Egerton Capital (UK)’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$858M Buy
9,733,376
+3,990,670
+69% +$288M 8.29% 3
2026
Q1
$363M Sell
5,742,706
-1,673,116
-23% -$118M 4.03% 10
2025
Q4
$501M Sell
7,415,822
-231,022
-3% -$15.5M 5.45% 6
2025
Q3
$473M Buy
7,646,844
+1,309,898
+21% +$71.9M 4.99% 8
2025
Q2
$313M Buy
6,336,946
+2,811,700
+80% +$115M 3.21% 16
2025
Q1
$116M Buy
+3,525,246
New +$120M 1.33% 23

Other funds holding APH

Egerton Capital (UK)'s APH Position: Q2 2026 in Review

Egerton Capital (UK) increased its Amphenol (APH) stake by 69% in Q2 2026, buying an estimated $288M and bringing the position to 9,733,376 shares worth $858M. The position accounts for 8.29% of the portfolio, ranked #3.

Egerton Capital (UK) first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Egerton Capital (UK) held 9,733,376 shares of Amphenol worth $858M as of Q2 2026.
  • Egerton Capital (UK) bought 3,990,670 Amphenol shares in Q2 2026, an estimated $288M.
  • Amphenol made up 8.29% of Egerton Capital (UK)'s portfolio in Q2 2026, its #3 holding.
  • Egerton Capital (UK) first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.