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  Alibaba Group Holdings (BABA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 4.14 SEC
2020   Q3 2,143,007 4.14 Reduce 50.23% 3.69 $293.98 $630,001,000 SEC
2020   Q2 4,306,251 7.34 Add 66.64% 2.94 $215.70 $928,858,000 SEC
2020   Q1 2,584,233 5.60 Reduce 49.90% 4.11 $194.48 $502,582,000 SEC
2019   Q4 5,158,187 8.24 Reduce 6.76% 0.47 $212.10 $1,094,051,000 SEC
2019   Q3 5,532,323 7.02 Add 14.42% 0.89 $167.23 $925,170,000 SEC
2019   Q2 4,834,902 6.43 Add 79.02% 2.84 $169.45 $819,274,000 SEC
2019   Q1 2,700,745 3.66 Add 15.75% 0.50 $182.45 $492,751,000 SEC
2018   Q4 2,333,258 2.79 Reduce 0.11% <0.01 $137.07 $319,820,000 SEC
2018   Q3 2,335,720 2.99 Reduce 33.38% 1.73 $164.76 $384,833,000 SEC
2018   Q2 3,506,268 5.18 Add 44.43% 1.59 $185.53 $650,518,000 SEC
2018   Q1 2,427,697 3.75 Reduce 20.71% 0.99 $183.54 $445,580,000 SEC
2017   Q4 3,061,644 4.78 Add 4.29% 0.20 $172.43 $527,919,000 SEC
2017   Q3 2,935,794 4.61 Buy 4.61 $172.71 $507,041,000 SEC