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AMPHENOL CORP NEW

Holders

2

Combined Value

$100.72M

Combined Shares

797,184

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$51.16$83.82$116.48$149.14Q2'24Q3'24Q4'24Q3'25Q4'25Q1'26Q2 2024 · implied price $67.37Q3 2024 · implied price $65.16Q3 2025 · implied price $123.75Q4 2025 · implied price $135.14Q1 2026 · implied price $126.35Philippe Laffont - Coatue Management · bought 6,211,919 shares @ ~$67.37 · Q2 2024 (new position)Daniel Loeb - Third Point · bought 2,800,000 shares @ ~$67.37 · Q2 2024 (new position)Philippe Laffont - Coatue Management · sold 6,211,919 shares @ ~$67.37 · Q3 2024 (sold out)Daniel Loeb - Third Point · sold 1,200,000 shares @ ~$65.16 · Q3 2024Daniel Loeb - Third Point · sold 1,600,000 shares @ ~$65.16 · Q4 2024 (sold out)Stephen Mandel - Lone Pine Capital · bought 3,023,231 shares @ ~$123.75 · Q3 2025 (new position)Stephen Mandel - Lone Pine Capital · sold 213,458 shares @ ~$135.14 · Q4 2025Jim Simons - Renaissance Technologies · bought 574,100 shares @ ~$126.35 · Q1 2026 (new position)Stephen Mandel - Lone Pine Capital · sold 2,586,689 shares @ ~$126.35 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$72.54M0.11%~$126.35—BUY Q1 2026Q1 2026
Stephen Mandel - Lone Pine Capital$28.19M0.22%~$123.75—SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Stephen Mandel - Lone Pine CapitalSELL−$326.83M~$126.35
Q1 2026Jim Simons - Renaissance TechnologiesNEW BUY+$72.54M~$126.35
Q4 2025Stephen Mandel - Lone Pine CapitalSELL−$28.85M~$135.14
Q3 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$374.12M~$123.75
Q4 2024Daniel Loeb - Third PointSOLD OUT−$104.26M~$65.16
Q3 2024Philippe Laffont - Coatue ManagementSOLD OUT−$418.50M~$67.37
Q3 2024Daniel Loeb - Third PointSELL−$78.19M~$65.16
Q2 2024Philippe Laffont - Coatue ManagementNEW BUY+$418.50M~$67.37
Q2 2024Daniel Loeb - Third PointNEW BUY+$188.64M~$67.37

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262797,184-71.6%$100.72M$126.35
Q4 202512,809,773-7.1%$379.71M$135.14
Q3 202513,023,231+89.0%$374.12M$123.75
Q3 202411,600,000-82.2%$104.26M$65.16
Q2 202429,011,919—$607.13M$67.37