John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Amphenol Corp. (APH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,871,353 4.03 Reduce 22.56% 1.23 $126.35 $362,795,452 SEC
2025   Q4 3,707,911 5.45 Reduce 3.02% 0.15 $135.14 $501,087,093 SEC
2025   Q3 3,823,422 4.99 Add 20.67% 0.85 $123.75 $473,148,473 SEC
2025   Q2 3,168,473 3.21 Add 79.76% 1.42 $98.75 $312,886,709 SEC
2025   Q1 1,762,623 1.33 Buy 1.33 $65.59 $115,610,443 SEC