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  Sea Ltd (SE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.06 SEC
2021   Q3 639,298 1.06 Reduce 1.61% 0.02 $318.73 $203,763,000 SEC
2021   Q2 649,749 0.96 Reduce 16.51% 0.16 $274.60 $178,421,000 SEC
2021   Q1 778,249 0.98 Buy 0.98 $223.23 $173,729,000 SEC