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  IQVIA Holdings Inc. (IQV)
← All IQV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 0.14 $81.79–169.14 · VW $131.76i SEC
2019   Q4 121,463 0.14 Reduce 91.95% 1.57 $136.28–156.43 · VW $146.66i $18,767,000 SEC
2019   Q3 1,508,383 1.71 Add 8.30% 0.13 $146.52–164.13 · VW $154.79i $225,322,000 SEC
2019   Q2 1,392,750 1.76 Buy 1.76 $130.77–160.91 · VW $142.63i $224,093,000 SEC
Price snapshot:
Current price$207.55
52-week low$154.50
52-week high$247.05