StockMSFT - Microsoft Corp.
% de la cartera7.47
Actividad recienteAdd 15.48%
Comparte1,720,051
Precio$430.30
Valor$740,138,000
Precio Actual$413.97
Precio reportado-3.80%
52 Week Low$377.56
52 Week High$466.57
Menú
John Armitage - Egerton Capital
John Armitage - Egerton CapitalFecha: 30 Jun 2026Inversiones: 23Valor: $10,351,358,000
Inversiones actuales
StockPGR - Progressive Corp.
% de la cartera7.23
Actividad recienteAdd 83.21%
Comparte2,823,894
Precio$253.76
Valor$716,591,000
Precio Actual$234.42
Precio reportado-7.62%
52 Week Low$160.84
52 Week High$265.51
StockCP - Canadian Pacific Kansas City
% de la cartera6.78
Actividad recienteReduce 14.95%
Comparte7,855,661
Precio$85.54
Valor$671,973,000
Precio Actual$74.07
Precio reportado-13.41%
52 Week Low$70.76
52 Week High$90.81
StockMETA - Meta Platforms Inc.
% de la cartera5.94
Actividad recienteReduce 23.23%
Comparte1,028,489
Precio$572.44
Valor$588,748,000
Precio Actual$604.33
Precio reportado5.57%
52 Week Low$357.25
52 Week High$637.89
StockAMZN - Amazon.com Inc.
% de la cartera5.77
Actividad recienteReduce 21.24%
Comparte3,068,090
Precio$186.33
Valor$571,677,000
Precio Actual$217.14
Precio reportado16.54%
52 Week Low$149.91
52 Week High$233.00
StockGOOG - Alphabet Inc. CL C
% de la cartera5.51
Actividad recienteAdd 0.71%
Comparte3,264,022
Precio$167.19
Valor$545,712,000
Precio Actual$190.71
Precio reportado14.07%
52 Week Low$131.08
52 Week High$202.88
StockGEHC - GE HealthCare Technologies Inc.
% de la cartera5.38
Actividad recienteReduce 22.80%
Comparte5,680,021
Precio$93.85
Valor$533,070,000
Precio Actual$84.80
Precio reportado-9.64%
52 Week Low$71.23
52 Week High$94.52
StockRNR - RenaissanceRe Holdings Ltd.
% de la cartera5.21
Actividad recienteAdd 1.85%
Comparte1,894,412
Precio$272.40
Valor$516,038,000
Precio Actual$251.77
Precio reportado-7.57%
52 Week Low$198.46
52 Week High$299.56
StockIBKR - Interactive Brokers Group Inc.
% de la cartera4.76
Actividad recienteAdd 7.95%
Comparte3,382,513
Precio$139.36
Valor$471,387,000
Precio Actual$183.70
Precio reportado31.82%
52 Week Low$83.35
52 Week High$193.41
StockFI - Fiserv Inc.
% de la cartera4.67
Actividad recienteReduce 5.78%
Comparte2,578,485
Precio$179.65
Valor$463,225,000
Precio Actual$200.92
Precio reportado11.84%
52 Week Low$135.13
52 Week High$223.23
StockFCNCA - First Citizens Bancshares
% de la cartera4.62
Actividad recienteReduce 12.15%
Comparte248,807
Precio$1840.95
Valor$458,041,000
Precio Actual$2067.74
Precio reportado12.32%
52 Week Low$1359.00
52 Week High$2386.76
StockFLUT - Flutter Entertainment Plc
% de la cartera4.35
Actividad recienteAdd 74.36%
Comparte1,815,550
Precio$237.28
Valor$430,794,000
Precio Actual$254.28
Precio reportado7.16%
52 Week Low$158.43
52 Week High$284.79
StockCRH - CRH plc
% de la cartera4.13
Actividad recienteAdd 12.06%
Comparte4,415,658
Precio$92.74
Valor$409,508,000
Precio Actual$91.11
Precio reportado-1.76%
52 Week Low$65.36
52 Week High$104.23
StockGE - GE Aerospace
% de la cartera3.72
Actividad recienteReduce 17.55%
Comparte1,956,819
Precio$188.58
Valor$369,017,000
Precio Actual$170.60
Precio reportado-9.53%
52 Week Low$100.05
52 Week High$194.48
StockACGL - Arch Capital Group Ltd.
