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  Sea Ltd. (SE)
← All SE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.06 $201.13–372.70 · VW $285.12i SEC
2021   Q3 639,298 1.06 Reduce 1.61% 0.02 $253.03–359.84 · VW $312.98i $203,763,000 SEC
2021   Q2 649,749 0.96 Reduce 16.51% 0.16 $200.00–297.75 · VW $251.70i $178,421,000 SEC
2021   Q1 778,249 0.98 Buy 0.98 $189.61–285.00 · VW $231.92i $173,729,000 SEC
Price snapshot:
Current price$110.66
52-week low$77.05
52-week high$199.30