John Armitage
Egerton Capital
John Armitage NVIDIA Corp stake
total: 222
Egerton Capital NVDA trades
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 3,417,950 NVIDIA Corp (NVDA) shares with a market value of roughly $683.90M accounting for 6.61% of the overall portfolio. To date, the estimated cost basis is nearly $179.98 for "buy" trades. Egerton Capital first purchased NVDA in 2016 Q1, initially acquiring about 125.37M shares. John Armitage later completely sold out the position and invested in NVIDIA Corp again in 2026 Q1. Since the initial investment in NVIDIA Corp (NVDA), Egerton Capital has made 6 more transactions.
When did John Armitage buy NVIDIA Corp (NVDA)?
John Armitage first invested in NVIDIA Corp (NVDA) in 2016 Q1 at the reported quarter-end price of $0.89 per share.
What's the cost basis of Egerton Capital's NVDA stake?
The estimated cost basis for NVIDIA Corp (NVDA) stake is around $179.98 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $179.98
John Armitage's historical trades in NVIDIA Corp
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
6.61%
|
3,417,950
|
$200.09
|
$683,897,616
|
+27.77% (+742,932)
|
+1.44%
|
|
2026 Q1
|
5.18%
|
2,675,018
|
$174.40
|
$466,523,139
|
new
|
+5.18%
|
|
2017 Q1
|
0.00%
|
$2.67
|
-100% (-32,284,720)
|
|||
|
2016 Q4
|
1.05%
|
$2.67
|
-61.32% (-51,170,760)
|
|||
|
2016 Q3
|
1.62%
|
$1.71
|
-56.09% (-106,589,160)
|
|||
|
2016 Q2
|
2.51%
|
$1.18
|
+51.58% (+64,672,640)
|
|||
|
2016 Q1
|
1.06%
|
$0.89
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.