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  Intercontinental Exchange Inc. (ICE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.84 SEC
2025   Q3 1,036,199 1.84 Reduce 4.05% 0.08 $168.48 $174,578,808 SEC
2025   Q2 1,079,911 2.03 Reduce 1.95% 0.04 $183.47 $198,131,271 SEC
2025   Q1 1,101,419 2.19 Add 50.20% 0.73 $172.50 $189,994,778 SEC
2024   Q4 733,307 1.26 Buy 1.26 $149.01 $109,270,076 SEC
2017   Q4 0 0.00 Sell 100.00% 0.43 SEC
2017   Q3 685,997 0.43 Buy 0.43 $68.70 $47,128,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.59 SEC
2014   Q2 185,052 0.59 Reduce 71.74% 1.44 $188.90 $34,956,000 SEC
2014   Q1 654,790 2.01 Buy 2.01 $197.83 $129,537,000 SEC