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  QUALCOMM Inc. (QCOM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 4.25 SEC
2014   Q1 3,473,163 4.25 Reduce 28.17% 1.53 $78.86 $273,894,000 SEC
2013   Q4 4,835,385 5.42 Add 24.25% 1.06 $74.25 $359,027,000 SEC
2013   Q3 3,891,601 4.79 $67.32 $261,983,000 SEC