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  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 3.03 $415.60–565.86 · VW $492.41i SEC
2023   Q2 562,479 3.03 Add 426.91% 2.45 $503.31–580.09 · VW $546.83i $293,473,418 SEC
2023   Q1 106,751 0.78 Buy 0.78 $498.50–593.17 · VW $533.38i $61,528,074 SEC
2020   Q1 0 0.00 Sell 100.00% 2.29 $250.21–351.86 · VW $317.09i SEC
2019   Q4 934,456 2.29 Add 196.31% 1.52 $284.83–342.26 · VW $305.96i $303,577,000 SEC
2019   Q3 315,359 0.70 Reduce 7.25% 0.06 $270.33–316.03 · VW $300.10i $91,855,000 SEC
2019   Q2 339,993 0.78 Buy 0.78 $264.30–305.45 · VW $285.60i $99,849,000 SEC
Price snapshot:
Current price$528.51
52-week low$401.89
52-week high$642.71