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  Taiwan Semiconductor (TSM)
← All TSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.09 $59.43–83.63 · VW $72.17i SEC
2022   Q3 3,460,517 2.09 Reduce 27.40% 0.82 $67.74–91.94 · VW $81.17i $237,253,000 SEC
2022   Q2 4,766,302 2.99 Buy 2.99 $80.12–105.95 · VW $92.00i $389,645,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.22 $80.61–109.70 · VW $95.16i SEC
2020   Q3 421,953 0.22 Buy 0.22 $56.76–86.79 · VW $77.08i $34,208,000 SEC
Price snapshot:
Current price$421.58
52-week low$221.25
52-week high$479.00