John Armitage - Egerton Capital

History Stock Activity ▲ Share change % change to portfolio
Q3  2020
≡ TSM - Taiwan Semiconductor S.A. Buy 421,953 0.21
≡ NVR - NVR Inc. Buy 19,447 0.49
≡ EBAY - eBay Inc. Buy 1,992,807 0.64
≡ SAM - Boston Beer Company Buy 122,460 0.67
≡ MLM - Martin Marietta Buy 920,500 1.34
≡ BKNG - Booking Holdings Inc. Buy 150,726 1.59
≡ VMC - Vulcan Materials Buy 2,452,820 2.05
≡ V - Visa Inc. Buy 2,114,311 2.61
≡ CMCSA - Comcast Corp. Buy 11,061,725 3.16
Q2  2020
≡ MSFT - Microsoft Corp. Add 1.42% 57,306 0.09
≡ CHTR - Charter Communications Add 6.00% 125,524 0.48
≡ META - Meta Platforms Inc. Add 6.58% 162,661 0.27
≡ BBWI - Bath & Body Works Inc. Add 12.75% 977,493 0.11
≡ KKR - KKR & Co. L.P. Add 52.64% 2,675,846 0.61
≡ DHI - D.R. Horton Add 56.28% 3,361,890 1.39
≡ UNH - United Health Group Inc. Add 56.90% 1,028,819 2.26
≡ BABA - Alibaba Group Holdings Add 66.64% 1,722,018 2.76
≡ BXMT - Blackstone Mortgage Trust Inc. Buy 3,124,490 0.56
≡ TSCO - Tractor Supply Buy 723,800 0.71
≡ ATVI - Activision Blizzard Inc. Buy 2,830,922 1.60
≡ GPN - Global Payments Inc. Buy 2,524,955 3.18
≡ TMUS - T-Mobile US Inc. Buy 4,200,400 3.25
≡ PYPL - PayPal Holdings Inc. Buy 3,728,605 4.83
Q1  2020
≡ NFLX - Netflix Inc. Add 6.59% 91,140 0.35
≡ GOOG - Alphabet Inc. CL C Add 11.17% 839,960 0.51
≡ CP - Canadian Pacific Kansas City Add 17.52% 2,383,685 1.08
≡ KKR - KKR & Co. L.P. Add 34.09% 1,292,455 0.31
≡ META - Meta Platforms Inc. Add 82.80% 1,120,167 1.93
≡ MTCH - Match Group Inc. Add 258.13% 1,858,786 1.27
≡ BBWI - Bath & Body Works Inc. Buy 7,667,887 0.92
≡ PGR - Progressive Corp. Buy 1,494,060 1.14
≡ C - Citigroup Inc. Buy 2,981,856 1.30
≡ LIN - Linde plc Buy 2,890,209 5.17
≡ AMZN - Amazon.com Inc. Buy 8,625,940 8.69
Q4  2019
≡ DHI - D.R. Horton Add 3.50% 327,584 0.12
≡ ADBE - Adobe Inc. Add 7.30% 127,259 0.30
≡ VMC - Vulcan Materials Add 7.95% 281,679 0.29
≡ FI - Fiserv Inc. Add 45.70% 2,419,458 2.00
≡ TMO - Thermo Fisher Scientific Add 196.31% 619,097 1.44
≡ NFLX - Netflix Inc. Add 370.52% 1,089,345 2.52
≡ LKNCY - Luckin Coffee Inc. Buy 1,124,100 0.32
≡ MTCH - Match Group Inc. Buy 720,100 0.42
≡ RTN-OLD - Raytheon Co. Buy 480,041 0.76
≡ MO - Altria Group Inc. Buy 2,152,485 0.77
≡ AVTR - Avantor arinc. Buy 7,362,154 0.96
≡ IBN - ICICI Bank Ltd. Buy 14,119,109 1.53
≡ HDB - HDFC Bank Ltd. Buy 4,312,271 1.96
≡ YNDX - Yandex N.V. Buy 9,106,091 2.84
≡ UNH - United Health Group Inc. Buy 2,806,805 5.91
Q3  2019
≡ TIF - Tiffany & Co. Add 2.76% 130,951 0.09
≡ DHI - D.R. Horton Add 4.33% 388,643 0.15
≡ WYNN - Wynn Resorts Ltd. Add 7.36% 256,718 0.20
≡ IQV - IQVIA Holdings Inc. Add 8.30% 115,633 0.12
≡ META - Meta Platforms Inc. Add 13.21% 227,862 0.29
≡ UNP - Union Pacific Add 14.25% 856,219 0.99
≡ BABA - Alibaba Group Holdings Add 14.42% 697,421 0.84
≡ FI - Fiserv Inc. Add 33.49% 1,328,463 0.99
≡ EFX - Equifax Inc. Add 37.59% 287,411 0.29
≡ ATUS - Altice USA, Inc. Add 79.66% 3,120,293 0.64
≡ TDG - TransDigm Group Inc. Add 91.74% 365,631 1.36
≡ GOOG - Alphabet Inc. CL C Add 221.63% 10,956,100 4.78
≡ ARMK - Aramark Buy 635,058 0.20
≡ NFLX - Netflix Inc. Buy 294,006 0.56
≡ TKO - TKO Group Holdings Inc. Buy 1,317,856 0.67
≡ AMZN - Amazon.com Inc. Buy 3,047,600 1.89
≡ CRM - Salesforce.com Buy 1,906,630 2.03
≡ BX - Blackstone Group Buy 12,578,405 4.40
Q2  2019
≡ CHTR - Charter Communications Add 1.50% 42,802 0.12
≡ TS - Tenaris S.A. Add 10.94% 1,401,206 0.27
≡ CP - Canadian Pacific Kansas City Add 14.15% 2,401,770 0.83
≡ ADSK - Autodesk Inc. Add 21.72% 484,101 0.58
≡ WYNN - Wynn Resorts Ltd. Add 51.41% 1,184,251 1.08
≡ TIF - Tiffany & Co. Add 53.29% 1,652,151 1.13
≡ BABA - Alibaba Group Holdings Add 79.02% 2,134,157 2.65
≡ AVTR - Avantor arinc. Buy 4,387,416 0.61
≡ ATUS - Altice USA, Inc. Buy 3,916,825 0.70
≡ TMO - Thermo Fisher Scientific Buy 339,993 0.73
≡ EFX - Equifax Inc. Buy 764,524 0.76
≡ TDG - TransDigm Group Inc. Buy 398,563 1.41
≡ IQV - IQVIA Holdings Inc. Buy 1,392,750 1.64
≡ META - Meta Platforms Inc. Buy 1,724,628 2.44
≡ DHI - D.R. Horton Buy 8,983,987 2.84