John Armitage's Egerton Capital significantly boosted its investment in Amphenol (APH), increasing its share count by nearly 70% to 4.87 million shares. According to its latest 13F filing, the value of the fund's position grew to $858.1 million, making the electronic components manufacturer its third-largest holding with an 8.29% portfolio weight.
This disclosure reflects trades made during the second quarter of 2026, a period of record-setting performance for Amphenol. The company reported that sales grew 55% and orders reached a record $10.7 billion during the second quarter, driven by strong demand in the IT datacom market. The filing, made public on July 21, 2026, provides a delayed look at the hedge fund's portfolio as of June 30, 2026.