Balyasny Asset Management
APH icon

Balyasny Asset Management’s Amphenol APH Stock Holding History

Balyasny Asset 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 		$776K Buy
8,800
+2,800
+47% +$202K ﹤0.01% 2344
2026
Q1 		$379K Buy
+6,000
New +$422K ﹤0.01% 2473

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

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.