John Armitage's Egerton Capital bought 1.21M shares more of Amazon.com Inc (AMZN) in 2026 Q2, according to the 13F-HR filed with the SEC on July 21, 2026, a 51% increase in the share count. John Armitage now holds 3.57M shares worth about $851.7M, 8.23% of the portfolio against 5.46% a quarter earlier.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.36M | 3.57M |
| Shares added | +1.21M (51%) | |
| Reported value | $492.2M | $851.7M |
| Portfolio weight | 5.46% | 8.23% |
| Rank in portfolio | 4th of 23 |
How much did John Armitage add to AMZN?
John Armitage added 1.21M shares of AMZN during 2026 Q2, taking the stake from 2.36M to 3.57M. The reported value of the position rose by about $359.5M, from about $492.2M to about $851.7M.
Where does AMZN sit in the John Armitage portfolio?
AMZN ranks 4th of 23 stock positions in the John Armitage portfolio at 8.23%, above the fund's average stock position of 4%. The AMZN addition was the 8th largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held AMZN?
John Armitage first reported AMZN in the quarter ended September 30, 2019. The fund sold out of the name in 2022 Q4 and came back in 2023 Q3. The weight peaked at 14.78% in 2025 Q4. Last quarter the fund had cut the position by 60%, so the add reverses the prior move. Every reported trade is on the John Armitage AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 29 hold AMZN. Of those, 10 added to the position this quarter and 18 trimmed it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Lewis Sanders, Eagle Capital Management and Bill Ackman. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
How many AMZN shares did John Armitage buy in 2026 Q2?
John Armitage added 1.21M shares of AMZN, a 51% increase, to 3.57M shares.
What is the AMZN position of John Armitage worth now?
The AMZN position of John Armitage is worth about $851.7M at June 30, 2026 prices, 8.23% of the portfolio.
Is AMZN a top holding of John Armitage?
AMZN ranks 4th of 23 stock positions in the John Armitage portfolio, at 8.23%.
Did other funds add to AMZN in 2026 Q2?
Among the 29 other tracked funds that hold AMZN, 10 added to it in 2026 Q2 and 18 trimmed it.