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  Amazon.com Inc. (AMZN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,363,334 5.46 Reduce 59.89% 8.85 $208.27 $492,211,572 SEC
2025   Q4 5,892,496 14.78 Add 45.38% 4.61 $230.82 $1,360,105,927 SEC
2025   Q3 4,053,249 9.39 Add 21.45% 1.66 $219.57 $889,971,883 SEC
2025   Q2 3,337,385 7.51 Reduce 20.95% 1.94 $219.39 $732,188,895 SEC
2025   Q1 4,221,867 9.27 Add 75.32% 3.98 $190.26 $803,252,415 SEC
2024   Q4 2,408,143 6.11 Reduce 21.51% 1.24 $219.39 $528,322,493 SEC
2024   Q3 3,068,090 5.77 Reduce 21.24% 1.61 $186.33 $571,677,210 SEC
2024   Q2 3,895,405 7.60 Reduce 21.97% 1.91 $193.25 $752,787,016 SEC
2024   Q1 4,992,216 8.70 Add 7.38% 0.60 $180.38 $900,495,922 SEC
2023   Q4 4,649,234 7.65 Add 826.28% 6.82 $151.94 $706,404,614 SEC
2023   Q3 501,926 0.74 Buy 0.74 $127.12 $63,804,833 SEC
2022   Q4 0 0.00 Sell 100.00% 2.77 SEC
2022   Q3 2,787,947 2.77 Buy 2.77 $113.00 $315,038,000 SEC
2022   Q2 0 0.00 Sell 100.00% 7.19 SEC
2022   Q1 7,398,400 7.19 Add 32.16% 1.75 $163.00 $1,205,921,000 SEC
2021   Q4 5,598,240 4.82 Add 106.74% 2.49 $166.72 $933,322,000 SEC
2021   Q3 2,707,900 2.32 Reduce 63.19% 4.30 $164.25 $444,778,000 SEC
2021   Q2 7,355,880 6.80 Add 23.40% 1.29 $172.01 $1,265,270,000 SEC
2021   Q1 5,960,840 5.21 Add 22.70% 0.96 $154.70 $922,166,000 SEC
2020   Q4 4,857,940 4.78 Add 7.50% 0.33 $162.85 $791,099,000 SEC
2020   Q3 4,518,860 4.67 Reduce 47.41% 4.44 $157.44 $711,434,000 SEC
2020   Q2 8,592,980 9.36 Reduce 0.38% 0.04 $137.94 $1,185,324,000 SEC
2020   Q1 8,625,940 9.37 Buy 9.37 $97.49 $840,908,000 SEC
2019   Q4 0 0.00 Sell 100.00% 2.01 SEC
2019   Q3 3,047,600 2.01 Buy 2.01 $86.80 $264,518,000 SEC