%)

Adobe Inc.

$199.22M + $314.60M =$513.82M

1.34M+1.60M (+119.56%)

Bank of America Corporation

$418.35M + $70.77M =$489.12M

16.51M+59.7K (+0.36%)

Microsoft Corporation

$382.20M + $105.61M =$487.81M

5.13M+571.9K (+11.15%)

Southwest Airlines Co

$372.58M + $105.89M =$478.47M

6.66M+654.8K (+9.84%)

Canadian Pacific Railway Limited

$187.48M + $93.18M =$280.65M

1.12M+419.9K (+37.64%)

Equinix Inc

$217.43M + $43.94M =$261.37M

487.2K+89.5K (+18.38%)

Iac Inc.

$35.68M + $7.75M =$43.43M

303.4K+51.7K (+17.05%)

Sells

OPTUEXIT

Altice Usa, Inc.

$71.21M - $71.21M =Closed

-2.61M shares (100%)

Comcast Corporation

$910.69M - $910.69M =Closed

-23.67M shares (100%)

COOEXIT

The Cooper Companies Inc

$167.52M - $167.52M =Closed

-706.5K shares (100%)

EWEXIT

Edwards Lifesciences Corporation

$146.47M - $146.47M =Closed

-1.34M shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$47.13M - $47.13M =Closed

-686.0K shares (100%)

JPMEXIT

JPMorgan Chase & Co.

$231.58M - $231.58M =Closed

-2.42M shares (100%)

MTCHEXIT

Match Group Inc

$11.79M - $11.79M =Closed

-508.5K shares (100%)

Applied Materials, Inc.

$881.36M - $89.45M =$791.91M

15.49M left-1.43M (-8.44%)

Charter Communications, Inc.

$904.34M - $170.90M =$733.44M

2.18M left-305.3K (-12.27%)

Constellation Brands Inc

$612.52M - $17.10M =$595.42M

2.60M left-466.1K (-15.18%)

The Charles Schwab Corporation

$466.67M =$532.01M

10.36M left-312.7K (-2.93%)

S&P Global Inc.

$656.26M - $226.34M =$429.92M

2.54M left-1.66M (-39.55%)

Meta Platforms Inc

$431.43M - $24.34M =$407.08M

2.31M left-217.9K (-8.63%)

Mastercard Incorporated

$511.24M - $189.46M =$321.78M

2.13M left-1.49M (-41.28%)

Broadcom Inc.

$362.12M - $57.59M =$304.53M

1.19M left-307.6K (-20.60%)

Alaska Air Group Inc

$341.42M - $55.10M =$286.32M

3.90M left-581.5K (-12.99%)

Transunion

$216.18M =$230.20M

4.19M left-385.8K (-8.43%)

Hdfc Bank Ltd

$215.99M - $7.35M =$208.64M

2.05M left-189.2K (-8.44%)

Martin Marietta Materials Inc

$360.98M - $158.50M =$202.48M

916.0K left-834.4K (-47.67%)

Morgan Stanley

$174.24M - $372.0K =$173.87M

3.31M left-303.5K (-8.39%)