Egerton Capital APH trades
John Armitage
John Armitage Amphenol Corp stake
total: 222
Trades details
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 9,733,376 Amphenol Corp (APH) shares with a market value of roughly $858.09M accounting for 8.29% of the overall portfolio. To date, the estimated cost basis is nearly $59.06 for "buy" trades and estimated average "sell" price is $63.71. Egerton Capital first purchased APH in 2025 Q1, initially acquiring about 3.53M shares. Since the initial investment in Amphenol Corp (APH), Egerton Capital has made 5 more transactions.
When did John Armitage buy Amphenol Corp (APH)?
John Armitage first invested in Amphenol Corp (APH) in 2025 Q1 at the reported quarter-end price of $32.80 per share.
What's the cost basis of Egerton Capital's APH stake?
The estimated cost basis for Amphenol Corp (APH) stake is around $59.06 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $59.06
- Weighted AVG sell price:
- $63.71
John Armitage's historical trades in Amphenol Corp
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
8.29%
|
9,733,376
|
$88.16
|
$858,094,428
|
+69.49% (+3,990,670)
|
+3.4%
|
|
2026 Q1
|
4.03%
|
5,742,706
|
$63.18
|
$362,795,452
|
-22.56% (-1,673,116)
|
-1.15%
|
|
2025 Q4
|
5.45%
|
7,415,822
|
$67.57
|
$501,087,093
|
-3.02% (-231,022)
|
-0.16%
|
|
2025 Q3
|
4.99%
|
7,646,844
|
$61.88
|
$473,148,473
|
+20.67% (+1,309,898)
|
+0.85%
|
|
2025 Q2
|
3.21%
|
6,336,946
|
$49.38
|
$312,886,709
|
+79.76% (+2,811,700)
|
+1.42%
|
|
2025 Q1
|
1.33%
|
3,525,246
|
$32.80
|
$115,610,443
|
new
|
+1.33%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.