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 Q1	$13.3M	Sell	105,150 -7,850	-7%	-$1.1M	5.57%	9
2025 Q4	$15.3M	Sell	113,000 -42,000	-27%	-$5.62M	5.9%	10
2025 Q3	$19.2M	Sell	155,000 -45,000	-23%	-$4.94M	6.83%	9
2025 Q2	$19.8M	Buy	200,000 +2,500	+1%	+$204K	4.77%	13
2025 Q1	$13M	Sell	197,500 -7,500	-4%	-$512K	3.87%	14
2024 Q4	$14.2M	Buy	+205,000	New	+$14.4M	3.97%	15

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LTS One Management's APH Position: Q1 2026 in Review

LTS One Management reduced its Amphenol (APH) stake by 6.9% in Q1 2026, selling an estimated $1.1M and leaving 105,150 shares worth $13.3M. The position accounts for 5.57% of the portfolio, ranked #9.

LTS One Management first reported a position in APH in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.8M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

LTS One Management held 105,150 shares of Amphenol worth $13.3M as of Q1 2026.
LTS One Management sold 7,850 Amphenol shares in Q1 2026, an estimated $1.1M.
Amphenol made up 5.57% of LTS One Management's portfolio in Q1 2026, its #9 holding.
LTS One Management first reported a position in Amphenol in Q4 2024 and has held it in 6 quarters since.
LTS One Management's Amphenol position peaked at $19.8M in Q2 2025.
2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on LTS One Management's 13F filing for Q1 2026, filed 14 May 2026.