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	1,086,300 -838,600	-44%	-$60.4M	5.87%	8
2026 Q1	$122M	Sell	1,924,900 -834,100	-30%	-$58.7M	11.21%	2
2025 Q4	$186M	Sell	2,759,000 -217,000	-7%	-$14.5M	13.27%	2
2025 Q3	$184M	Sell	2,976,000 -224,000	-7%	-$12.3M	12.85%	1
2025 Q2	$158M	Buy	3,200,000 +410,000	+15%	+$16.8M	12.13%	2
2025 Q1	$91.5M	Hold	2,790,000	–	–	8.7%	6
2024 Q4	$96.9M	Hold	2,790,000	–	–	9.64%	6
2024 Q3	$90.9M	Buy	2,790,000 +490,000	+21%	+$15.9M	7.82%	8
2024 Q2	$77.5M	Buy	2,300,000 +500,000	+28%	+$15.8M	7.22%	9
2024 Q1	$51.9M	Hold	1,800,000	–	–	4.29%	9
2023 Q4	$44.6M	Buy	+1,800,000	New	+$39.8M	3.93%	9

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 1,086,300 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. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Atalan Capital Partners held 1,086,300 shares of Amphenol worth $95.8M as of Q2 2026.
Atalan Capital Partners sold 838,600 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.
2,340 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.