Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Amphenol Corp. (APH)
← All APH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 223,084 0.22 Reduce 92.06% 2.57 $118.24–167.04 · VW $139.55i $28,186,663 SEC
2025   Q4 2,809,773 2.79 Reduce 7.06% 0.19 $120.04–144.37 · VW $135.22i $379,712,723 SEC
2025   Q3 3,023,231 2.72 Buy 2.72 $95.19–126.06 · VW $110.39i $374,124,836 SEC
2011   Q2 0 0.00 Sell 100.00% 0.38 $6.18–7.17 · VW $6.73i SEC
2011   Q1 6,209,584 0.38 Reduce 84.65% 2.11 $6.32–7.39 · VW $6.95i $42,217,000 SEC
2010   Q4 40,440,632 2.49 $6.60 $266,807,000 SEC
2010   Q3 40,440,632 3.28 Add 1.75% 0.06 $4.80–6.25 · VW $5.49i $247,598,000 SEC
2010   Q2 39,746,616 2.80 Add 17.21% 0.41 $4.80–5.98 · VW $5.38i $195,156,000 SEC
2010   Q1 33,910,376 1.77 Buy 1.77 $4.72–5.88 · VW $5.28i $178,835,000 SEC
Price snapshot:
Current price$155.99
Avg. buy price$123.75
+/- since buy26.05%
52-week low$94.55
52-week high$178.52