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Carmignac Gestion’s Amphenol APH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$192M Sell
1,946,500
-124,500
-6% -$12.3M 2.96% 11
2025
Q1
$136M Buy
2,071,000
+1,097,000
+113% +$72M 2.23% 17
2024
Q4
$67.6M Buy
974,000
+396,000
+69% +$27.5M 1.08% 29
2024
Q3
$37.7M Buy
+578,000
New +$37.7M 0.63% 35