What John Armitage did in Q3 2024

Egerton Capital filed 1 moves in Q3 2024: 0 new, 1 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.

Adds · 1

Adding to conviction

AERAERCAP HOLDINGS NV

ADD +10%·1.6% book·−10

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	8.9%	−8
2	META Meta Platforms	7.2%	+3
3	GOOGL Alphabet Class A	6.8%	−26
4	NVDA NVIDIA	6.4%	+8
5	SCHW Charles Schwab	4.7%	+25
6	NFLX Netflix	3.9%	−1

Other quarters for John Armitage

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