Kemnay Advisory Services’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
2,410
+1,290
+115% +$93K 0.03% 39
2026
Q1
$70.8K Sell
1,120
-2,408
-68% -$169K 0.01% 185
2025
Q4
$238K Buy
+3,528
New +$236K 0.04% 29

Other funds holding APH

Kemnay Advisory Services's APH Position: Q2 2026 in Review

Kemnay Advisory Services increased its Amphenol (APH) stake by 115% in Q2 2026, buying an estimated $93K and bringing the position to 2,410 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #39.

Kemnay Advisory Services first reported a position in APH in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Kemnay Advisory Services held 2,410 shares of Amphenol worth $212K as of Q2 2026.
  • Kemnay Advisory Services bought 1,290 Amphenol shares in Q2 2026, an estimated $93K.
  • Amphenol made up 0.03% of Kemnay Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Kemnay Advisory Services first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • Kemnay Advisory Services's Amphenol position peaked at $238K in Q4 2025.
  • 2,332 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.