What John Armitage did in Q1 2025

Egerton Capital filed 4 moves in Q1 2025: 0 new, 1 add, 3 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

Adds · 1

Adding to conviction

CGICGI INC

ADD +8%·0.3% book·+5

Trims · 3

JEFJEFFERIES FINL GROUP INC

TRIM -16%·3.7% book·+1

FTITECHNIPFMC PLC

TRIM -59%·1.3% book·−5

SPOTSPOTIFY TECHNOLOGY S A

TRIM -72%·0.8% book·+1

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	8.9%	+6
2	META Meta Platforms	7.2%	+5
3	GOOGL Alphabet Class A	6.8%	−9
4	NVDA NVIDIA	6.4%	+19
5	SCHW Charles Schwab	4.7%	+29
6	NFLX Netflix	3.9%	+6

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