John Armitage - Egerton Capital (UK)
Holding/activity history for Amphenol Corp. (APH)
← All APH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,871,353 | 4.03 | Reduce 22.56% | 1.23 | $118.24–167.04 · VW $139.55i | $362,795,452 | SEC |
| 2025 Q4 | 3,707,911 | 5.45 | Reduce 3.02% | 0.15 | $120.04–144.37 · VW $135.22i | $501,087,093 | SEC |
| 2025 Q3 | 3,823,422 | 4.99 | Add 20.67% | 0.85 | $95.19–126.06 · VW $110.39i | $473,148,473 | SEC |
| 2025 Q2 | 3,168,473 | 3.21 | Add 79.76% | 1.42 | $56.45–99.01 · VW $83.37i | $312,886,709 | SEC |
| 2025 Q1 | 1,762,623 | 1.33 | Buy | 1.33 | $60.01–79.39 · VW $68.13i | $115,610,443 | SEC |
Price snapshot:
Current price$155.99
Avg. buy price$87.75
+/- since buy77.78%
52-week low$94.55
52-week high$178.52