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  Gilead Sciences, Inc. (GILD)
← All GILD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 1.31 $76.67–88.85 · VW $80.46i SEC
2016   Q2 1,397,732 1.31 Reduce 69.09% 2.89 $77.92–103.10 · VW $87.71i $116,599,000 SEC
2016   Q1 4,521,685 4.18 Add 5.36% 0.21 $81.89–100.68 · VW $88.79i $415,362,000 SEC
2015   Q4 4,291,467 4.78 Reduce 23.24% 1.52 $94.37–111.11 · VW $104.22i $434,254,000 SEC
2015   Q3 5,590,796 6.54 Add 39.79% 1.86 $86.00–120.37 · VW $106.73i $548,960,000 SEC
2015   Q2 3,999,454 6.37 Add 406.01% 5.11 $95.38–123.37 · VW $109.06i $468,256,000 SEC
2015   Q1 790,397 1.15 Reduce 31.67% 0.50 $93.18–107.77 · VW $101.52i $77,562,000 SEC
2014   Q4 1,156,764 1.57 Reduce 79.70% 6.92 $85.95–116.83 · VW $101.91i $109,037,000 SEC
2014   Q3 5,699,320 8.68 Reduce 7.31% 0.63 $83.32–110.64 · VW $99.10i $606,693,000 SEC
2014   Q2 6,148,743 8.63 Buy 8.63 $63.50–84.45 · VW $77.28i $509,792,000 SEC
Price snapshot:
Current price$131.40
52-week low$105.01
52-week high$155.38