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  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.70 $171.18–211.28 · VW $191.83i SEC
2024   Q4 305,875 0.70 Reduce 80.98% 2.21 $162.44–213.49 · VW $195.84i $60,788,619 SEC
2024   Q3 1,607,800 2.73 Reduce 42.13% 1.87 $127.20–170.92 · VW $153.27i $270,889,861 SEC
2024   Q2 2,778,175 4.44 Add 37.50% 1.21 $135.76–161.60 · VW $147.47i $440,229,611 SEC
2024   Q1 2,020,525 2.83 Reduce 25.03% 1.04 $135.36–156.72 · VW $143.02i $293,208,889 SEC
2023   Q4 2,695,075 4.14 Reduce 12.06% 0.53 $109.32–143.22 · VW $124.07i $382,400,958 SEC
2023   Q3 3,064,650 4.39 Reduce 3.61% 0.13 $104.98–130.07 · VW $120.33i $378,049,095 SEC
2023   Q2 3,179,525 3.54 Add 75.32% 1.52 $98.28–111.47 · VW $104.80i $343,430,670 SEC
2023   Q1 1,813,575 2.43 Reduce 66.54% 2.87 $80.22–106.43 · VW $98.32i $192,413,779 SEC
2022   Q4 5,420,450 4.32 Add 3.59% 0.15 $64.67–86.09 · VW $77.26i $436,948,979 SEC
2022   Q3 5,232,775 3.02 Add 91.68% 1.44 $65.67–86.44 · VW $74.45i $343,942,000 SEC
2022   Q2 2,730,000 1.47 Buy 1.47 $68.12–96.73 · VW $84.83i $190,990,000 SEC
2020   Q4 0 0.00 Sell 100.00% 1.69 $63.56–89.12 · VW $76.86i SEC
2020   Q3 3,768,150 1.69 Buy 1.69 $64.04–78.65 · VW $70.33i $257,844,000 SEC
2018   Q3 0 0.00 Sell 100.00% 2.67 $72.62–85.28 · VW $79.07i SEC
2018   Q2 4,135,950 2.67 Buy 2.67 $79.20–88.07 · VW $84.01i $335,358,000 SEC
Price snapshot:
Current price$175.80
52-week low$149.76
52-week high$229.86