% de la cartera3.58
Actividad recienteReduce 1.92%
Comparte3,171,222
Precio$111.88
Valor$354,796,000
Precio Actual$91.01
Precio reportado-18.65%
52 Week Low$73.05
52 Week High$110.75
StockV - Visa Inc.
% de la cartera3.27
Actividad recienteReduce 53.80%
Comparte1,180,075
Precio$274.95
Valor$324,462,000
Precio Actual$304.84
Precio reportado10.87%
52 Week Low$251.72
52 Week High$321.62
StockMA - Mastercard Inc.
% de la cartera3.16
Actividad recienteAdd 50.20%
Comparte634,704
Precio$493.80
Valor$313,417,000
Precio Actual$503.95
Precio reportado2.06%
52 Week Low$423.08
52 Week High$536.91
StockBKNG - Booking Holdings Inc.
% de la cartera2.73
Actividad recienteReduce 42.13%
Comparte64,312
Precio$4212.12
Valor$270,890,000
Precio Actual$4734.49
Precio reportado12.40%
52 Week Low$3167.39
52 Week High$5337.24
StockUBER - Uber Technologies Inc.
% de la cartera2.56
Actividad recienteAdd 89.40%
Comparte3,380,958
Precio$75.16
Valor$254,113,000
Precio Actual$65.85
Precio reportado-12.39%
52 Week Low$54.84
52 Week High$87.00
StockGEV - Ge Vernova Inc
% de la cartera1.54
Actividad recienteReduce 23.79%
Comparte597,858
Precio$254.98
Valor$152,442,000
Precio Actual$361.95
Precio reportado41.95%
52 Week Low$118.91
52 Week High$376.30
StockERJ - Embraer SA
% de la cartera1.32
Actividad recienteBuy
Comparte3,707,524
Precio$35.37
Valor$131,135,000
Precio Actual$37.31
Precio reportado5.48%
52 Week Low$16.89
52 Week High$40.34
StockIBN - ICICI Bank Ltd.
% de la cartera1.19
Actividad recienteReduce 28.47%
Comparte3,963,625
Precio$29.85
Valor$118,314,000
Precio Actual$28.32
Precio reportado-5.13%
52 Week Low$22.96
52 Week High$32.14
StockMLM - Martin Marietta
% de la cartera1.11
Actividad recienteBuy
Comparte204,674
Precio$538.25
Valor$110,166,000
Precio Actual$508.96
Precio reportado-5.44%
52 Week Low$487.27
52 Week High$632.40
StockHLT - Hilton Worldwide Holdings
% de la cartera0.94
Actividad recienteReduce 17.88%
Comparte405,318
Precio$230.50
Valor$93,426,000
Precio Actual$240.36
Precio reportado4.28%
52 Week Low$180.12
52 Week High$259.01
StockFSLR - First Solar Inc.
% de la cartera0.88
Actividad recienteReduce 50.95%
Comparte348,161
Precio$249.44
Valor$86,845,000
Precio Actual$182.44
Precio reportado-26.86%
52 Week Low$135.88
52 Week High$306.77
StockVRTX - Vertex Pharmaceuticals
% de la cartera0.58
Actividad recienteBuy
Comparte124,045
Precio$465.08
Valor$57,691,000
Precio Actual$405.25
Precio reportado-12.86%
52 Week Low$377.85
52 Week High$519.88
StockAAPL - Apple Inc.
