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  Netflix Inc. (NFLX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.06 SEC
2021   Q4 660,464 2.06 Reduce 1.89% 0.04 $602.44 $397,890,000 SEC
2021   Q3 673,160 2.14 Reduce 55.19% 2.36 $610.34 $410,856,000 SEC
2021   Q2 1,502,391 4.27 Reduce 2.62% 0.12 $528.21 $793,578,000 SEC
2021   Q1 1,542,826 4.55 Add 1.97% 0.09 $521.66 $804,831,000 SEC
2020   Q4 1,513,056 4.94 Add 61.38% 1.88 $540.73 $818,155,000 SEC
2020   Q3 937,592 3.08 Reduce 32.60% 1.63 $500.03 $468,824,000 SEC
2020   Q2 1,391,151 5.00 Reduce 5.65% 0.35 $455.04 $633,029,000 SEC
2020   Q1 1,474,491 6.17 Add 6.59% 0.38 $375.50 $553,671,000 SEC
2019   Q4 1,383,351 3.37 Add 370.52% 2.65 $323.57 $447,611,000 SEC
2019   Q3 294,006 0.60 Buy 0.60 $267.62 $78,682,000 SEC