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  Shopify Inc. (SHOP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.98 SEC
2021   Q4 418,842 2.98 Add 29.84% 0.68 $1,377.39 $576,909,000 SEC
2021   Q3 322,584 2.28 Add 67.55% 0.92 $1,355.78 $437,353,000 SEC
2021   Q2 192,526 1.51 Add 81.87% 0.68 $1,460.98 $281,277,000 SEC
2021   Q1 105,858 0.66 Reduce 38.15% 0.45 $1,106.50 $117,132,000 SEC
2020   Q4 171,150 1.17 Buy 1.17 $1,131.95 $193,733,000 SEC