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HoldLens
John Armitage · quarter digest

What John Armitage did in Q3 2024

Egerton Capital filed 0 moves in Q3 2024: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

No moves recorded for John Armitage in Q3 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.
Current top holdings

John Armitage’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
8.9%
2META
Meta Platforms
7.2%
3GOOGL
Alphabet Class A
6.8%
4NVDA
NVIDIA
6.4%
5SCHW
Charles Schwab
4.7%
6NFLX
Netflix
3.9%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.