Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Amphenol Corp. (APH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 223,084 0.22 Reduce 92.06% 2.57 $126.35 $28,186,663 SEC
2025   Q4 2,809,773 2.79 Reduce 7.06% 0.19 $135.14 $379,712,723 SEC
2025   Q3 3,023,231 2.72 Buy 2.72 $123.75 $374,124,836 SEC
2011   Q2 0 0.00 Sell 100.00% 0.38 SEC
2011   Q1 776,198 0.38 Reduce 84.65% 2.11 $54.39 $42,217,000 SEC
2010   Q4 5,055,079 2.49 $52.78 $266,807,000 SEC
2010   Q3 5,055,079 3.28 Add 1.75% 0.06 $48.98 $247,598,000 SEC
2010   Q2 4,968,327 2.80 Add 17.21% 0.41 $39.28 $195,156,000 SEC
2010   Q1 4,238,797 1.77 Buy 1.77 $42.19 $178,835,000 SEC