FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$13.97B

Overview Activity Holdings

Buys

UNHNEW

UnitedHealth Group Incorporated

$825.14M

+2.81M shares

Nebius Group N.v.

$396.02M

+9.11M shares

HDBNEW

Hdfc Bank Ltd

$273.27M

+4.31M shares

IBNNEW

Icici Bank Limited

$213.06M

+14.12M shares

Avantor, Inc.

$133.62M

+7.36M shares

MONEW

Altria Group Inc

$107.43M

+2.15M shares

RTNNEW

Raytheon Company

$105.48M

+480.0K shares

Match Group Inc

$59.13M

+720.1K shares

Luckin Coffee Inc.

$44.24M

+1.12M shares

Fiserv, Inc.

$548.47M + $343.51M =$891.98M

5.29M+2.42M (+45.70%)

Adobe Inc.

$481.34M + $135.29M =$616.64M

1.74M+127.3K (+7.30%)

Vulcan Materials Co

$535.78M + $14.88M =$550.65M

3.54M+281.7K (+7.95%)

D.r. Horton, Inc.

$494.03M + $17.66M =$511.69M

9.37M+327.6K (+3.50%)

Netflix Inc

$78.68M + $368.93M =$447.61M

294.0K+1.09M (+370.52%)

Thermo Fisher Scientific Inc

$91.86M + $211.72M =$303.58M

315.4K+619.1K (+196.31%)

Sells

OPTUEXIT

Altice Usa, Inc.

$201.82M - $201.82M =Closed

-7.04M shares (100%)

AMZNEXIT

Amazon.com Inc

$264.52M - $264.52M =Closed

-152.4K shares (100%)

ARMKEXIT

Aramark

$27.68M - $27.68M =Closed

-635.1K shares (100%)

EFXEXIT

Equifax Inc

$147.98M - $147.98M =Closed

-1.05M shares (100%)

GDDYEXIT

Godaddy Inc

$89.08M - $89.08M =Closed

-1.35M shares (100%)

SNPSEXIT

Synopsys Inc

$122.61M - $122.61M =Closed

-893.3K shares (100%)

TSEXIT

Tenaris S.a.

$248.62M - $248.62M =Closed

-11.74M shares (100%)

TIFEXIT

Tiffany & Co.

$452.36M - $452.36M =Closed

-4.88M shares (100%)

WWEEXIT

World Wrestling Entertainment Inc

$93.77M - $93.77M =Closed

-1.32M shares (100%)

Charter Communications, Inc.

$1.10B =$1.12B

2.30M left-375.4K (-14.01%)

Alibaba Group Holding Limited

$925.17M =$1.09B

5.16M left-374.1K (-6.76%)

Microsoft Corporation

$782.73M =$841.98M

5.34M left-290.8K (-5.17%)

Union Pacific Corporation

$1.11B - $271.03M =$840.76M

4.65M left-2.21M (-32.25%)

Canadian Pacific Railway Limited

$782.09M - $88.18M =$693.90M

2.72M left-793.9K (-22.58%)

Alphabet Inc. (formerly Google Inc.)

$969.08M - $466.19M =$502.89M

376.1K left-418.8K (-52.69%)

S&P Global Inc.

$469.74M - $14.91M =$454.83M

1.67M left-251.7K (-13.13%)

Mastercard Incorporated

$404.33M =$433.44M

1.45M left-37.2K (-2.50%)

American Express Company

$417.95M - $11.21M =$406.74M

3.27M left-266.3K (-7.54%)

Transdigm Group Inc

$397.89M - $1.44M =$396.45M

708.0K left-56.2K (-7.36%)

Blackstone Inc.

$614.33M - $233.38M =$380.95M

6.81M left-5.77M (-45.86%)