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  NVIDIA Corp. (NVDA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,675,018 5.18 Buy 5.18 $174.40 $466,523,139 SEC
2017   Q1 0 0.00 Sell 100.00% 1.09 SEC
2016   Q4 807,118 1.09 Reduce 61.32% 1.04 $106.74 $86,152,000 SEC
2016   Q3 2,086,387 1.69 Reduce 56.09% 1.41 $68.52 $142,959,000 SEC
2016   Q2 4,751,116 2.51 Add 51.58% 0.85 $47.01 $223,350,000 SEC
2016   Q1 3,134,300 1.12 Buy 1.12 $35.63 $111,675,000 SEC