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 $47.30i SEC
2023   Q2 1,911,910 0.96 Buy 0.96 $35.59–48.83 · VW $44.31i $92,731,459 SEC
Price snapshot:
Current price$222.25
52-week low$82.87
52-week high$307.37