John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Adobe Inc. (ADBE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 3.94 SEC
2020   Q2 1,146,443 3.94 Reduce 27.96% 1.58 $435.31 $499,058,000 SEC
2020   Q1 1,591,371 5.64 Reduce 14.89% 0.69 $318.24 $506,438,000 SEC
2019   Q4 1,869,677 4.65 Add 7.30% 0.32 $329.81 $616,638,000 SEC
2019   Q3 1,742,418 3.65 Reduce 16.25% 0.78 $276.25 $481,343,000 SEC
2019   Q2 2,080,395 4.81 Reduce 21.76% 1.15 $294.65 $612,988,000 SEC
2019   Q1 2,659,090 5.27 Add 24.59% 1.04 $266.49 $708,621,000 SEC
2018   Q4 2,134,263 4.21 Reduce 28.58% 1.79 $226.24 $482,856,000 SEC
2018   Q3 2,988,528 6.26 Add 24.76% 1.24 $269.95 $806,753,000 SEC
2018   Q2 2,395,418 4.65 Reduce 27.53% 1.65 $243.81 $584,027,000 SEC
2018   Q1 3,305,589 6.01 Add 12.74% 0.68 $216.08 $714,272,000 SEC
2017   Q4 2,932,074 4.65 Add 119.56% 2.53 $175.24 $513,817,000 SEC
2017   Q3 1,335,421 1.81 Add 33.84% 0.46 $149.18 $199,218,000 SEC
2017   Q2 997,743 1.45 Reduce 38.07% 0.89 $141.44 $141,121,000 SEC
2017   Q1 1,611,207 2.35 Buy 2.35 $130.13 $209,666,000 SEC