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  Meta Platforms, Inc. (META)
← All META superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 4.19 $581.25–759.16 · VW $660.46i SEC
2025   Q3 541,167 4.19 Reduce 1.84% 0.08 $691.20–796.25 · VW $751.22i $397,422,221 SEC
2025   Q2 551,295 4.17 Reduce 25.75% 1.27 $479.80–747.90 · VW $609.06i $406,905,327 SEC
2025   Q1 742,455 4.94 Reduce 7.36% 0.40 $553.30–740.91 · VW $647.14i $427,921,364 SEC
2024   Q4 801,442 5.43 Reduce 22.08% 1.31 $549.05–638.40 · VW $584.13i $469,252,305 SEC
2024   Q3 1,028,489 5.94 Reduce 23.23% 1.58 $442.65–577.40 · VW $510.54i $588,748,243 SEC
2024   Q2 1,339,665 6.82 Reduce 7.04% 0.48 $414.50–531.49 · VW $468.24i $675,485,886 SEC
2024   Q1 1,441,137 6.76 Reduce 19.98% 1.38 $340.01–523.57 · VW $442.83i $699,787,304 SEC
2023   Q4 1,801,045 6.91 Reduce 20.46% 1.61 $279.40–361.90 · VW $320.64i $637,497,888 SEC
2023   Q3 2,264,375 7.89 Add 22.36% 1.44 $274.38–326.20 · VW $303.69i $679,788,019 SEC
2023   Q2 1,850,552 5.48 Add 5.41% 0.28 $207.13–289.79 · VW $254.82i $531,071,413 SEC
2023   Q1 1,755,537 4.70 Buy 4.70 $122.28–212.17 · VW $173.17i $372,068,512 SEC
2022   Q1 0 0.00 Sell 100.00% 1.32 $185.82–343.09 · VW $246.93i SEC
2021   Q4 758,612 1.32 Reduce 65.20% 2.52 $299.50–353.83 · VW $329.23i $255,159,000 SEC
2021   Q3 2,179,698 3.86 Reduce 11.35% 0.52 $334.50–384.33 · VW $358.78i $739,768,000 SEC
2021   Q2 2,458,744 4.60 Reduce 18.20% 0.91 $296.04–358.14 · VW $326.30i $854,930,000 SEC
2021   Q1 3,005,646 5.00 Add 10.36% 0.47 $244.61–299.71 · VW $270.71i $885,253,000 SEC
2020   Q4 2,723,375 4.49 Reduce 16.67% 0.94 $254.82–297.38 · VW $273.34i $743,917,000 SEC
2020   Q3 3,268,080 5.62 Add 23.99% 1.09 $226.90–304.67 · VW $266.23i $855,910,000 SEC
2020   Q2 2,635,766 4.73 Add 6.58% 0.29 $150.83–245.19 · VW $212.02i $598,503,000 SEC
2020   Q1 2,473,105 4.60 Add 82.80% 2.08 $137.10–224.20 · VW $185.55i $412,514,000 SEC
2019   Q4 1,352,938 2.09 Reduce 30.71% 0.81 $173.09–208.93 · VW $195.49i $277,691,000 SEC
2019   Q3 1,952,490 2.64 Add 13.21% 0.31 $175.66–208.66 · VW $189.95i $347,699,000 SEC
2019   Q2 1,724,628 2.61 Buy 2.61 $160.84–198.88 · VW $184.82i $332,853,000 SEC
2018   Q3 0 0.00 Sell 100.00% 3.49 $158.87–218.62 · VW $177.44i SEC
2018   Q2 2,254,063 3.49 Add 35.69% 0.92 $150.51–203.55 · VW $178.43i $438,010,000 SEC
2018   Q1 1,661,207 2.23 Reduce 27.99% 1.03 $149.02–195.32 · VW $173.71i $265,444,000 SEC
2017   Q4 2,306,949 3.68 Reduce 8.63% 0.34 $168.29–184.25 · VW $176.98i $407,084,000 SEC
2017   Q3 2,524,870 3.92 Add 34.79% 1.01 $147.80–175.49 · VW $167.27i $431,425,000 SEC
2017   Q2 1,873,245 2.90 Reduce 34.12% 1.54 $138.81–156.50 · VW $149.40i $282,823,000 SEC
2017   Q1 2,843,217 4.52 Reduce 4.58% 0.20 $115.51–142.95 · VW $133.46i $403,879,000 SEC
2016   Q4 2,979,618 4.35 Reduce 33.71% 2.30 $113.55–133.50 · VW $122.16i $342,805,000 SEC
2016   Q3 4,494,953 6.83 Reduce 19.53% 1.40 $112.97–131.98 · VW $124.85i $576,568,000 SEC
2016   Q2 5,585,698 7.17 Reduce 5.21% 0.35 $106.31–121.08 · VW $115.68i $638,334,000 SEC
2016   Q1 5,892,989 6.76 Add 13.49% 0.80 $89.37–117.59 · VW $107.40i $672,390,000 SEC
2015   Q4 5,192,581 5.98 Add 22.31% 1.09 $88.36–110.65 · VW $102.56i $543,456,000 SEC
2015   Q3 4,245,588 4.54 Add 59.99% 1.70 $72.00–99.24 · VW $90.17i $381,678,000 SEC
2015   Q2 2,653,693 3.10 Add 344.29% 2.40 $76.79–89.40 · VW $81.77i $227,607,000 SEC
2015   Q1 597,286 0.73 Buy 0.73 $73.45–86.07 · VW $78.76i $49,109,000 SEC
Price snapshot:
Current price$656.73
52-week low$519.78
52-week high$793.65