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  Cognizant Technology Solutions Corp. (CTSH)
← All CTSH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q4 0 0.00 Sell 100.00% 1.67 $42.94–54.89 · VW $50.20i SEC
2014   Q3 2,610,174 1.67 Reduce 59.64% 3.19 $41.51–51.38 · VW $46.45i $116,857,000 SEC
2014   Q2 6,466,761 5.35 Add 73.31% 2.26 $45.73–53.40 · VW $48.71i $316,289,000 SEC
2014   Q1 3,731,298 2.93 Add 8.95% 0.24 $44.96–54.00 · VW $49.83i $188,804,000 SEC
2013   Q4 3,424,856 2.61 Add 149.81% 1.57 $40.62–50.56 · VW $45.55i $172,921,000 SEC
2013   Q3 1,371,000 1.03 $41.06 $56,293,000 SEC
Price snapshot:
Current price$44.16
52-week low$37.08
52-week high$85.98