John Armitage's Egerton Capital bought 3.99M shares more of Amphenol Corp (APH) in 2026 Q2, according to the 13F-HR filed with the SEC on July 21, 2026, a 69% increase in the share count. John Armitage now holds 9.73M shares worth about $858.1M, 8.29% of the portfolio against 4.03% a quarter earlier.
What did the 2026 Q2 filing report for APH?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 5.74M | 9.73M |
| Shares added | +3.99M (69%) | |
| Reported value | $362.8M | $858.1M |
| Portfolio weight | 4.03% | 8.29% |
| Rank in portfolio | 3rd of 23 |
How much did John Armitage add to APH?
John Armitage added 3.99M shares of APH during 2026 Q2, taking the stake from 5.74M to 9.73M. The reported value of the position rose by about $495.3M, from about $362.8M to about $858.1M.
Where does APH sit in the John Armitage portfolio?
APH ranks 3rd of 23 stock positions in the John Armitage portfolio at 8.29%, above the fund's average stock position of 4%. The APH addition was the 6th largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held APH?
John Armitage first reported APH in the quarter ended March 31, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund had cut the position by 23%, so the add reverses the prior move. Every reported trade is on the John Armitage APH trade history page.
Did other funds buy or sell APH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 2 hold APH. Of those, 1 added to the position this quarter and none trimmed it. The largest buyer of APH this quarter was Eric H. Schoenstein. The largest seller was Stephen Mandel. Every tracked holder of APH is on the APH ownership page.
FAQ
How many APH shares did John Armitage buy in 2026 Q2?
John Armitage added 3.99M shares of APH, a 69% increase, to 9.73M shares.
What is the APH position of John Armitage worth now?
The APH position of John Armitage is worth about $858.1M at June 30, 2026 prices, 8.29% of the portfolio.
Is APH a top holding of John Armitage?
APH ranks 3rd of 23 stock positions in the John Armitage portfolio, at 8.29%.
Did other funds add to APH in 2026 Q2?
Among the 2 other tracked funds that hold APH, 1 added to it in 2026 Q2 and none trimmed it.