Brant Point Investment Management’s Amphenol APH Stock Holding History

Brant Point Investment 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 Q1	$8.21M	Sell	650 -33	-5%	-$4.64K	1.06%	16
2025 Q4	$9.23M	Sell	683 -69,317	-99%	-$9.27M	1.12%	15
2025 Q3	$8.66M	Buy	+70,000	New	+$7.68M	0.94%	17
2025 Q2	–	Sell	-900	Closed	-$5.9M	–	116
2025 Q1	$5.9M	Buy	+900	New	+$61.4K	0.7%	31
2024 Q4	–	Sell	-300	Closed	-$1.95M	–	124
2024 Q3	$1.95M	Buy	+300	New	+$19.4K	0.21%	81
2019 Q4	–	Sell	-120,000	Closed	-$2.9M	–	113
2019 Q3	$2.9M	Sell	120,000 -320,000	-73%	-$7.37M	0.28%	81
2019 Q2	$10.6M	Buy	+440,000	New	+$10.6M	1.02%	7

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brant Point Investment Management's APH Position: Q1 2026 in Review

Brant Point Investment Management reduced its Amphenol (APH) stake by 11% in Q1 2026, selling an estimated $2.12M and leaving 123,962 shares worth $15.7M. The position accounts for 2.02% of the portfolio, ranked #4.

Brant Point Investment Management first reported a position in APH in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.2M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Brant Point Investment Management held 123,962 shares of Amphenol worth $15.7M as of Q1 2026.
Brant Point Investment Management sold 15,038 Amphenol shares in Q1 2026, an estimated $2.12M.
Amphenol made up 2.02% of Brant Point Investment Management's portfolio in Q1 2026, its #4 holding.
Brant Point Investment Management first reported a position in Amphenol in Q2 2013 and has held it in 52 quarters since.
Brant Point Investment Management's Amphenol position peaked at $20.2M in Q3 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Brant Point Investment Management's 13F filing for Q1 2026, filed 14 May 2026.