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  Eli Lilly & Co. (LLY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 4.70 SEC
2025   Q1 492,808 4.70 Add 75.39% 2.02 $825.91 $407,015,055 SEC
2024   Q4 280,981 2.51 Buy 2.51 $772.00 $216,917,332 SEC