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 Q2	$6.01M	Hold	68,160	–	–	1.31%	10
2026 Q1	$4.31M	Sell	68,160 -88,800	-57%	-$6.25M	1.15%	10
2025 Q4	$10.6M	Hold	156,960	–	–	2.26%	6
2025 Q3	$9.71M	Hold	156,960	–	–	1.73%	7
2025 Q2	$7.75M	Hold	156,960	–	–	1.09%	8
2025 Q1	$5.15M	Hold	156,960	–	–	0.89%	7
2024 Q4	$5.45M	Hold	156,960	–	–	0.95%	7
2024 Q3	$5.11M	Hold	156,960	–	–	0.81%	8
2024 Q2	$5.29M	Hold	156,960	–	–	0.75%	9
2024 Q1	$4.53M	Hold	156,960	–	–	0.63%	12
2023 Q4	$3.89M	Buy	156,960 +44,000	+39%	+$972K	0.71%	11
2023 Q3	$2.37M	Hold	112,960	–	–	0.53%	15
2023 Q2	$2.4M	Hold	112,960	–	–	0.48%	17
2023 Q1	$2.31M	Sell	112,960 -63,600	-36%	-$1.26M	0.59%	14
2022 Q4	$3.36M	Sell	176,560 -35,200	-17%	-$666K	1.09%	12
2022 Q3	$3.54M	Hold	211,760	–	–	0.99%	9
2022 Q2	$3.41M	Hold	211,760	–	–	0.78%	8
2022 Q1	$3.99M	Hold	211,760	–	–	0.57%	10
2021 Q4	$4.63M	Hold	211,760	–	–	0.64%	8
2021 Q3	$3.88M	Hold	211,760	–	–	0.52%	10
2021 Q2	$3.62M	Hold	211,760	–	–	0.51%	13
2021 Q1	$3.49M	Buy	+211,760	New	+$3.44M	0.54%	12

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Joho Capital's APH Position: Q2 2026 in Review

Joho Capital held its Amphenol (APH) position steady in Q2 2026 at 68,160 shares worth $6.01M. The position accounts for 1.31% of the portfolio, ranked #10.

Joho Capital first reported a position in APH in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2025. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Joho Capital held 68,160 shares of Amphenol worth $6.01M as of Q2 2026.
Joho Capital left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 1.31% of Joho Capital's portfolio in Q2 2026, its #10 holding.
Joho Capital first reported a position in Amphenol in Q1 2021 and has held it in 22 quarters since.
Joho Capital's Amphenol position peaked at $10.6M in Q4 2025.
2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Joho Capital's 13F filing for Q2 2026, filed 14 Aug 2026.