John Armitage - Egerton Capital (UK)
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  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,363,334 5.46 Reduce 59.89% 8.85 $196.00–248.94 · VW $220.27i $492,211,572 SEC
2025   Q4 5,892,496 14.78 Add 45.38% 4.61 $211.03–258.60 · VW $234.02i $1,360,105,927 SEC
2025   Q3 4,053,249 9.39 Add 21.45% 1.66 $211.42–238.85 · VW $226.37i $889,971,883 SEC
2025   Q2 3,337,385 7.51 Reduce 20.95% 1.94 $161.38–223.82 · VW $196.80i $732,188,895 SEC
2025   Q1 4,221,867 9.27 Add 75.32% 3.98 $184.40–242.52 · VW $213.55i $803,252,415 SEC
2024   Q4 2,408,143 6.11 Reduce 21.51% 1.24 $180.25–233.00 · VW $204.97i $528,322,493 SEC
2024   Q3 3,068,090 5.77 Reduce 21.24% 1.61 $151.61–201.20 · VW $181.64i $571,677,210 SEC
2024   Q2 3,895,405 7.60 Reduce 21.97% 1.91 $166.32–199.84 · VW $182.18i $752,787,016 SEC
2024   Q1 4,992,216 8.70 Add 7.38% 0.60 $144.05–181.70 · VW $166.22i $900,495,922 SEC
2023   Q4 4,649,234 7.65 Add 826.28% 6.82 $118.35–155.63 · VW $139.57i $706,404,614 SEC
2023   Q3 501,926 0.74 Buy 0.74 $123.04–145.86 · VW $133.46i $63,804,833 SEC
2022   Q4 0 0.00 Sell 100.00% 2.77 $81.69–123.00 · VW $96.68i SEC
2022   Q3 2,787,947 2.77 Buy 2.77 $105.85–146.57 · VW $126.59i $315,038,000 SEC
2022   Q2 0 0.00 Sell 100.00% 7.19 $101.26–168.39 · VW $120.63i SEC
2022   Q1 7,398,400 7.19 Add 32.16% 1.75 $133.57–171.40 · VW $153.28i $1,205,921,000 SEC
2021   Q4 5,598,240 4.82 Add 106.74% 2.49 $158.81–188.11 · VW $171.28i $933,322,000 SEC
2021   Q3 2,707,900 2.32 Reduce 63.19% 4.30 $158.79–188.65 · VW $170.53i $444,778,000 SEC
2021   Q2 7,355,880 6.80 Add 23.40% 1.29 $155.78–177.70 · VW $167.24i $1,265,270,000 SEC
2021   Q1 5,960,840 5.21 Add 22.70% 0.96 $144.05–171.70 · VW $157.50i $922,166,000 SEC
2020   Q4 4,857,940 4.78 Add 7.50% 0.33 $147.51–174.81 · VW $159.42i $791,099,000 SEC
2020   Q3 4,518,860 4.67 Reduce 47.41% 4.44 $137.70–177.61 · VW $159.43i $711,434,000 SEC
2020   Q2 8,592,980 9.36 Reduce 0.38% 0.04 $94.46–139.80 · VW $121.49i $1,185,324,000 SEC
2020   Q1 8,625,940 9.37 Buy 9.37 $81.30–109.30 · VW $95.54i $840,908,000 SEC
2019   Q4 0 0.00 Sell 100.00% 2.01 $84.25–95.07 · VW $89.41i SEC
2019   Q3 3,047,600 2.01 Buy 2.01 $85.46–101.79 · VW $91.63i $264,518,000 SEC
Price snapshot:
Current price$247.31
Avg. buy price$193.93
+/- since buy27.53%
52-week low$196.00
52-week high$278.56