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  NVIDIA Corp. (NVDA)
← All NVDA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,675,018 5.18 Buy 5.18 $164.27–197.63 · VW $181.45i $466,523,139 SEC
2017   Q1 0 0.00 Sell 100.00% 1.09 $2.38–3.02 · VW $2.65i SEC
2016   Q4 32,284,720 1.09 Reduce 61.32% 1.04 $1.59–3.00 · VW $2.28i $86,152,000 SEC
2016   Q3 83,455,480 1.69 Reduce 56.09% 1.41 $1.15–1.73 · VW $1.50i $142,959,000 SEC
2016   Q2 190,044,640 2.51 Add 51.58% 0.85 $0.86–1.21 · VW $1.05i $223,350,000 SEC
2016   Q1 125,372,000 1.12 Buy 1.12 $0.62–0.91 · VW $0.77i $111,675,000 SEC
Price snapshot:
Current price$203.53
Avg. buy price$174.40
+/- since buy16.70%
52-week low$161.80
52-week high$236.26