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  First Solar Inc. (FSLR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.88 SEC
2024   Q3 348,161 0.88 Reduce 50.95% 0.83 $249.44 $86,845,280 SEC
2024   Q2 709,838 1.62 Buy 1.62 $225.46 $160,040,075 SEC