ACP
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Atalan Capital Partners’s Amphenol APH Stock Holding History

Atalan Capital Partners’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 		$95.8M Sell
543,150
-419,300
-44% -$60.4M 5.87% 8
2026
Q1 		$122M Sell
962,450
-417,050
-30% -$58.7M 11.21% 2
2025
Q4 		$186M Sell
1,379,500
-108,500
-7% -$14.5M 13.27% 2
2025
Q3 		$184M Sell
1,488,000
-112,000
-7% -$12.3M 12.85% 1
2025
Q2 		$158M Buy
1,600,000
+205,000
+15% +$16.8M 12.13% 2
2025
Q1 		$91.5M Hold
1,395,000
– – 8.7% 6
2024
Q4 		$96.9M Hold
1,395,000
– – 9.64% 6
2024
Q3 		$90.9M Buy
1,395,000
+245,000
+21% +$15.9M 7.82% 8
2024
Q2 		$77.5M Buy
1,150,000
+250,000
+28% +$15.8M 7.22% 9
2024
Q1 		$51.9M Hold
900,000
– – 4.29% 9
2023
Q4 		$44.6M Buy
+900,000
New +$39.8M 3.93% 9

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

Atalan Capital Partners's APH Position: Q2 2026 in Review

Atalan Capital Partners reduced its Amphenol (APH) stake by 44% in Q2 2026, selling an estimated $60.4M and leaving 543,150 shares worth $95.8M. The position accounts for 5.87% of the portfolio, ranked #8.

Atalan Capital Partners first reported a position in APH in Q4 2023 and has held it in 11 quarters since. The position peaked at $186M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Atalan Capital Partners held 543,150 shares of Amphenol worth $95.8M as of Q2 2026.
  • Atalan Capital Partners sold 419,300 Amphenol shares in Q2 2026, an estimated $60.4M.
  • Amphenol made up 5.87% of Atalan Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Atalan Capital Partners first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
  • Atalan Capital Partners's Amphenol position peaked at $186M in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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