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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 5.21 $188.60–223.95 · VW $203.04i SEC
2015   Q1 1,685,638 5.21 Add 3.21% 0.16 $199.70–234.67 · VW $212.82i $351,287,000 SEC
2014   Q4 1,633,170 5.35 Add 57.41% 1.95 $194.31–251.99 · VW $231.16i $372,314,000 SEC
2014   Q3 1,037,510 3.24 Add 51.82% 1.11 $176.69–231.41 · VW $213.56i $226,416,000 SEC
2014   Q2 683,392 2.16 Buy 2.16 $140.66–188.66 · VW $162.17i $127,664,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30