Alkeon Capital Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264M Buy
2,670,953
+120,000
+5% +$11.9M 0.44% 27
2025
Q1
$167M Buy
2,550,953
+150,953
+6% +$9.9M 0.35% 31
2024
Q4
$167M Hold
2,400,000
0.34% 30
2024
Q3
$156M Buy
2,400,000
+320,000
+15% +$20.9M 0.27% 37
2024
Q2
$140M Buy
+2,080,000
New +$140M 0.23% 37