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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,459,649 11.01 Add 220.70% 7.58 $271.54–350.15 · VW $312.92i $992,434,912 SEC
2025   Q4 1,078,768 3.68 Buy 3.68 $236.68–328.67 · VW $296.23i $338,517,398 SEC
2025   Q3 0 0.00 Sell 100.00% 1.76 $173.88–256.70 · VW $210.05i SEC
2025   Q2 965,393 1.76 Reduce 42.04% 1.26 $142.66–182.45 · VW $166.40i $171,251,064 SEC
2025   Q1 1,665,708 3.00 Add 12.59% 0.34 $152.21–208.70 · VW $179.29i $260,233,561 SEC
2024   Q4 1,479,505 3.26 Reduce 54.67% 3.01 $161.12–202.88 · VW $178.52i $281,756,932 SEC
2024   Q3 3,264,022 5.51 Add 0.71% 0.04 $148.20–193.31 · VW $167.76i $545,711,838 SEC
2024   Q2 3,240,911 6.00 Add 30.13% 1.39 $151.08–187.50 · VW $171.74i $594,447,896 SEC
2024   Q1 2,490,553 3.66 Reduce 28.09% 1.49 $131.55–155.20 · VW $144.24i $379,211,600 SEC
2023   Q4 3,463,507 5.29 Reduce 24.33% 1.70 $121.46–143.95 · VW $133.63i $488,112,042 SEC
2023   Q3 4,577,055 7.00 Add 21.48% 1.24 $115.83–139.93 · VW $131.48i $603,484,702 SEC
2023   Q2 3,767,794 4.70 Add 30.28% 1.09 $102.38–129.55 · VW $116.33i $455,790,040 SEC
2023   Q1 2,892,080 3.80 Reduce 64.96% 4.71 $85.57–108.82 · VW $97.51i $300,776,320 SEC
2022   Q4 8,252,943 7.25 Reduce 20.12% 1.76 $83.45–105.10 · VW $95.21i $732,283,632 SEC
2022   Q3 10,331,491 8.73 Reduce 12.99% 1.30 $96.03–123.26 · VW $109.79i $993,373,000 SEC
2022   Q2 11,873,960 9.97 Reduce 18.65% 2.27 $102.21–144.04 · VW $115.81i $1,298,685,000 SEC
2022   Q1 14,596,440 12.16 Reduce 15.76% 2.04 $124.64–152.10 · VW $136.53i $2,038,386,000 SEC
2021   Q4 17,326,220 12.96 Add 1.41% 0.18 $131.17–151.85 · VW $144.34i $2,506,749,000 SEC
2021   Q3 17,085,540 11.88 Reduce 3.13% 0.37 $124.85–146.82 · VW $137.43i $2,276,913,000 SEC
2021   Q2 17,638,060 11.88 Add 7.85% 0.87 $104.84–127.80 · VW $119.28i $2,210,331,000 SEC
2021   Q1 16,353,680 9.56 Add 21.02% 1.66 $84.95–107.63 · VW $98.43i $1,691,486,000 SEC
2020   Q4 13,513,360 7.15 Add 85.64% 3.30 $71.80–92.36 · VW $84.30i $1,183,689,000 SEC
2020   Q3 7,279,240 3.51 Reduce 7.99% 0.35 $70.33–86.66 · VW $76.94i $534,879,000 SEC
2020   Q2 7,911,400 4.42 Reduce 5.39% 0.29 $53.99–73.80 · VW $67.35i $559,182,000 SEC
2020   Q1 8,362,520 5.42 Add 11.17% 0.54 $50.68–76.61 · VW $64.93i $486,201,000 SEC
2019   Q4 7,522,560 3.79 Reduce 52.69% 3.87 $58.12–68.25 · VW $64.41i $502,891,000 SEC
2019   Q3 15,899,540 7.35 Add 221.63% 5.06 $54.69–63.28 · VW $59.80i $969,077,000 SEC
2019   Q2 4,943,440 2.10 Reduce 61.03% 3.38 $51.25–64.46 · VW $56.85i $267,171,000 SEC
2019   Q1 12,686,160 5.53 Add 3.81% 0.20 $50.70–61.59 · VW $56.31i $744,240,000 SEC
2018   Q4 12,220,560 5.52 Add 16.61% 0.79 $48.51–60.50 · VW $53.42i $632,787,000 SEC
2018   Q3 10,479,940 4.85 Add 0.26% 0.01 $54.69–63.69 · VW $60.00i $625,375,000 SEC
2018   Q2 10,453,220 4.64 Reduce 8.46% 0.42 $49.52–59.31 · VW $53.70i $583,107,000 SEC
2018   Q1 11,418,780 4.95 Add 29.13% 1.12 $49.03–59.34 · VW $54.53i $589,089,000 SEC
2017   Q4 8,842,940 4.19 Buy 4.19 $47.39–53.92 · VW $51.18i $462,663,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.99 $44.74–49.31 · VW $46.81i SEC
2017   Q2 2,120,880 0.99 Reduce 68.49% 2.14 $40.85–49.41 · VW $46.28i $96,365,000 SEC
2017   Q1 6,731,040 3.12 Reduce 54.00% 3.87 $38.79–42.67 · VW $40.83i $279,190,000 SEC
2016   Q4 14,633,480 7.17 Reduce 1.32% 0.09 $36.38–40.83 · VW $38.64i $564,721,000 SEC
2016   Q3 14,829,520 6.83 Reduce 16.16% 1.11 $34.41–39.49 · VW $38.16i $576,342,000 SEC
2016   Q2 17,687,660 6.87 Add 36.43% 1.83 $33.16–38.49 · VW $35.59i $612,081,000 SEC
2016   Q1 12,964,780 4.86 Buy 4.86 $33.15–39.49 · VW $36.10i $482,906,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$295.26
+/- since buy18.77%
52-week low$180.20
52-week high$404.23