Balyasny Asset Management’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $257M | Buy |
2,911,926
+2,873,136
| +7,407% | +$207M | 0.32% | 45 |
|
|
2026
Q1 | $2.45M | Sell |
38,790
-9,826
| -20% | -$692K | ﹤0.01% | 1694 |
|
|
2025
Q4 | $3.28M | Sell |
48,616
-2,500,372
| -98% | -$167M | ﹤0.01% | 1617 |
|
|
2025
Q3 | $158M | Buy |
2,548,988
+280,082
| +12% | +$15.4M | 0.2% | 94 |
|
|
2025
Q2 | $112M | Buy |
2,268,906
+1,081,446
| +91% | +$44.2M | 0.17% | 130 |
|
|
2025
Q1 | $38.9M | Sell |
1,187,460
-5,329,486
| -82% | -$182M | 0.06% | 371 |
|
|
2024
Q4 | $226M | Buy |
6,516,946
+587,032
| +10% | +$20.5M | 0.34% | 47 |
|
|
2024
Q3 | $193M | Sell |
5,929,914
-363,086
| -6% | -$11.8M | 0.32% | 48 |
|
|
2024
Q2 | $212M | Buy |
6,293,000
+3,562,208
| +130% | +$112M | 0.37% | 33 |
|
|
2024
Q1 | $78.7M | Buy |
2,730,792
+2,678,860
| +5,158% | +$70.2M | 0.14% | 171 |
|
|
2023
Q4 | $1.29M | Sell |
51,932
-9,624,620
| -99% | -$213M | ﹤0.01% | 1589 |
|
|
2023
Q3 | $203M | Buy |
9,676,552
+5,905,884
| +157% | +$127M | 0.41% | 31 |
|
|
2023
Q2 | $80.1M | Buy |
+3,770,668
| New | +$73.2M | 0.18% | 141 |
|
|
2022
Q4 | – | Sell |
-90,836
| Closed | -$1.52M | – | 2752 |
|
|
2022
Q3 | $1.52M | Sell |
90,836
-76,824
| -46% | -$1.4M | ﹤0.01% | 1611 |
|
|
2022
Q2 | $2.7M | Buy |
+167,660
| New | +$2.91M | 0.01% | 1253 |
|
|
2021
Q2 | – | Sell |
-1,221,608
| Closed | -$20.1M | – | 1940 |
|
|
2021
Q1 | $20.1M | Buy |
1,221,608
+738,456
| +153% | +$12M | 0.1% | 278 |
|
|
2020
Q4 | $7.9M | Buy |
483,152
+78,808
| +19% | +$1.21M | 0.04% | 502 |
|
|
2020
Q3 | $5.47M | Buy |
+404,344
| New | +$5.33M | 0.04% | 577 |
|
|
2020
Q1 | – | Sell |
-928,416
| Closed | -$12.6M | – | 1136 |
|
|
2019
Q4 | $12.6M | Buy |
928,416
+850,936
| +1,098% | +$10.9M | 0.07% | 366 |
|
|
2019
Q3 | $935K | Sell |
77,480
-1,146,832
| -94% | -$13.2M | 0.01% | 848 |
|
|
2019
Q2 | $14.7M | Buy |
1,224,312
+1,128,304
| +1,175% | +$13.6M | 0.09% | 297 |
|
|
2019
Q1 | $1.13M | Sell |
96,008
-116,992
| -55% | -$1.31M | 0.01% | 984 |
|
|
2018
Q4 | $2.16M | Buy |
213,000
+136,440
| +178% | +$1.47M | 0.02% | 701 |
|
|
2018
Q3 | $900K | Sell |
76,560
-1,390,600
| -95% | -$16.2M | ﹤0.01% | 1207 |
|
|
2018
Q2 | $16M | Buy |
1,467,160
+1,165,272
| +386% | +$12.7M | 0.07% | 365 |
|
|
2018
Q1 | $3.25M | Sell |
301,888
-1,386,192
| -82% | -$15.6M | 0.01% | 836 |
|
|
2017
Q4 | $18.5M | Buy |
+1,688,080
| New | +$18.6M | 0.06% | 433 |
|
|
2017
Q3 | – | Sell |
-185,176
| Closed | -$1.71M | – | 1863 |
|
|
2017
Q2 | $1.71M | Buy |
185,176
+70,480
| +61% | +$643K | 0.01% | 968 |
|
|
2017
Q1 | $1.02M | Sell |
114,696
-666,008
| -85% | -$5.76M | ﹤0.01% | 1093 |
|
|
2016
Q4 | $6.56M | Buy |
+780,704
| New | +$6.5M | 0.04% | 618 |
|
|
2016
Q3 | – | Sell |
-924,936
| Closed | -$6.63M | – | 997 |
|
|
2016
Q2 | $6.63M | Buy |
+924,936
| New | +$6.65M | 0.04% | 452 |
|
|
2016
Q1 | – | Sell |
-72,160
| Closed | -$471K | – | 1258 |
|
|
2015
Q4 | $471K | Buy |
+72,160
| New | +$482K | ﹤0.01% | 846 |
|
|
2015
Q3 | – | Sell |
-757,208
| Closed | -$5.08M | – | 1139 |
|
|
2015
Q2 | $5.49M | Buy |
+757,208
| New | +$5.44M | 0.03% | 560 |
|
|
2014
Q4 | – | Sell |
-1,386,512
| Closed | -$8.65M | – | 640 |
|
|
2014
Q3 | $8.65M | Buy |
1,386,512
+895,312
| +182% | +$5.61M | 0.07% | 340 |
|
|
2014
Q2 | $2.96M | Buy |
+491,200
| New | +$2.93M | 0.03% | 475 |
|
|
2013
Q4 | – | Sell |
-1,696,800
| Closed | -$8.21M | – | 487 |
|
|
2013
Q3 | $8.21M | Buy |
+1,696,800
| New | +$8.28M | 0.11% | 251 |
|
Other funds holding APH
Balyasny Asset Management's APH Position: Q2 2026 in Review
Balyasny Asset Management increased its Amphenol (APH) stake by 7,407% in Q2 2026, buying an estimated $207M and bringing the position to 2,911,926 shares worth $257M. The position accounts for 0.32% of the portfolio, ranked #45.
Balyasny Asset Management first reported a position in APH in Q3 2013 and has held it in 36 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Balyasny Asset Management held 2,911,926 shares of Amphenol worth $257M as of Q2 2026.
- Balyasny Asset Management bought 2,873,136 Amphenol shares in Q2 2026, an estimated $207M.
- Amphenol made up 0.32% of Balyasny Asset Management's portfolio in Q2 2026, its #45 holding.
- Balyasny Asset Management first reported a position in Amphenol in Q3 2013 and has held it in 36 quarters since.
- 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.