% de la cartera0.47
Actividad recienteBuy
Comparte201,738
Precio$233.00
Valor$47,005,000
Precio Actual$231.17
Precio reportado-0.79%
52 Week Low$163.48
52 Week High$260.10
StockARMK - Aramark
% de la cartera0.46
Actividad recienteBuy
Comparte1,182,142
Precio$38.73
Valor$45,784,000
Precio Actual$37.21
Precio reportado-3.92%
52 Week Low$27.98
52 Week High$42.38
StockCB - Chubb Limited
% de la cartera0.43
Actividad recienteBuy
Comparte148,764
Precio$288.39
Valor$42,902,000
Precio Actual$260.02
Precio reportado-9.84%
52 Week Low$221.78
52 Week High$301.05
StockSN - Sharkninja Inc
% de la cartera0.19
Actividad recienteReduce 73.03%
Comparte177,193
Precio$108.71
Valor$19,263,000
Precio Actual$107.57
Precio reportado-1.05%
52 Week Low$45.85
52 Week High$112.93
StockCOF - Capital One Financial
% de la cartera3.23
Actividad recienteBuy
Comparte1,565,495
Precio$178.32
Valor$279,159,000
Precio Actual$199.28
Precio reportado11.75%
52 Week Low$127.24
52 Week High$208.63
StockCME - CME Group
% de la cartera2.59
Actividad recienteBuy
Comparte964,421
Precio$232.23
Valor$223,967,000
Precio Actual$241.74
Precio reportado4.10%
52 Week Low$184.22
52 Week High$246.74
StockLLY - Eli Lilly & Co.
% de la cartera2.51
Actividad recienteBuy
Comparte280,981
Precio$772.00
Valor$216,917,000
Precio Actual$865.00
Precio reportado12.05%
52 Week Low$711.40
52 Week High$970.92
StockLAD - Lithia Motors Inc.
% de la cartera1.31
Actividad recienteBuy
Comparte316,845
Precio$357.43
Valor$113,250,000
Precio Actual$368.69
Precio reportado3.15%
52 Week Low$241.70
52 Week High$405.68
StockICE - Intercontinental Exchange Inc.
% de la cartera1.26
Actividad recienteBuy
Comparte733,307
Precio$149.01
Valor$109,270,000
Precio Actual$166.94
Precio reportado12.03%
52 Week Low$123.23
52 Week High$169.75
StockLPLA - LPL Financial Holdings Inc.
% de la cartera0.97
Actividad recienteBuy
Comparte257,710
Precio$326.51
Valor$84,145,000
Precio Actual$362.42
Precio reportado11.00%
52 Week Low$186.73
52 Week High$375.84
StockHDB - HDFC Bank Ltd.
% de la cartera0.84
Actividad recienteBuy
Comparte1,140,511
Precio$63.86
Valor$72,833,000
Precio Actual$60.68
Precio reportado-4.98%
52 Week Low$51.56
52 Week High$68.50
StockHHH - Howard Hughes Holdings Inc.
% de la cartera0.39
Actividad recienteBuy
Comparte443,963
Precio$76.92
Valor$34,150,000
Precio Actual$75.78
Precio reportado-1.48%
52 Week Low$56.22
52 Week High$87.77
StockCRS - Carpenter Technology
% de la cartera3.80
Actividad recienteBuy
Comparte1,819,885
Precio$181.18
Valor$329,727,000
Precio Actual$212.33
Precio reportado17.19%
52 Week Low$94.71
52 Week High$215.96
StockAPH - Amphenol Corp.
% de la cartera1.33
Actividad recienteBuy
Comparte1,762,623
Precio$65.59
Valor$115,610,000
Precio Actual$80.88
Precio reportado23.31%
52 Week Low$54.37
52 Week High$81.82
StockFERG - Ferguson Enterprises Inc.
% de la cartera4.99
Actividad recienteBuy
Comparte2,233,326
Precio$217.75
Valor$486,307,000
Precio Actual$228.02
Precio reportado4.72%
52 Week Low$145.43
52 Week High$230.38
StockSTX - Seagate Technology
% de la cartera3.04
Actividad recienteBuy
Comparte2,051,434
Precio$144.33
Valor$296,083,000
Precio Actual$155.73
Precio reportado7.90%
52 Week Low$62.86
52 Week High$158.00
StockBSX - Boston Scientific
% de la cartera1.81
Actividad recienteBuy
Comparte1,640,956
Precio$107.41
Valor$176,255,000
Precio Actual$104.15
Precio reportado-3.04%
52 Week Low$76.60
52 Week High$108.94
StockBLDR - Builders FirstSource Inc.
