AC
APH icon

Aaron Cowen’s Amphenol APH Stock Holding History

Aaron Cowen’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.5M Buy
+269,300
New +$38.8M 0.87% 35
2020
Q4 		– Sell
-3,685,640
Closed -$99.8M – 107
2020
Q3 		$99.8M Buy
3,685,640
+718,600
+24% +$18.9M 1.8% 23
2020
Q2 		$71.1M Buy
+2,967,040
New +$66.2M 1.53% 25

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aaron Cowen's APH Position: Q2 2026 in Review

Aaron Cowen opened a new position in Amphenol (APH) in Q2 2026: 269,300 shares worth $47.5M. The stake represents 0.87% of the portfolio and ranks #35 among its holdings. This is a return to the name: Aaron Cowen previously reported a position in APH as recently as Q3 2020.

Aaron Cowen first reported a position in APH in Q2 2020 and has held it in 3 quarters since. The position peaked at $99.8M in Q3 2020. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Aaron Cowen held 269,300 shares of Amphenol worth $47.5M as of Q2 2026.
  • Amphenol was a new Aaron Cowen position in Q2 2026.
  • Amphenol made up 0.87% of Aaron Cowen's portfolio in Q2 2026, its #35 holding.
  • Aaron Cowen first reported a position in Amphenol in Q2 2020 and has held it in 3 quarters since.
  • Aaron Cowen's Amphenol position peaked at $99.8M in Q3 2020.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.