Amphenol Corp. (APH)
| Sector: | Information Technology |
| Super Investor Stats: | |
| Ownership count: | 7 |
| Ownership rank: | 74 |
| % of all portfolios: | 0.164% |
| Hold Price * : | $88.15 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q3  2026 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 7.82% | 478 | 0.00 | |
| Q2  2026 | |||||
| ≡ | Jensen Investment Management | Add 172.74% | 778,594 | 1.67 | |
| ≡ | John Armitage - Egerton Capital | Add 69.49% | 3,990,670 | 3.40 | |
| ≡ | Arnold Van Den Berg - Century Management | Buy | 43,290 | 0.81 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 12,846 | 0.01 | |
| ≡ | Torray Funds | Reduce 6.18% | 7,800 | 0.10 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 446,168 | 0.22 | |
| Q1  2026 | |||||
| ≡ | Wallace Weitz - Weitz Investment Management | Buy | 18,400 | 0.08 | |
| ≡ | Torray Funds | Reduce 1.51% | 1,936 | 0.02 | |
| ≡ | Jensen Investment Management | Reduce 2.22% | 10,250 | 0.01 | |
| ≡ | John Armitage - Egerton Capital | Reduce 22.56% | 1,673,116 | 1.17 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 92.06% | 5,173,378 | 2.55 | |
| Q4  2025 | |||||
| ≡ | John Armitage - Egerton Capital | Reduce 3.02% | 231,022 | 0.17 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 7.06% | 426,916 | 0.21 | |
| ≡ | Torray Funds | Reduce 21.54% | 35,196 | 0.37 | |
| ≡ | Jensen Investment Management | Reduce 73.49% | 1,277,952 | 1.36 | |
| Q3  2025 | |||||
| ≡ | John Armitage - Egerton Capital | Add 20.67% | 1,309,898 | 0.85 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 6,046,462 | 2.72 | |
| ≡ | Torray Funds | Reduce 15.20% | 29,288 | 0.25 | |
| ≡ | Jensen Investment Management | Reduce 66.71% | 3,485,090 | 2.69 | |
| Q2  2025 | |||||
| ≡ | John Armitage - Egerton Capital | Add 79.76% | 2,811,700 | 1.42 | |
| ≡ | Jensen Investment Management | Add 3.75% | 188,836 | 0.11 | |
| ≡ | Torray Funds | Reduce 6.97% | 14,434 | 0.10 | |
| Q1  2025 | |||||
| ≡ | John Armitage - Egerton Capital | Buy | 3,525,246 | 1.33 | |
| ≡ | Jensen Investment Management | Reduce 0.08% | 4,170 | 0.00 | |
| ≡ | Torray Funds | Reduce 1.91% | 4,032 | 0.02 | |
| Q4  2024 | |||||
| ≡ | Torray Funds | Add 1.49% | 3,102 | 0.02 | |
| ≡ | David Katz - Matrix Asset Advisors | Buy | 6,112 | 0.02 | |
| ≡ | Jensen Investment Management | Reduce 18.61% | 1,151,968 | 0.36 | |
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 3,200,000 | 1.41 | |
| Q3  2024 | |||||
| ≡ | Torray Funds | Reduce 0.00% | 6 | 0.00 | |
| ≡ | Jensen Investment Management | Reduce 21.98% | 1,743,768 | 0.48 | |
| ≡ | Daniel Loeb - Third Point | Reduce 42.86% | 2,400,000 | 1.06 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,815,070 | 1.16 | |
| ≡ | David Katz - Matrix Asset Advisors | Sell 100.00% | 6,112 | 0.02 | |
| Q2  2024 | |||||
| ≡ | Daniel Loeb - Third Point | Buy | 5,600,000 | 2.17 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 1,815,070 | 1.16 | |
| ≡ | David Katz - Matrix Asset Advisors | Buy | 6,112 | 0.02 | |
| ≡ | Torray Funds | Reduce 13.67% | 32,940 | 0.17 | |
| ≡ | Jensen Investment Management | Reduce 33.35% | 3,971,300 | 1.10 | |
| Q1  2024 | |||||
| ≡ | Torray Funds | Reduce 2.38% | 5,888 | 0.03 | |
| ≡ | Jensen Investment Management | Reduce 11.59% | 1,561,300 | 0.34 | |
| Q4  2023 | |||||
| ≡ | Torray Funds | Add 0.99% | 2,420 | 0.01 | |
| ≡ | Jensen Investment Management | Reduce 2.30% | 316,648 | 0.06 | |
