Grand Jean Capital Management’s Amphenol APH Stock Holding History

Grand Jean 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	-183,493	Closed	-$12.7M	–	7
2024 Q4	$12.7M	Sell	183,493 -377	-0.2%	-$26.4K	2.96%	14
2024 Q3	$12M	Buy	183,870 +4,966	+3%	+$322K	2.68%	18
2024 Q2	$12.1M	Buy	178,904 +200	+0.1%	+$12.6K	3%	17
2024 Q1	$10.3M	Sell	178,704 -670	-0.4%	-$35.1K	2.72%	17
2023 Q4	$8.89M	Sell	179,374 -177,122	-50%	-$7.82M	2.66%	17
2023 Q3	$15.8M	Hold	356,496	–	–	4.9%	8
2023 Q2	$15.1M	Buy	+356,496	New	+$13.8M	5.13%	7

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Grand Jean Capital Management's APH Position: Q1 2025 in Review

Grand Jean Capital Management sold out of Amphenol (APH) in Q1 2025, closing a stake of 183,493 shares — an estimated $12.7M sold.

Grand Jean Capital Management first reported a position in APH in Q2 2023 and held it in 7 quarters. The position peaked at $15.8M in Q3 2023. 1,425 funds tracked by Wall St. Rank hold APH as of Q1 2025.

Grand Jean Capital Management reported no remaining Amphenol position as of Q1 2025 after selling out during the quarter.
Grand Jean Capital Management sold 183,493 Amphenol shares in Q1 2025, an estimated $12.7M.
Grand Jean Capital Management first reported a position in Amphenol in Q2 2023 and held it in 7 quarters.
Grand Jean Capital Management's Amphenol position peaked at $15.8M in Q3 2023.
1,425 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Grand Jean Capital Management's 13F filing for Q1 2025.