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Maren Capital’s Amphenol APH Stock Holding History

Maren Capital’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 		$274M Buy
1,551,888
+74,126
+5% +$10.7M 12.68% 2
2026
Q1 		$187M Sell
1,477,762
-20,354
-1% -$2.87M 9.77% 5
2025
Q4 		$202M Sell
1,498,116
-51,291
-3% -$6.86M 10.89% 1
2025
Q3 		$192M Sell
1,549,407
-140,552
-8% -$15.4M 10.67% 1
2025
Q2 		$167M Buy
1,689,959
+50,096
+3% +$4.1M 10.06% 1
2025
Q1 		$108M Buy
1,639,863
+237,395
+17% +$16.2M 7.33% 7
2024
Q4 		$97.4M Buy
1,402,468
+28,996
+2% +$2.03M 7.44% 6
2024
Q3 		$89.5M Buy
1,373,472
+109,458
+9% +$7.1M 7.37% 8
2024
Q2 		$85.2M Buy
1,264,014
+10,894
+0.9% +$687K 8.2% 6
2024
Q1 		$72.3M Buy
1,253,120
+29,224
+2% +$1.53M 6.96% 8
2023
Q4 		$60.7M Buy
+1,223,896
New +$54.1M 7.77% 6

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Maren Capital's APH Position: Q2 2026 in Review

Maren Capital increased its Amphenol (APH) stake by 5% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,551,888 shares worth $274M. The position accounts for 12.68% of the portfolio, ranked #2.

Maren Capital first reported a position in APH in Q4 2023 and has held it in 11 quarters since. 2,312 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Maren Capital held 1,551,888 shares of Amphenol worth $274M as of Q2 2026.
  • Maren Capital bought 74,126 Amphenol shares in Q2 2026, an estimated $10.7M.
  • Amphenol made up 12.68% of Maren Capital's portfolio in Q2 2026, its #2 holding.
  • Maren Capital first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Maren Capital's 13F filing for Q2 2026, filed 13 Aug 2026.