| Q3  2023 | |||||
| ≡ | Jensen Investment Management | Reduce 0.86% | 119,340 | 0.02 | |
| ≡ | Torray Funds | Reduce 5.53% | 14,324 | 0.05 | |
| Q2  2023 | |||||
| ≡ | Jensen Investment Management | Add 0.97% | 133,772 | 0.02 | |
| ≡ | Torray Funds | Reduce 1.98% | 5,228 | 0.02 | |
| Q1  2023 | |||||
| ≡ | Torray Funds | Reduce 2.86% | 7,780 | 0.03 | |
| ≡ | Jensen Investment Management | Reduce 3.31% | 471,816 | 0.08 | |
| Q4  2022 | |||||
| ≡ | Jensen Investment Management | Add 23.12% | 2,674,528 | 0.40 | |
| ≡ | Torray Funds | Reduce 2.12% | 5,900 | 0.02 | |
| Q3  2022 | |||||
| ≡ | Jensen Investment Management | Add 23.98% | 2,237,260 | 0.33 | |
| ≡ | Torray Funds | Add 3.46% | 9,292 | 0.03 | |
| Q2  2022 | |||||
| ≡ | Jensen Investment Management | Add 26.71% | 1,966,844 | 0.26 | |
| ≡ | Torray Funds | Reduce 1.21% | 3,276 | 0.01 | |
| Q1  2022 | |||||
| ≡ | Jensen Investment Management | Add 0.94% | 68,660 | 0.01 | |
| ≡ | Torray Funds | Reduce 5.17% | 14,808 | 0.05 | |
| Q4  2021 | |||||
| ≡ | Jensen Investment Management | Reduce 0.70% | 51,080 | 0.01 | |
| ≡ | Torray Funds | Reduce 5.51% | 16,716 | 0.05 | |
| Q3  2021 | |||||
| ≡ | Jensen Investment Management | Add 1212.52% | 6,785,860 | 0.99 | |
| ≡ | Torray Funds | Reduce 1.50% | 4,616 | 0.01 | |
| Q2  2021 | |||||
| ≡ | Torray Funds | Reduce 0.67% | 2,084 | 0.01 | |
| ≡ | Jensen Investment Management | Reduce 1.59% | 9,032 | 0.00 | |
| Q1  2021 | |||||
| ≡ | Torray Funds | Add 0.89% | 2,748 | 0.01 | |
| ≡ | Jensen Investment Management | Reduce 5.79% | 34,928 | 0.00 | |
| Q4  2020 | |||||
| ≡ | Torray Funds | Reduce 5.14% | 16,632 | 0.04 | |
| ≡ | Jensen Investment Management | Reduce 89.91% | 5,379,016 | 0.71 | |
| Q3  2020 | |||||
| ≡ | Torray Funds | Add 0.81% | 2,608 | 0.01 | |
| ≡ | Jensen Investment Management | Reduce 0.82% | 49,320 | 0.01 | |
| Q2  2020 | |||||
| ≡ | Torray Funds | Add 2.47% | 7,752 | 0.02 | |
| ≡ | Jensen Investment Management | Reduce 0.53% | 32,320 | 0.00 | |
| Q1  2020 | |||||
| ≡ | Torray Funds | Add 0.09% | 296 | 0.00 | |
| ≡ | Jensen Investment Management | Reduce 18.89% | 1,412,312 | 0.14 | |
| Q4  2019 | |||||
| ≡ | Jensen Investment Management | Reduce 47.90% | 6,872,920 | 0.92 | |
| ≡ | Torray Funds | Reduce 75.95% | 988,760 | 2.31 | |
| Q3  2019 | |||||
| ≡ | Jensen Investment Management | Add 1.85% | 260,672 | 0.03 | |
| ≡ | Torray Funds | Reduce 2.53% | 33,736 | 0.04 | |
| Q2  2019 | |||||
| ≡ | Torray Funds | Reduce 4.29% | 59,880 | 0.07 | |
| ≡ | Jensen Investment Management | Reduce 21.27% | 3,805,392 | 0.52 | |
| Q1  2019 | |||||
| ≡ | Jensen Investment Management | Reduce 0.59% | 105,312 | 0.01 | |
| ≡ | Torray Funds | Reduce 2.41% | 34,480 | 0.04 | |
| Q4  2018 | |||||
| ≡ | Jensen Investment Management | Add 0.35% | 62,080 | 0.01 | |
| ≡ | Torray Funds | Reduce 3.62% | 53,640 | 0.06 | |
| Q2  2011 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 12,419,168 | 0.35 | |
| Q1  2011 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 84.65% | 68,462,096 | 1.93 | |
| Q3  2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Add 17.06% | 11,788,032 | 0.34 | |
| Q2  2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Add 20.33% | 11,672,480 | 0.31 | |
| Q1  2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 57,420,752 | 1.47 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.