John Armitage's Egerton Capital holds 4.71M shares of Amazon.com Inc (AMZN) worth about $1.17B as of September 30, 2026, according to the 13F-HR filed with the SEC on October 20, 2026. The position is 11.96% of the reported portfolio, the 2nd largest of 23 stock positions. John Armitage added 32% to the share count in 2026 Q3.
What did the 2026 Q3 filing report for AMZN?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Value | |
|---|---|
| Portfolio weight | 11.96% |
| Shares | 4.71M |
| Reported value | $1.17B |
| Rank in portfolio | 2nd of 23 |
| Largest holding | V at 14.93% |
| Top three holdings | 36.08% of the book |
| Change this quarter | +32% shares |
How concentrated is John Armitage in AMZN?
AMZN at 11.96% is 2.8 times the average stock position in the John Armitage portfolio, which is 4%. The largest holding is V at 14.93%. The three largest stocks together are 36.08% of the reported book. A quarter earlier AMZN was 8.23% of the book.
Where does AMZN sit in the John Armitage portfolio?
AMZN ranks 2nd of 23 stock positions in the John Armitage portfolio at 11.96%, above the fund's average stock position of 4%. The AMZN addition was the 3rd largest of the quarter's 27 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% 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 added to the position by 51%. Every reported trade is on the John Armitage AMZN trade history page.
FAQ
What share of the John Armitage portfolio is AMZN?
AMZN is 11.96% of the John Armitage portfolio as of 2026 Q3, the 2nd largest of 23 stock positions.
What is the AMZN stake of John Armitage worth?
John Armitage holds 4.71M shares of AMZN, worth about $1.17B at September 30, 2026 prices, 11.96% of the reported portfolio.
What are the largest holdings of John Armitage?
The largest stock positions of John Armitage as of 2026 Q3 are V (14.93%), AMZN (11.96%) and APH (9.19%), together 36.08% of the book.
Did John Armitage's Egerton Capital change its AMZN position in 2026 Q3?
John Armitage added 32% to the share count in 2026 Q3.