In a recent 13F filing with the SEC, John Armitage's Egerton Capital disclosed a significant increase in its holding of Amphenol Corp (APH), a major producer of electronic and fiber optic connectors. The filing, which reflects positions held at the end of September 2026, revealed a 120% increase in shares, bringing the total to 10.71 million. This move elevates the value of Egerton's stake to approximately $902.74 million.
Investors should note that 13F filings are submitted to the SEC 45 days after the end of a quarter, so these trades occurred between July and September 2026. This period notably included Amphenol's two-for-one stock split, which was announced in August and distributed in early September. While Egerton has not publicly commented on the reasons for this increased investment, the firm has previously highlighted the positive performance of its AI-related holdings, which include Amphenol.