% de la cartera0.31
Actividad recienteBuy
Comparte262,628
Precio$116.69
Valor$30,646,000
Precio Actual$138.15
Precio reportado18.39%
52 Week Low$102.60
52 Week High$203.14
StockEMBJ - Embraer SA
% de la cartera1.35
Actividad recienteBuy
Comparte2,117,012
Precio$60.45
Valor$127,973,000
Precio Actual$62.88
Precio reportado4.02%
52 Week Low$34.85
52 Week High$67.44
StockTRU - TransUnion
% de la cartera1.29
Actividad recienteBuy
Comparte1,465,050
Precio$83.78
Valor$122,742,000
Precio Actual$81.10
Precio reportado-3.20%
52 Week Low$66.20
52 Week High$103.08
StockLAMR - Lamar Advertising Co.
% de la cartera0.93
Actividad recienteBuy
Comparte723,857
Precio$122.42
Valor$88,615,000
Precio Actual$129.63
Precio reportado5.89%
52 Week Low$97.32
52 Week High$130.55
StockMCO - Moody's Corp.
% de la cartera4.29
Actividad recienteBuy
Comparte773,409
Precio$510.85
Valor$395,096,000
Precio Actual$412.23
Precio reportado-19.31%
52 Week Low$376.55
52 Week High$546.88
StockVMC - Vulcan Materials
% de la cartera2.98
Actividad recienteBuy
Comparte960,173
Precio$285.22
Valor$273,861,000
Precio Actual$319.78
Precio reportado12.12%
52 Week Low$213.97
52 Week High$331.09
StockWYNN - Wynn Resorts Ltd.
% de la cartera2.71
Actividad recienteBuy
Comparte2,069,751
Precio$120.33
Valor$249,053,000
Precio Actual$115.51
Precio reportado-4.01%
52 Week Low$64.80
52 Week High$134.72
StockNYT - New York Times CL A
% de la cartera1.06
Actividad recienteBuy
Comparte1,410,003
Precio$69.42
Valor$97,882,000
Precio Actual$71.38
Precio reportado2.82%
52 Week Low$44.43
52 Week High$74.04
StockLIN - Linde plc
% de la cartera5.88
Actividad recienteBuy
Comparte1,068,371
Precio$495.76
Valor$529,656,000
Precio Actual$511.65
Precio reportado3.21%
52 Week Low$386.48
52 Week High$521.28
StockNVDA - NVIDIA Corp.
% de la cartera5.18
Actividad recienteBuy
Comparte2,675,018
Precio$174.40
Valor$466,523,000
Precio Actual$235.74
Precio reportado35.17%
52 Week Low$129.13
52 Week High$236.54
StockDVN - Devon Energy Corp.
% de la cartera3.64
Actividad recienteBuy
Comparte6,525,140
Precio$50.32
Valor$328,345,000
Precio Actual$47.24
Precio reportado-6.12%
52 Week Low$29.48
52 Week High$52.71
StockCNQ - Canadian Natural Resources
% de la cartera3.07
Actividad recienteBuy
Comparte5,690,211
Precio$48.69
Valor$277,056,000
Precio Actual$47.57
Precio reportado-2.30%
52 Week Low$28.29
52 Week High$50.98
StockMDLN - Medline Inc Cl A
% de la cartera2.16
Actividad recienteBuy
Comparte4,365,802
Precio$44.50
Valor$194,278,000
Precio Actual$38.90
Precio reportado-12.58%
52 Week Low$34.89
52 Week High$50.88
StockAWI - Armstrong World Industries Inc.
% de la cartera0.82
Actividad recienteBuy
Comparte448,036
Precio$164.80
Valor$73,836,000
Precio Actual$160.33
Precio reportado-2.71%
52 Week Low$147.95
52 Week High$205.20
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
MSFT - Microsoft Corp.
7.47
Add 15.48%
1,720,051
$430.30
$740,138,000
$413.97
-3.80%
$377.56
$466.57
PGR - Progressive Corp.
7.23
Add 83.21%
2,823,894
$253.76
$716,591,000
$234.42
-7.62%
$160.84
$265.51
CP - Canadian Pacific Kansas City
6.78
Reduce 14.95%
7,855,661
$85.54
$671,973,000
$74.07
-13.41%
$70.76
$90.81
META - Meta Platforms Inc.
5.94
Reduce 23.23%
1,028,489
$572.44
$588,748,000
$604.33
5.57%
$357.25
$637.89
AMZN - Amazon.com Inc.
