John Armitage's GOOG Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.08 M shares of Alphabet Inc. (GOOG) worth $338.52 M, representing 3.68% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 10.96 M shares. Largest reduction occurred in Q4 2019, reducing 8.38 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.08 M | New Buy | 1.08 M | $313.80 |
| Q3 2025 | -965,393 | Sold Out | 0 | $0.00 |
| Q2 2025 | -700,315 | Reduce 42.04% | 965,393 | $177.39 |
| Q1 2025 | +186,203 | Add 12.59% | 1.67 M | $156.23 |
| Q4 2024 | -1.78 M | Reduce 54.67% | 1.48 M | $190.44 |
| Q3 2024 | +23,111 | Add 0.71% | 3.26 M | $167.19 |
| Q2 2024 | +750,358 | Add 30.13% | 3.24 M | $183.42 |
| Q1 2024 | -972,954 | Reduce 28.09% | 2.49 M | $152.26 |
| Q4 2023 | -1.11 M | Reduce 24.33% | 3.46 M | $140.93 |
| Q3 2023 | +809,261 | Add 21.48% | 4.58 M | $131.85 |
| Q2 2023 | +875,714 | Add 30.28% | 3.77 M | $120.97 |
| Q1 2023 | -5.36 M | Reduce 64.96% | 2.89 M | $104.00 |
| Q4 2022 | -2.08 M | Reduce 20.12% | 8.25 M | $88.73 |
| Q3 2022 | -1.54 M | Reduce 12.99% | 10.33 M | $96.15 |
| Q2 2022 | -2.72 M | Reduce 18.65% | 11.87 M | $109.37 |
| Q1 2022 | -2.73 M | Reduce 15.76% | 14.6 M | $139.65 |
| Q4 2021 | +240,680 | Add 1.41% | 17.33 M | $144.68 |
| Q3 2021 | -552,520 | Reduce 3.13% | 17.09 M | $133.27 |
| Q2 2021 | +1.28 M | Add 7.85% | 17.64 M | $125.32 |
| Q1 2021 | +2.84 M | Add 21.02% | 16.35 M | $103.43 |
| Q4 2020 | +6.23 M | Add 85.64% | 13.51 M | $87.59 |
| Q3 2020 | -632,160 | Reduce 7.99% | 7.28 M | $73.48 |
| Q2 2020 | -451,120 | Reduce 5.39% | 7.91 M | $70.68 |
| Q1 2020 | +839,960 | Add 11.17% | 8.36 M | $58.14 |
| Q4 2019 | -8.38 M | Reduce 52.69% | 7.52 M | $66.85 |
| Q3 2019 | +10.96 M | Add 221.63% | 15.9 M | $60.95 |
| Q2 2019 | -7.74 M | Reduce 61.03% | 4.94 M | $54.05 |
| Q1 2019 | +465,600 | Add 3.81% | 12.69 M | $58.67 |
| Q4 2018 | +1.74 M | Add 16.61% | 12.22 M | $51.78 |
| Q3 2018 | +26,720 | Add 0.26% | 10.48 M | $59.67 |
| Q2 2018 | -965,560 | Reduce 8.46% | 10.45 M | $55.78 |
| Q1 2018 | +2.58 M | Add 29.13% | 11.42 M | $51.59 |
| Q4 2017 | +8.84 M | New Buy | 8.84 M | $52.32 |
| Q3 2017 | -2.12 M | Sold Out | 0 | $0.00 |
| Q2 2017 | -4.61 M | Reduce 68.49% | 2.12 M | $45.44 |
| Q1 2017 | -7.9 M | Reduce 54.00% | 6.73 M | $41.48 |
| Q4 2016 | -196,040 | Reduce 1.32% | 14.63 M | $38.59 |
| Q3 2016 | -2.86 M | Reduce 16.16% | 14.83 M | $38.86 |
| Q2 2016 | +4.72 M | Add 36.43% | 17.69 M | $34.60 |
| Q1 2016 | +12.96 M | New Buy | 12.96 M | $37.25 |
John Armitage's Alphabet Investment FAQs
John Armitage first purchased Alphabet Inc. (GOOG) in Q1 2016, acquiring 12,964,780 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Alphabet Inc. (GOOG) for 40 quarters since Q1 2016.
John Armitage's largest addition to Alphabet Inc. (GOOG) was in Q1 2016, adding 12,964,780 shares worth $482.91 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,078,768 shares of Alphabet Inc. (GOOG), valued at approximately $338.52 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOG) represents approximately 3.68% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Alphabet Inc. (GOOG) was 17,687,660 shares, as reported at the end of Q2 2016.