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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
KLA Corp. (KLAC)
← All KLAC superinvestors
Period
Shares
% of Portfolio
Activity
% Change to Portfolio
Price
Value
Filing
2023 Q3
0
0.00
Sell 100.00%
0.96
$44.01–52.02
· VW $47.30
i
SEC
2023 Q2
1,911,910
0.96
Buy
0.96
$35.59–48.83
· VW $44.31
i
$92,731,459
SEC
Price snapshot:
Current price
$222.25
52-week low
$82.87
52-week high
$307.37
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