Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
John Armitage
John Armitage (Egerton Capital (UK) LLP): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 23 Positionen mit einem Gesamtwert von $10,4 Mrd. Wertentwicklung: 1 Jahr +24,97 %, 3 Jahre +138,68 %, 5 Jahre +173,06 %.
John Armitage
Egerton Capital (UK) LLP
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $10,4 Mrd.
Größte Position Visa Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +24,97 %
Gesamtrendite · 3 Jahre +138,68 %
Gesamtrendite · 5 Jahre +173,06 %
23 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 VVisa Inc | 14,13% | $1.463.159.112 | 4.264.651 | BUY Q2 · 2026+3,7% · 154 Tsd. Stk. | ← | $368,29 | |
 GOOGAlphabet Inc | 11,24% | $1.163.018.908 | 3.291.594 | SOLD Q2 · 2026-4,9% · 168 Tsd. Stk. | ← | $344,41 | |
 APHAmphenol Corp | 8,29% | $858.094.428 | 4.866.688 | BUY Q2 · 2026+69,5% · 2,0 Mio. Stk. | ← | $77,55 | |
 AMZNAmazon Com Inc | 8,23% | $851.686.063 | 3.573.408 | BUY Q2 · 2026+51,2% · 1,2 Mio. Stk. | ← | $253,71 | |
 MCOMoodys Corp | 7,46% | $771.879.399 | 1.704.229 | BUY Q2 · 2026+10,3% · 159 Tsd. Stk. | ← | $468,59 | |
 NVDANvidia Corporation | 6,61% | $683.897.616 | 3.417.950 | BUY Q2 · 2026+27,8% · 743 Tsd. Stk. | ← | $222,27 | |
N/A MDLNMedline Inc | 6,28% | $649.611.665 | 16.470.884 | BUY Q2 · 2026+277,3% · 12,1 Mio. Stk. | ← | $31,64 | |
 VMCVulcan Matls Co | 5,62% | $581.669.447 | 1.971.694 | BUY Q2 · 2026+11,4% · 202 Tsd. Stk. | ← | $240,83 | |
 CRHCrh Plc | 4,53% | $469.073.662 | 4.383.866 | BUY Q2 · 2026+58,9% · 1,6 Mio. Stk. | ← | $86,15 | |
 AMATApplied Matls Inc | 3,64% | $376.729.995 | 521.065 | NEW Q2 · 2026521 Tsd. Stk. | ← | $444,57 | |
 IBKRInteractive Brokers Group In | 3,47% | $359.424.369 | 4.129.416 | SOLD Q2 · 2026-34,2% · 2,1 Mio. Stk. | ← | $90,69 | |
 DVNDevon Energy Corp New | 3,02% | $312.299.039 | 7.558.060 | BUY Q2 · 2026+15,8% · 1,0 Mio. Stk. | ← | $48,61 | |
 FERGFerguson Enterprises Inc | 2,31% | $238.759.676 | 1.006.024 | BUY Q2 · 2026+58,6% · 372 Tsd. Stk. | ← | $214,43 | |
 EFXEquifax Inc | 2,27% | $235.094.159 | 1.481.188 | NEW Q2 · 20261,5 Mio. Stk. | ← | $158,87 | |
N/A EMBJEmbraer S.A. | 2,09% | $215.921.466 | 3.384.349 | BUY Q2 · 2026+13,8% · 409 Tsd. Stk. | ← | $75,07 | |
 MAMastercard Incorporated | 1,80% | $186.688.464 | 363.490 | SOLD Q2 · 2026-20,9% · 96 Tsd. Stk. | ← | $565,24 | |
 LAMRLamar Advertising Co New | 1,64% | $170.114.752 | 1.090.619 | BUY Q2 · 2026+0,2% · 2 Tsd. Stk. | ← | $146,81 | |
 UBERUber Technologies Inc | 1,62% | $167.385.800 | 2.319.648 | SOLD Q2 · 2026-50,1% · 2,3 Mio. Stk. | ← | $70,50 | |
 LINLinde Plc | 1,51% | $156.125.175 | 300.854 | SOLD Q2 · 2026-71,8% · 768 Tsd. Stk. | ← | $460,40 | |
 AWIArmstrong World Inds Inc New | 1,43% | $148.451.705 | 925.394 | BUY Q2 · 2026+106,5% · 477 Tsd. Stk. | ← | $159,63 | |
 SPGIS&P Global Inc | 1,38% | $143.322.939 | 351.920 | NEW Q2 · 2026352 Tsd. Stk. | ← | $405,32 | |
 VSTVistra Corp | 0,74% | $76.975.683 | 485.253 | NEW Q2 · 2026485 Tsd. Stk. | – | $140,67 | |
 RIOTRiot Platforms Inc | 0,70% | $71.974.655 | 2.628.731 | NEW Q2 · 20262,6 Mio. Stk. | – | $23,75 | |
 ACGLArch Cap Group Ltd Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,1 Mio. Stk. | ← | $96,89 | |
N/A CNQCanadian Nat Res Ltd Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 5,7 Mio. Stk. | ← | $49,64 | |
 CRSCarpenter Technology Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,3 Mio. Stk. | ← | $408,12 | |
 CMECme Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,2 Mio. Stk. | ← | $276,01 | |
 NYTNew York Times Co Mtn Be Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 972 Tsd. Stk. | ← | $70,21 | |
 RNRRenaissancere Hldgs Ltd Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 317 Tsd. Stk. | ← | $327,12 |
