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  HDFC Bank Ltd. (HDB)
← All HDB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.86 $31.04–39.07 · VW $36.20i SEC
2025   Q1 2,232,986 0.86 Reduce 2.11% 0.02 $28.89–33.56 · VW $31.03i $74,179,795 SEC
2024   Q4 2,281,022 0.84 Buy 0.84 $29.64–34.25 · VW $32.13i $72,833,032 SEC
2024   Q1 0 0.00 Sell 100.00% 2.05 $26.08–33.57 · VW $28.32i SEC
2023   Q4 5,647,848 2.05 Add 0.36% <0.01 $27.98–33.72 · VW $30.19i $189,513,540 SEC
2023   Q3 5,627,702 1.93 Reduce 27.10% 0.75 $28.98–35.69 · VW $32.19i $166,045,348 SEC
2023   Q2 7,719,904 2.77 Add 64.44% 1.09 $31.43–35.65 · VW $33.72i $269,038,654 SEC
2023   Q1 4,694,772 1.98 Buy 1.98 $30.52–35.88 · VW $33.40i $156,500,225 SEC
2020   Q1 0 0.00 Sell 100.00% 2.06 $14.75–32.10 · VW $23.69i SEC
2019   Q4 8,624,542 2.06 Buy 2.06 $27.33–32.69 · VW $30.49i $273,269,000 SEC
2018   Q2 0 0.00 Sell 100.00% 1.40 $23.37–26.77 · VW $25.23i SEC
2018   Q1 6,727,984 1.40 Reduce 18.04% 0.34 $23.76–27.69 · VW $25.46i $166,131,000 SEC
2017   Q4 8,208,572 1.89 Reduce 8.44% 0.17 $22.27–25.50 · VW $23.92i $208,641,000 SEC
2017   Q3 8,965,200 1.96 Reduce 0.61% 0.01 $21.77–25.07 · VW $23.92i $215,994,000 SEC
2017   Q2 9,020,460 2.01 Buy 2.01 $18.76–22.46 · VW $20.98i $196,127,000 SEC
2016   Q3 0 0.00 Sell 100.00% 1.52 $16.28–18.51 · VW $17.66i SEC
2016   Q2 8,173,936 1.52 Reduce 4.25% 0.06 $14.95–16.78 · VW $15.97i $135,585,000 SEC
2016   Q1 8,537,112 1.32 Add 97.12% 0.65 $12.78–15.49 · VW $14.31i $131,536,000 SEC
2015   Q4 4,330,912 0.73 Add 12.77% 0.08 $14.03–16.36 · VW $15.15i $66,696,000 SEC
2015   Q3 3,840,508 0.70 Reduce 43.84% 0.62 $12.91–16.03 · VW $14.92i $58,654,000 SEC
2015   Q2 6,838,276 1.41 Reduce 0.39% <0.01 $13.55–15.45 · VW $14.62i $103,480,000 SEC
2015   Q1 6,865,188 1.50 Add 295.70% 1.12 $12.33–15.99 · VW $14.71i $101,073,000 SEC
2014   Q4 1,734,968 0.32 Buy 0.32 $11.39–13.69 · VW $12.81i $22,012,000 SEC
Price snapshot:
Current price$26.41
52-week low$22.91
52-week high$39.32