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  Netflix, Inc. (NFLX)
← All NFLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.06 $32.98–61.00 · VW $42.27i SEC
2021   Q4 6,604,640 2.06 Reduce 1.89% 0.04 $58.17–70.10 · VW $64.70i $397,890,000 SEC
2021   Q3 6,731,600 2.14 Reduce 55.19% 2.36 $50.47–61.90 · VW $55.99i $410,856,000 SEC
2021   Q2 15,023,910 4.27 Reduce 2.62% 0.12 $47.85–56.36 · VW $51.58i $793,578,000 SEC
2021   Q1 15,428,260 4.55 Add 1.97% 0.09 $48.57–59.33 · VW $53.39i $804,831,000 SEC
2020   Q4 15,130,560 4.94 Add 61.38% 1.88 $46.34–57.25 · VW $50.69i $818,155,000 SEC
2020   Q3 9,375,920 3.08 Reduce 32.60% 1.63 $45.40–57.54 · VW $50.81i $468,824,000 SEC
2020   Q2 13,911,510 5.00 Reduce 5.65% 0.35 $35.75–47.40 · VW $42.24i $633,029,000 SEC
2020   Q1 14,744,910 6.17 Add 6.59% 0.38 $29.02–39.35 · VW $35.31i $553,671,000 SEC
2019   Q4 13,833,510 3.37 Add 370.52% 2.65 $25.70–33.80 · VW $29.81i $447,611,000 SEC
2019   Q3 2,940,060 0.60 Buy 0.60 $25.23–38.48 · VW $30.65i $78,682,000 SEC
Price snapshot:
Current price$73.83
52-week low$70.86
52-week high$127.75