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Dorsal Capital Management’s Amphenol APH Stock Holding History

Dorsal Capital 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
2025
Q1 		– Sell
-1,300,000
Closed -$90.3M – 27
2024
Q4 		$90.3M Sell
1,300,000
-400,000
-24% -$28M 2.13% 20
2024
Q3 		$111M Buy
+1,700,000
New +$110M 3.43% 14

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dorsal Capital Management's APH Position: Q1 2025 in Review

Dorsal Capital Management sold out of Amphenol (APH) in Q1 2025, closing a stake of 1,300,000 shares — an estimated $90.3M sold.

Dorsal Capital Management first reported a position in APH in Q3 2024 and held it in 2 quarters. The position peaked at $111M in Q3 2024. 1,424 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Dorsal Capital Management reported no remaining Amphenol position as of Q1 2025 after selling out during the quarter.
  • Dorsal Capital Management sold 1,300,000 Amphenol shares in Q1 2025, an estimated $90.3M.
  • Dorsal Capital Management first reported a position in Amphenol in Q3 2024 and held it in 2 quarters.
  • Dorsal Capital Management's Amphenol position peaked at $111M in Q3 2024.
  • 1,424 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Dorsal Capital Management's 13F filing for Q1 2025, filed 15 May 2025.