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  Autodesk, Inc. (ADSK)
← All ADSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 1.30 $125.38–210.71 · VW $182.16i SEC
2019   Q4 940,334 1.30 Reduce 28.72% 0.43 $170.92–211.58 · VW $191.13i $172,514,000 SEC
2019   Q3 1,319,157 1.48 Reduce 51.37% 1.78 $138.62–181.36 · VW $166.96i $194,839,000 SEC
2019   Q2 2,712,880 3.47 Add 21.72% 0.62 $129.70–175.28 · VW $149.27i $441,928,000 SEC
2019   Q1 2,228,779 2.58 Add 30.36% 0.60 $149.50–178.95 · VW $163.12i $347,288,000 SEC
2018   Q4 1,709,679 1.92 Buy 1.92 $117.72–166.29 · VW $149.01i $219,882,000 SEC
Price snapshot:
Current price$212.22
52-week low$185.50
52-week high$329.09