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  KLA Corp. (KLAC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.96 SEC
2023   Q2 191,191 0.96 Buy 0.96 $485.02 $92,731,459 SEC