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  T-Mobile US Inc. (TMUS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.85 SEC
2021   Q3 1,274,093 0.85 Reduce 80.84% 4.19 $127.76 $162,778,000 SEC
2021   Q2 6,648,425 5.18 Reduce 7.94% 0.41 $144.83 $962,891,000 SEC
2021   Q1 7,221,497 5.11 Reduce 2.81% 0.17 $125.29 $904,781,000 SEC
2020   Q4 7,430,187 6.05 Reduce 3.39% 0.20 $134.85 $1,001,961,000 SEC
2020   Q3 7,690,801 5.78 Add 83.10% 2.62 $114.36 $879,520,000 SEC
2020   Q2 4,200,400 3.45 Buy 3.45 $104.15 $437,472,000 SEC