Alkeon Capital Management
APH icon

Alkeon Capital Management’s Amphenol APH Stock Holding History

Alkeon Capital Management’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 		$1.01B Buy
5,731,348
+1,113,400
+24% +$161M 1.36% 15
2026
Q1 		$583M Buy
4,617,948
+873,345
+23% +$123M 0.98% 19
2025
Q4 		$506M Sell
3,744,603
-360,000
-9% -$48.2M 0.8% 23
2025
Q3 		$508M Buy
4,104,603
+1,433,650
+54% +$157M 0.75% 26
2025
Q2 		$264M Buy
2,670,953
+120,000
+5% +$9.81M 0.44% 43
2025
Q1 		$167M Buy
2,550,953
+150,953
+6% +$10.3M 0.35% 47
2024
Q4 		$167M Hold
2,400,000
– – 0.34% 45
2024
Q3 		$156M Buy
2,400,000
+320,000
+15% +$20.7M 0.27% 51
2024
Q2 		$140M Buy
+2,080,000
New +$131M 0.23% 55

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

Alkeon Capital Management's APH Position: Q2 2026 in Review

Alkeon Capital Management increased its Amphenol (APH) stake by 24% in Q2 2026, buying an estimated $161M and bringing the position to 5,731,348 shares worth $1.01B. The position accounts for 1.36% of the portfolio, ranked #15.

Alkeon Capital Management first reported a position in APH in Q2 2024 and has held it in 9 quarters since. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Alkeon Capital Management held 5,731,348 shares of Amphenol worth $1.01B as of Q2 2026.
  • Alkeon Capital Management bought 1,113,400 Amphenol shares in Q2 2026, an estimated $161M.
  • Amphenol made up 1.36% of Alkeon Capital Management's portfolio in Q2 2026, its #15 holding.
  • Alkeon Capital Management first reported a position in Amphenol in Q2 2024 and has held it in 9 quarters since.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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