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  Yandex N V (NBIS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.19 SEC
2021   Q3 2,871,515 1.19 Reduce 11.64% 0.14 $79.69 $228,831,000 SEC
2021   Q2 3,249,911 1.24 Reduce 36.03% 0.66 $70.75 $229,931,000 SEC
2021   Q1 5,080,157 1.84 Add 8.05% 0.14 $64.06 $325,435,000 SEC
2020   Q4 4,701,472 1.98 Reduce 7.44% 0.16 $69.58 $327,128,000 SEC
2020   Q3 5,079,500 2.18 Reduce 6.79% 0.15 $65.25 $331,437,000 SEC
2020   Q2 5,449,768 2.15 Reduce 22.49% 0.60 $50.02 $272,597,000 SEC
2020   Q1 7,030,735 2.67 Reduce 22.79% 0.68 $34.05 $239,397,000 SEC
2019   Q4 9,106,091 2.98 Buy 2.98 $43.49 $396,024,000 SEC