5.77
Reduce 21.24%
3,068,090
$186.33
$571,677,000
$217.14
16.54%
$149.91
$233.00
GOOG - Alphabet Inc. CL C
5.51
Add 0.71%
3,264,022
$167.19
$545,712,000
$190.71
14.07%
$131.08
$202.88
GEHC - GE HealthCare Technologies Inc.
5.38
Reduce 22.80%
5,680,021
$93.85
$533,070,000
$84.80
-9.64%
$71.23
$94.52
RNR - RenaissanceRe Holdings Ltd.
5.21
Add 1.85%
1,894,412
$272.40
$516,038,000
$251.77
-7.57%
$198.46
$299.56
IBKR - Interactive Brokers Group Inc.
4.76
Add 7.95%
3,382,513
$139.36
$471,387,000
$183.70
31.82%
$83.35
$193.41
FI - Fiserv Inc.
4.67
Reduce 5.78%
2,578,485
$179.65
$463,225,000
$200.92
11.84%
$135.13
$223.23
FCNCA - First Citizens Bancshares
4.62
Reduce 12.15%
248,807
$1840.95
$458,041,000
$2067.74
12.32%
$1359.00
$2386.76
FLUT - Flutter Entertainment Plc
4.35
Add 74.36%
1,815,550
$237.28
$430,794,000
$254.28
7.16%
$158.43
$284.79
CRH - CRH plc
4.13
Add 12.06%
4,415,658
$92.74
$409,508,000
$91.11
-1.76%
$65.36
$104.23
GE - GE Aerospace
3.72
Reduce 17.55%
1,956,819
$188.58
$369,017,000
$170.60
-9.53%
$100.05
$194.48
ACGL - Arch Capital Group Ltd.
3.58
Reduce 1.92%
3,171,222
$111.88
$354,796,000
$91.01
-18.65%
$73.05
$110.75
V - Visa Inc.
3.27
Reduce 53.80%
1,180,075
$274.95
$324,462,000
$304.84
10.87%
$251.72
$321.62
MA - Mastercard Inc.
3.16
Add 50.20%
634,704
$493.80
$313,417,000
$503.95
2.06%
$423.08
$536.91
BKNG - Booking Holdings Inc.
2.73
Reduce 42.13%
64,312
$4212.12
$270,890,000
$4734.49
12.40%
$3167.39
$5337.24
UBER - Uber Technologies Inc.
2.56
Add 89.40%
3,380,958
$75.16
$254,113,000
$65.85
-12.39%
$54.84
$87.00
GEV - Ge Vernova Inc
1.54
Reduce 23.79%
597,858
$254.98
$152,442,000
$361.95
41.95%
$118.91
$376.30
ERJ - Embraer SA
1.32
Buy
3,707,524
$35.37
$131,135,000
$37.31
5.48%
$16.89
$40.34
IBN - ICICI Bank Ltd.
1.19
Reduce 28.47%
3,963,625
$29.85
$118,314,000
$28.32
-5.13%
$22.96
$32.14
MLM - Martin Marietta
1.11
Buy
204,674
$538.25
$110,166,000
$508.96
-5.44%
$487.27
$632.40
HLT - Hilton Worldwide Holdings
0.94
Reduce 17.88%
405,318
$230.50
$93,426,000
$240.36
4.28%
$180.12
$259.01
FSLR - First Solar Inc.
0.88
Reduce 50.95%
348,161
$249.44
$86,845,000
$182.44
-26.86%
$135.88
$306.77
VRTX - Vertex Pharmaceuticals
0.58
Buy
124,045
$465.08
$57,691,000
$405.25
-12.86%
$377.85
$519.88
AAPL - Apple Inc.
0.47
Buy
201,738
$233.00
$47,005,000
$231.17
-0.79%
$163.48
$260.10
ARMK - Aramark
0.46
Buy
1,182,142
$38.73
$45,784,000
$37.21
-3.92%
$27.98
$42.38
CB - Chubb Limited
0.43
Buy
148,764
$288.39
$42,902,000
$260.02
-9.84%
$221.78
$301.05
SN - Sharkninja Inc
0.19
Reduce 73.03%
177,193
$108.71
$19,263,000
$107.57
-1.05%
$45.85
$112.93
COF - Capital One Financial
3.23
Buy
1,565,495
$178.32
$279,159,000
$199.28
11.75%
$127.24
$208.63
CME - CME Group
2.59
Buy
964,421
$232.23
$223,967,000
$241.74
4.10%
$184.22
$246.74
LLY - Eli Lilly & Co.
