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  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.09 SEC
2022   Q3 3,460,517 2.09 Reduce 27.40% 0.82 $68.56 $237,253,000 SEC
2022   Q2 4,766,302 2.99 Buy 2.99 $81.75 $389,645,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.22 SEC
2020   Q3 421,953 0.22 Buy 0.22 $81.07 $34,208,000 SEC