John Armitage - Egerton Capital (UK)
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  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 3.94 $431.59–536.88 · VW $471.86i SEC
2020   Q2 1,146,443 3.94 Reduce 27.96% 1.58 $340.00–470.61 · VW $418.31i $499,058,000 SEC
2020   Q1 1,591,371 5.64 Reduce 14.89% 0.69 $255.13–386.75 · VW $331.84i $506,438,000 SEC
2019   Q4 1,869,677 4.65 Add 7.30% 0.32 $276.05–356.82 · VW $328.00i $616,638,000 SEC
2019   Q3 1,742,418 3.65 Reduce 16.25% 0.78 $259.57–304.99 · VW $280.83i $481,343,000 SEC
2019   Q2 2,080,395 4.81 Reduce 21.76% 1.15 $257.46–313.11 · VW $289.81i $612,988,000 SEC
2019   Q1 2,659,090 5.27 Add 24.59% 1.04 $246.10–291.71 · VW $275.69i $708,621,000 SEC
2018   Q4 2,134,263 4.21 Reduce 28.58% 1.79 $204.95–260.72 · VW $237.83i $482,856,000 SEC
2018   Q3 2,988,528 6.26 Add 24.76% 1.24 $231.70–277.61 · VW $251.69i $806,753,000 SEC
2018   Q2 2,395,418 4.65 Reduce 27.53% 1.65 $218.74–263.83 · VW $242.42i $584,027,000 SEC
2018   Q1 3,305,589 6.01 Add 12.74% 0.68 $179.34–233.17 · VW $211.37i $714,272,000 SEC
2017   Q4 2,932,074 4.65 Add 119.56% 2.53 $165.68–204.45 · VW $189.96i $513,817,000 SEC
2017   Q3 1,335,421 1.81 Add 33.84% 0.46 $143.95–177.58 · VW $165.56i $199,218,000 SEC
2017   Q2 997,743 1.45 Reduce 38.07% 0.89 $130.82–150.40 · VW $142.57i $141,121,000 SEC
2017   Q1 1,611,207 2.35 Buy 2.35 $112.27–134.25 · VW $126.75i $209,666,000 SEC
Price snapshot:
Current price$230.61
52-week low$190.12
52-week high$376.16