LTS One Management’s Amphenol APH Stock Holding History

LTS One 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
2026 Q2	$15.8M	Sell	179,500 -30,800	-15%	-$2.22M	6.31%	7
2026 Q1	$13.3M	Sell	210,300 -15,700	-7%	-$1.1M	5.57%	9
2025 Q4	$15.3M	Sell	226,000 -84,000	-27%	-$5.62M	5.9%	10
2025 Q3	$19.2M	Sell	310,000 -90,000	-23%	-$4.94M	6.83%	9
2025 Q2	$19.8M	Buy	400,000 +5,000	+1%	+$204K	4.77%	13
2025 Q1	$13M	Sell	395,000 -15,000	-4%	-$512K	3.87%	14
2024 Q4	$14.2M	Buy	+410,000	New	+$14.4M	3.97%	15

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

LTS One Management's APH Position: Q2 2026 in Review

LTS One Management reduced its Amphenol (APH) stake by 15% in Q2 2026, selling an estimated $2.22M and leaving 179,500 shares worth $15.8M. The position accounts for 6.31% of the portfolio, ranked #7.

LTS One Management first reported a position in APH in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8M in Q2 2025. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

LTS One Management held 179,500 shares of Amphenol worth $15.8M as of Q2 2026.
LTS One Management sold 30,800 Amphenol shares in Q2 2026, an estimated $2.22M.
Amphenol made up 6.31% of LTS One Management's portfolio in Q2 2026, its #7 holding.
LTS One Management first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
LTS One Management's Amphenol position peaked at $19.8M in Q2 2025.
2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on LTS One Management's 13F filing for Q2 2026, filed 14 Aug 2026.