Bristol Gate Capital Partners’s Amphenol APH Stock Holding History

Bristol Gate 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 Q1	$58.5M	Sell	463,289 -147,974	-24%	-$20.8M	3.77%	20
2025 Q4	$82.6M	Buy	+611,263	New	+$81.8M	4.77%	6
2016 Q2	–	Sell	-1,787,852	Closed	-$25.8M	–	22
2016 Q1	$25.8M	Buy	1,787,852 +48,968	+3%	+$636K	4.78%	11
2015 Q4	$22.7M	Buy	1,738,884 +142,016	+9%	+$1.9M	4.41%	19
2015 Q3	$20.3M	Buy	1,596,868 +133,840	+9%	+$1.8M	4.64%	5
2015 Q2	$21.2M	Buy	1,463,028 +799,760	+121%	+$11.5M	4.6%	8
2015 Q1	$9.77M	Buy	663,268 +2,896	+0.4%	+$40.5K	5.33%	6
2014 Q4	$8.88M	Buy	+660,372	New	+$8.45M	4.68%	16

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

Bristol Gate Capital Partners's APH Position: Q1 2026 in Review

Bristol Gate Capital Partners reduced its Amphenol (APH) stake by 24% in Q1 2026, selling an estimated $20.8M and leaving 463,289 shares worth $58.5M. The position accounts for 3.77% of the portfolio, ranked #20.

Bristol Gate Capital Partners first reported a position in APH in Q4 2014 and has held it in 8 quarters since. The position peaked at $82.6M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Bristol Gate Capital Partners held 463,289 shares of Amphenol worth $58.5M as of Q1 2026.
Bristol Gate Capital Partners sold 147,974 Amphenol shares in Q1 2026, an estimated $20.8M.
Amphenol made up 3.77% of Bristol Gate Capital Partners's portfolio in Q1 2026, its #20 holding.
Bristol Gate Capital Partners first reported a position in Amphenol in Q4 2014 and has held it in 8 quarters since.
Bristol Gate Capital Partners's Amphenol position peaked at $82.6M in Q4 2025.
2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.