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  Equinix, Inc. (EQIX)
← All EQIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 2.37 $370.79–461.73 · VW $420.47i SEC
2017   Q4 576,694 2.37 Add 18.38% 0.37 $439.54–495.35 · VW $462.35i $261,369,000 SEC
2017   Q3 487,173 1.98 Add 151.99% 1.19 $416.64–475.28 · VW $450.43i $217,425,000 SEC
2017   Q2 193,331 0.85 Buy 0.85 $396.94–447.26 · VW $426.70i $82,970,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.93 $348.10–391.07 · VW $369.09i SEC
2016   Q2 212,788 0.93 Reduce 4.16% 0.03 $316.30–387.93 · VW $356.07i $82,504,000 SEC
2016   Q1 222,027 0.74 Add 67.33% 0.30 $255.45–331.80 · VW $303.20i $73,427,000 SEC
2015   Q4 132,692 0.44 Add 4.59% 0.02 $262.60–305.00 · VW $293.03i $40,126,000 SEC
2015   Q3 126,873 0.41 Buy 0.41 $250.86–294.49 · VW $272.92i $34,687,000 SEC
2015   Q2 0 0.00 Sell 100.00% 3.01 $230.61–274.13 · VW $258.49i SEC
2015   Q1 871,904 3.01 Buy 3.01 $213.89–244.97 · VW $228.37i $203,023,000 SEC
Price snapshot:
Current price$1,039.53
52-week low$713.19
52-week high$1,124.00