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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  KE Holdings Inc. (BEKE)
← All BEKE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.60 $15.15–45.49 · VW $21.34i SEC
2021   Q2 2,356,400 0.60 Buy 0.60 $43.25–61.39 · VW $50.19i $112,353,000 SEC
Price snapshot:
Current price$16.07
52-week low$13.81
52-week high$20.60
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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