LOM

LTS One Management’s Amphenol APH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.8M	Buy	200,000 +2,500	+1%	+$247K	4.77%	13
2025 Q1	$13M	Sell	197,500 -7,500	-4%	-$492K	3.87%	14
2024 Q4	$14.2M	Buy	+205,000	New	+$14.2M	3.97%	15