Steve Mandel's APH Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 223,084 shares of Amphenol Corporation (APH) worth $28.19 M, representing 0.22% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Steve Mandel has maintained this position in APH for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q1 2026, reducing 2.59 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Amphenol Corporation (APH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amphenol Corporation (APH) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2.59 M | Reduce 92.06% | 223,084 | $126.35 |
| Q4 2025 | -213,458 | Reduce 7.06% | 2.81 M | $135.14 |
| Q3 2025 | +3.02 M | New Buy | 3.02 M | $123.75 |
Steve Mandel's Amphenol Corporation Investment FAQs
Steve Mandel first purchased Amphenol Corporation (APH) in Q3 2025, acquiring 3,023,231 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Amphenol Corporation (APH) for 3 quarters since Q3 2025.
Steve Mandel's largest addition to Amphenol Corporation (APH) was in Q3 2025, adding 3,023,231 shares worth $374.12 M.
According to the latest 13F filing for Q1 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 223,084 shares of Amphenol Corporation (APH), valued at approximately $28.19 M.
As of the Q1 2026 filing, Amphenol Corporation (APH) represents approximately 0.22% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Amphenol Corporation (APH) was 3,023,231 shares, as reported at the end of Q3 2025.