APH
Amphenol Corp
Amphenol Corp historical holders
total: 7
Lone Pine Capital Amphenol Corp transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Stephen Mandel has been an institutional investor in Amphenol Corp (APH) since 2025 Q3. According to 2026 Q1 report, Stephen Mandel holds 223,084 shares with a market value of roughly $28.19M representing 0.22% of their equity portfolio. The fund/company first acquired APH in 2025 Q3, initially purchasing about 3.02M shares. Since the initial investment, Lone Pine Capital has made 2 more transactions in this position.
Does Stephen Mandel still hold APH?
Yes, Stephen Mandel continues to hold Amphenol Corp (APH). According to their 2026 Q1 report, they maintain a position of 223,084 shares valued at approximately $28.19M, representing 0.22% of their equity portfolio.
When did Stephen Mandel first invest in APH?
Stephen Mandel first invested in Amphenol Corp (APH) in 2025 Q3 at the reported quarter-end price of $123.75 per share, acquiring 3,023,231 shares in their initial purchase.
What is Stephen Mandel's average cost basis for APH?
Based on historical transaction data, Stephen Mandel's estimated cost basis for Amphenol Corp (APH) is approximately $123.75 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $123.75
- Weighted AVG sell price:
- $127.02
APH transactions history by Lone Pine Capital
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.22%
|
223,084
|
$126.35
|
$28,186,663
|
-92.06% (-2,586,689)
|
-2.4%
|
|
2025 Q4
|
2.79%
|
2,809,773
|
$135.14
|
$379,712,723
|
-7.06% (-213,458)
|
-0.21%
|
|
2025 Q3
|
2.72%
|
3,023,231
|
$123.75
|
$374,124,836
|
new
|
+2.72%
|
* 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.