John Armitage - Egerton Capital (UK) LLP

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 Vertex Pharmaceuticals Inc. (VRTX)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2024 Q4	0	0.00	Sell 100.00%	0.58	$377.85–519.88 · VW $451.80i		SEC
2024 Q3	124,045	0.58	Buy	0.58	$456.07–510.64 · VW $483.79i	$57,690,849	SEC

Price snapshot:

Current price$480.25

52-week low$362.50

52-week high$533.67