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  Autodesk Inc. (ADSK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 1.30 SEC
2019   Q4 940,334 1.30 Reduce 28.72% 0.43 $183.46 $172,514,000 SEC
2019   Q3 1,319,157 1.48 Reduce 51.37% 1.78 $147.70 $194,839,000 SEC
2019   Q2 2,712,880 3.47 Add 21.72% 0.62 $162.90 $441,928,000 SEC
2019   Q1 2,228,779 2.58 Add 30.36% 0.60 $155.82 $347,288,000 SEC
2018   Q4 1,709,679 1.92 Buy 1.92 $128.61 $219,882,000 SEC