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 $30.15i SEC
2019   Q4 1,124,100 0.33 Buy 0.33 $18.26–40.30 · VW $29.53i $44,245,000 SEC