John Armitage - Egerton Capital – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by John Armitage - Egerton Capital during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 4,053,249 | $219.57 | Increased | 21.45% | 9.39% | $889.97M | 2025 Q3 |
| V | 2,383,373 | $341.38 | Increased | 24.76% | 8.58% | $813.64M | 2025 Q3 |
| FERG | 2,600,224 | $224.58 | Increased | 16.43% | 6.16% | $583.96M | 2025 Q3 |
| BSX | 5,312,504 | $97.63 | Increased | 223.74% | 5.47% | $518.66M | 2025 Q3 |
| APH | 3,823,422 | $123.75 | Increased | 20.67% | 4.99% | $473.15M | 2025 Q3 |
| MA | 460,155 | $568.81 | Increased | 9.55% | 2.76% | $261.74M | 2025 Q3 |
| EMBJ | 2,117,012 | $60.45 | Buy | 100.00% | 1.35% | $127.97M | 2025 Q3 |
| ARMK | 3,204,201 | $38.4 | Increased | 13.24% | 1.30% | $123.04M | 2025 Q3 |
| TRU | 1,465,050 | $83.78 | Buy | 100.00% | 1.29% | $122.74M | 2025 Q3 |
| LAMR | 723,857 | $122.42 | Buy | 100.00% | 0.93% | $88.61M | 2025 Q3 |
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