Dmitry Balyasny’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
$776K Buy
4,400
+1,400
+47% +$202K ﹤0.01% 2344
2026
Q1
$379K Buy
+3,000
New +$422K ﹤0.01% 2473

Other funds holding APH

Dmitry Balyasny's APH Position: Q2 2026 in Review

Dmitry Balyasny increased its Amphenol (APH) stake by 7,407% in Q2 2026, buying an estimated $207M and bringing the position to 1,455,963 shares worth $257M. The position accounts for 0.32% of the portfolio, ranked #45.

Dmitry Balyasny first reported a position in APH in Q3 2013 and has held it in 36 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Dmitry Balyasny held 1,455,963 shares of Amphenol worth $257M as of Q2 2026.
  • Dmitry Balyasny bought 1,436,568 Amphenol shares in Q2 2026, an estimated $207M.
  • Amphenol made up 0.32% of Dmitry Balyasny's portfolio in Q2 2026, its #45 holding.
  • Dmitry Balyasny first reported a position in Amphenol in Q3 2013 and has held it in 36 quarters since.
  • 2,315 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.