Marsico Capital Management’s Amphenol APH Stock Holding History

Marsico Capital 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	$35M	Hold	397,562	–	–	0.91%	24
2026 Q1	$25.1M	Hold	397,562	–	–	0.74%	26
2025 Q4	$26.9M	Hold	397,562	–	–	0.75%	26
2025 Q3	$24.6M	Buy	397,562 +78,206	+24%	+$4.29M	0.63%	30
2025 Q2	$15.8M	Hold	319,356	–	–	0.43%	40
2025 Q1	$10.5M	Hold	319,356	–	–	0.36%	41
2024 Q4	$11.1M	Sell	319,356 -144,744	-31%	-$5.07M	0.3%	44
2024 Q3	$15.1M	Hold	464,100	–	–	0.42%	32
2024 Q2	$15.6M	Hold	464,100	–	–	0.47%	29
2024 Q1	$13.4M	Sell	464,100 -323,896	-41%	-$8.49M	0.44%	31
2023 Q4	$19.5M	Hold	787,996	–	–	0.76%	25
2023 Q3	$16.5M	Sell	787,996 -39,800	-5%	-$856K	0.71%	24
2023 Q2	$17.6M	Hold	827,796	–	–	0.7%	25
2023 Q1	$16.9M	Hold	827,796	–	–	0.79%	26
2022 Q4	$15.8M	Hold	827,796	–	–	0.82%	27
2022 Q3	$13.9M	Buy	827,796 +376,636	+83%	+$6.84M	0.75%	26
2022 Q2	$7.26M	Hold	451,160	–	–	0.35%	38
2022 Q1	$8.5M	Hold	451,160	–	–	0.3%	42
2021 Q4	$9.87M	Hold	451,160	–	–	0.29%	43
2021 Q3	$8.26M	Hold	451,160	–	–	0.25%	49
2021 Q2	$7.72M	Hold	451,160	–	–	0.19%	53
2021 Q1	$7.44M	Hold	451,160	–	–	0.19%	54
2020 Q4	$7.38M	Hold	451,160	–	–	0.19%	56
2020 Q3	$6.11M	Hold	451,160	–	–	0.17%	53
2020 Q2	$5.4M	Buy	451,160 +162,576	+56%	+$1.81M	0.17%	59
2020 Q1	$2.63M	Buy	+288,584	New	+$3.44M	0.11%	65

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 $3.38T AUM 44.17% 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

Marsico Capital Management's APH Position: Q2 2026 in Review

Marsico Capital Management held its Amphenol (APH) position steady in Q2 2026 at 397,562 shares worth $35M. The position accounts for 0.91% of the portfolio, ranked #24.

Marsico Capital Management first reported a position in APH in Q1 2020 and has held it in 26 quarters since. 2,341 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Marsico Capital Management held 397,562 shares of Amphenol worth $35M as of Q2 2026.
Marsico Capital Management left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 0.91% of Marsico Capital Management's portfolio in Q2 2026, its #24 holding.
Marsico Capital Management first reported a position in Amphenol in Q1 2020 and has held it in 26 quarters since.
2,341 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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