John Armitage - Egerton Capital (UK) LLP
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  Analog Devices (ADI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 2.43 SEC
2023   Q2 1,209,635 2.43 Reduce 32.67% 1.46 $194.81 $235,648,994 SEC
2023   Q1 1,796,504 4.48 Reduce 8.74% 0.28 $197.22 $354,306,519 SEC
2022   Q4 1,968,657 3.20 Reduce 50.90% 2.50 $164.03 $322,918,808 SEC
2022   Q3 4,009,625 4.91 Reduce 10.00% 0.50 $139.34 $558,701,000 SEC
2022   Q2 4,455,057 5.00 Add 19.48% 0.82 $146.09 $650,839,000 SEC
2022   Q1 3,728,676 3.67 Add 19.72% 0.60 $165.18 $615,903,000 SEC
2021   Q4 3,114,499 2.83 Reduce 2.15% 0.06 $175.77 $547,435,000 SEC
2021   Q3 3,182,952 2.78 Add 75.92% 1.20 $167.48 $533,081,000 SEC
2021   Q2 1,809,269 1.67 Add 143.80% 0.99 $172.16 $311,484,000 SEC
2021   Q1 742,123 0.65 Reduce 5.63% 0.04 $155.08 $115,088,000 SEC
2020   Q4 786,400 0.70 Buy 0.70 $147.73 $116,175,000 SEC