Joho Capital’s Amphenol APH Stock Holding History

Joho Capital’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	$4.31M	Sell	34,080 -44,400	-57%	-$6.25M	1.15%	10
2025 Q4	$10.6M	Hold	78,480	–	–	2.26%	6
2025 Q3	$9.71M	Hold	78,480	–	–	1.73%	7
2025 Q2	$7.75M	Hold	78,480	–	–	1.09%	8
2025 Q1	$5.15M	Hold	78,480	–	–	0.89%	7
2024 Q4	$5.45M	Hold	78,480	–	–	0.95%	7
2024 Q3	$5.11M	Hold	78,480	–	–	0.81%	8
2024 Q2	$5.29M	Hold	78,480	–	–	0.75%	9
2024 Q1	$4.53M	Hold	78,480	–	–	0.63%	12
2023 Q4	$3.89M	Buy	78,480 +22,000	+39%	+$972K	0.71%	11
2023 Q3	$2.37M	Hold	56,480	–	–	0.53%	15
2023 Q2	$2.4M	Hold	56,480	–	–	0.48%	17
2023 Q1	$2.31M	Sell	56,480 -31,800	-36%	-$1.26M	0.59%	14
2022 Q4	$3.36M	Sell	88,280 -17,600	-17%	-$666K	1.09%	12
2022 Q3	$3.54M	Hold	105,880	–	–	0.99%	9
2022 Q2	$3.41M	Hold	105,880	–	–	0.78%	8
2022 Q1	$3.99M	Hold	105,880	–	–	0.57%	10
2021 Q4	$4.63M	Hold	105,880	–	–	0.64%	8
2021 Q3	$3.88M	Hold	105,880	–	–	0.52%	10
2021 Q2	$3.62M	Hold	105,880	–	–	0.51%	13
2021 Q1	$3.49M	Buy	+105,880	New	+$3.44M	0.54%	12

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

Joho Capital's APH Position: Q1 2026 in Review

Joho Capital reduced its Amphenol (APH) stake by 57% in Q1 2026, selling an estimated $6.25M and leaving 34,080 shares worth $4.31M. The position accounts for 1.15% of the portfolio, ranked #10.

Joho Capital first reported a position in APH in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Joho Capital held 34,080 shares of Amphenol worth $4.31M as of Q1 2026.
Joho Capital sold 44,400 Amphenol shares in Q1 2026, an estimated $6.25M.
Amphenol made up 1.15% of Joho Capital's portfolio in Q1 2026, its #10 holding.
Joho Capital first reported a position in Amphenol in Q1 2021 and has held it in 21 quarters since.
Joho Capital's Amphenol position peaked at $10.6M in Q4 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Joho Capital's 13F filing for Q1 2026, filed 15 May 2026.