John Armitage
John ArmitageEgerton Capital13F · 13 May 2026
持仓 24前十集中度 69%本季新建/加仓 16减持/清仓 8
113.8%加仓211.0%加仓37.5%加仓45.9%新建仓55.8%减持65.5%减持75.3%加仓85.2%新建仓94.7%减持104.0%减持113.9%加仓123.7%加仓133.6%新建仓143.2%加仓153.1%新建仓162.5%加仓172.2%新建仓182.0%减持191.6%减持201.5%加仓211.2%新建仓221.1%减持230.9%减持240.8%新建仓
VVisa Inc.均 63
GOOGAlphabet Inc. CL C均 73
MCOMoody's Corp.均 62
LINLinde plc均 65
CRSCarpenter Technology均 62
AMZNAmazon.com Inc.均 69
VMCVulcan Materials均 65
NVDANVIDIA Corp.均 66
IBKRInteractive Brokers Group Inc.均 62
APHAmphenol Corp.均 73
CMECME Group均 65
UBERUber Technologies Inc.均 63
DVNDevon Energy Corp.均 44
CRHCRH plc均 71
CNQCanadian Natural Resources均 57
MAMastercard Inc.均 66
MDLNMedline Inc Cl A均 51
EMBJEmbraer SA均 54
FERGFerguson Enterprises Inc.均 61
LAMRLamar Advertising Co.均 58
ACGLArch Capital Group Ltd.均 65
RNRRenaissanceRe Holdings Ltd.均 56
NYTNew York Times CL A均 59
AWIArmstrong World Industries Inc.均 59
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。