Junto Capital Management’s Amphenol APH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-225,061	Closed	-$15.6M	–	83
2024 Q4	$15.6M	Sell	225,061 -301,554	-57%	-$20.9M	0.3%	74
2024 Q3	$34.3M	Sell	526,615 -882,001	-63%	-$57.5M	0.76%	54
2024 Q2	$94.9M	Buy	+1,408,616	New	+$94.9M	1.94%	12