Egerton Capital (UK) LLP — AMPHENOL CORP APH: Quarterly 13F Position History
Egerton Capital (UK) LLP has reported AMPHENOL CORP (APH) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 2,871,353 shares ($362.8M market value, 4.03% of the equity book). Quarter-over-quarter share count change: 836,558 (-22.6%) .
- 2,871,353Shares Held (Latest Filing)
- $362.8MReported Market Value (Latest Filing)
- 4.03%Portfolio Weight (% of 13F Equity Book)
- 836,558Quarter-over-Quarter Share Change
- -$138.3MQuarter-over-Quarter Value Change
- 3,823,422Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,871,353 | 836,558 | -22.6% | $362.8M | 4.03% | $126.35 |
| Q4 2025 | 3,707,911 | 115,511 | -3.0% | $501.1M | 5.45% | $135.14 |
| Q3 2025 | 3,823,422 | +654,949 | +20.7% | $473.1M | 4.99% | $123.75 |
| Q2 2025 | 3,168,473 | +1,405,850 | +79.8% | $312.9M | 3.21% | $98.75 |
| Q1 2025 | 1,762,623 | — | — | $115.6M | 1.33% | $65.59 |
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 CORP (APH) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 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 Q4 2025 and Q1 2026, Egerton Capital (UK) LLP reduced its APH position by 836,558 shares (-22.6%), leaving 2,871,353 shares at a market value of $362.8M.
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.