2.51
Buy
280,981
$772.00
$216,917,000
$865.00
12.05%
$711.40
$970.92
LAD - Lithia Motors Inc.
1.31
Buy
316,845
$357.43
$113,250,000
$368.69
3.15%
$241.70
$405.68
ICE - Intercontinental Exchange Inc.
1.26
Buy
733,307
$149.01
$109,270,000
$166.94
12.03%
$123.23
$169.75
LPLA - LPL Financial Holdings Inc.
0.97
Buy
257,710
$326.51
$84,145,000
$362.42
11.00%
$186.73
$375.84
HDB - HDFC Bank Ltd.
0.84
Buy
1,140,511
$63.86
$72,833,000
$60.68
-4.98%
$51.56
$68.50
HHH - Howard Hughes Holdings Inc.
0.39
Buy
443,963
$76.92
$34,150,000
$75.78
-1.48%
$56.22
$87.77
CRS - Carpenter Technology
3.80
Buy
1,819,885
$181.18
$329,727,000
$212.33
17.19%
$94.71
$215.96
APH - Amphenol Corp.
1.33
Buy
1,762,623
$65.59
$115,610,000
$80.88
23.31%
$54.37
$81.82
FERG - Ferguson Enterprises Inc.
4.99
Buy
2,233,326
$217.75
$486,307,000
$228.02
4.72%
$145.43
$230.38
STX - Seagate Technology
3.04
Buy
2,051,434
$144.33
$296,083,000
$155.73
7.90%
$62.86
$158.00
BSX - Boston Scientific
1.81
Buy
1,640,956
$107.41
$176,255,000
$104.15
-3.04%
$76.60
$108.94
BLDR - Builders FirstSource Inc.
0.31
Buy
262,628
$116.69
$30,646,000
$138.15
18.39%
$102.60
$203.14
EMBJ - Embraer SA
1.35
Buy
2,117,012
$60.45
$127,973,000
$62.88
4.02%
$34.85
$67.44
TRU - TransUnion
1.29
Buy
1,465,050
$83.78
$122,742,000
$81.10
-3.20%
$66.20
$103.08
LAMR - Lamar Advertising Co.
0.93
Buy
723,857
$122.42
$88,615,000
$129.63
5.89%
$97.32
$130.55
MCO - Moody's Corp.
4.29
Buy
773,409
$510.85
$395,096,000
$412.23
-19.31%
$376.55
$546.88
VMC - Vulcan Materials
2.98
Buy
960,173
$285.22
$273,861,000
$319.78
12.12%
$213.97
$331.09
WYNN - Wynn Resorts Ltd.
2.71
Buy
2,069,751
$120.33
$249,053,000
$115.51
-4.01%
$64.80
$134.72
NYT - New York Times CL A
1.06
Buy
1,410,003
$69.42
$97,882,000
$71.38
2.82%
$44.43
$74.04
LIN - Linde plc
5.88
Buy
1,068,371
$495.76
$529,656,000
$511.65
3.21%
$386.48
$521.28
NVDA - NVIDIA Corp.
5.18
Buy
2,675,018
$174.40
$466,523,000
$235.74
35.17%
$129.13
$236.54
DVN - Devon Energy Corp.
3.64
Buy
6,525,140
$50.32
$328,345,000
$47.24
-6.12%
$29.48
$52.71
CNQ - Canadian Natural Resources
3.07
Buy
5,690,211
$48.69
$277,056,000
$47.57
-2.30%
$28.29
$50.98
MDLN - Medline Inc Cl A
2.16
Buy
4,365,802
$44.50
$194,278,000
$38.90
-12.58%
$34.89
$50.88
AWI - Armstrong World Industries Inc.
0.82
Buy
448,036
$164.80
$73,836,000
$160.33
-2.71%
$147.95
$205.20