Egerton Capital (UK) LLP: AMPHENOL (APH): Quarterly 13F Position History
As of Q2 2026, Egerton Capital (UK) LLP reported 4,866,688 shares of AMPHENOL (APH), worth $858.1M and representing 8.3% of its 13F equity book. Quarter-over-quarter share count change: + 1,995,335 (+69.5%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 4,866,688Shares Held (Latest Filing)
- $858.1MReported Market Value (Latest Filing)
- 8.3%Portfolio Weight (% of 13F Equity Book)
- +1,995,335Quarter-over-Quarter Share Change
- +$495.3MQuarter-over-Quarter Value Change
- 4,866,688Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,866,688 | +1,995,335 | +69.5% | $858.1M | 8.3% | $176.3 |
| Q1 2026 | 2,871,353 | 836,558 | -22.6% | $362.8M | 4.0% | $126.3 |
| Q4 2025 | 3,707,911 | 115,511 | -3.0% | $501.1M | 5.4% | $135.1 |
| Q3 2025 | 3,823,422 | +654,949 | +20.7% | $473.1M | 5.0% | $123.8 |
| Q2 2025 | 3,168,473 | +1,405,850 | +79.8% | $312.9M | 3.2% | $98.8 |
| Q1 2025 | 1,762,623 | — | — | $115.6M | 1.3% | $65.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Egerton Capital (UK) LLP first disclose a APH position in 13F-HR filings?
Egerton Capital (UK) LLP first reported AMPHENOL (APH) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Egerton Capital (UK) LLP's most recent quarter-over-quarter share-count change in APH?
Between Q1 2026 and Q2 2026, Egerton Capital (UK) LLP added 1,995,335 shares of APH (+69.5%), bringing the total reported position to 4,866,688 shares at a market value of $858.1M.
Does the implied price-per-share represent Egerton Capital (UK) LLP's cost basis in APH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.