Atreides Management’s Amphenol APH Stock Holding History

Atreides 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	$113M	Buy	+640,069	New	+$92.3M	0.79%	19

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 $3.37T AUM 44.26% 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

Atreides Management's APH Position: Q2 2026 in Review

Atreides Management opened a new position in Amphenol (APH) in Q2 2026: 640,069 shares worth $113M. The stake represents 0.79% of the portfolio and ranks #19 among its holdings.

2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Atreides Management held 640,069 shares of Amphenol worth $113M as of Q2 2026.
Amphenol was a new Atreides Management position in Q2 2026.
Amphenol made up 0.79% of Atreides Management's portfolio in Q2 2026, its #19 holding.
2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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