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  Equinix Inc. (EQIX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 2.37 SEC
2017   Q4 576,694 2.37 Add 18.38% 0.37 $453.22 $261,369,000 SEC
2017   Q3 487,173 1.98 Add 151.99% 1.19 $446.30 $217,425,000 SEC
2017   Q2 193,331 0.85 Buy 0.85 $429.16 $82,970,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.93 SEC
2016   Q2 212,788 0.93 Reduce 4.16% 0.03 $387.73 $82,504,000 SEC
2016   Q1 222,027 0.74 Add 67.33% 0.30 $330.71 $73,427,000 SEC
2015   Q4 132,692 0.44 Add 4.59% 0.02 $302.40 $40,126,000 SEC
2015   Q3 126,873 0.41 Buy 0.41 $273.40 $34,687,000 SEC
2015   Q2 0 0.00 Sell 100.00% 3.01 SEC
2015   Q1 871,904 3.01 Buy 3.01 $232.85 $203,023,000 SEC