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  Thermo Fisher Scientific (TMO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 3.03 SEC
2023   Q2 562,479 3.03 Add 426.91% 2.45 $521.75 $293,473,418 SEC
2023   Q1 106,751 0.78 Buy 0.78 $576.37 $61,528,074 SEC
2020   Q1 0 0.00 Sell 100.00% 2.29 SEC
2019   Q4 934,456 2.29 Add 196.31% 1.52 $324.87 $303,577,000 SEC
2019   Q3 315,359 0.70 Reduce 7.25% 0.06 $291.27 $91,855,000 SEC
2019   Q2 339,993 0.78 Buy 0.78 $293.68 $99,849,000 SEC