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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
Luckin Coffee Inc (LKNCY)
← All LKNCY superinvestors
Period
Shares
% of Portfolio
Activity
% Change to Portfolio
Price
Value
Filing
2020 Q1
0
0.00
Sell 100.00%
0.33
$4.90–51.38
· VW $30.15
i
SEC
2019 Q4
1,124,100
0.33
Buy
0.33
$18.26–40.30
· VW $29.53
i
$44,245,000
SEC
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