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  PayPal Holdings Inc. (PYPL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 2.01 SEC
2021   Q3 1,478,478 2.01 Reduce 1.48% 0.03 $260.21 $384,715,000 SEC
2021   Q2 1,500,614 2.35 Add 0.44% 0.01 $291.48 $437,399,000 SEC
2021   Q1 1,494,090 2.05 Reduce 49.24% 2.05 $242.84 $362,825,000 SEC
2020   Q4 2,943,394 4.16 Reduce 20.90% 1.01 $234.20 $689,343,000 SEC
2020   Q3 3,721,145 4.82 Reduce 0.20% 0.01 $197.03 $733,177,000 SEC
2020   Q2 3,728,605 5.13 Buy 5.13 $174.23 $649,635,000 SEC