John Armitage's APH Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 3.8M shares of Amphenol Corporation (APH) worth $473.15 M, representing 4.99% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, John Armitage has maintained this position in APH for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.4M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Amphenol Corporation (APH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amphenol Corporation (APH) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +1.76 M | New Buy | 1.76 M | $65.59 |
| Q2 2025 | +1.41 M | Add 79.76% | 3.17 M | $98.75 |
| Q3 2025 | +654,949 | Add 20.67% | 3.82 M | $123.75 |
John Armitage's Amphenol Corporation Investment FAQs
John Armitage first purchased Amphenol Corporation (APH) in Q1 2025, acquiring 1,762,623 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Amphenol Corporation (APH) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Amphenol Corporation (APH) was in Q1 2025, adding 1,762,623 shares worth $115.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 3,823,422 shares of Amphenol Corporation (APH), valued at approximately $473.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amphenol Corporation (APH) represents approximately 4.99% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Amphenol Corporation (APH) was 3,823,422 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.