In a recent SEC filing from October 20, 2026, John Armitage's Egerton Capital revealed a significant increase in its Amazon (AMZN) holdings. The filing, which reflects the firm's portfolio as of September 30, 2026, shows a 31.92% increase in their stake, bringing the total to 4.71 million shares. This move elevates Amazon to nearly 12% of Egerton's reported portfolio. The value of this position is now estimated at $1.17 billion.
This quarterly disclosure offers a delayed look into the firm's trading activity. Egerton Capital is known for its fundamental, research-intensive approach to investing in global equities. The increased position in Amazon occurred during the third quarter, ahead of the company's anticipated earnings announcement on October 29, 2026.