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NZS Capital’s Amphenol APH Stock Holding History

NZS 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 		$181M Buy
2,048,660
+530,710
+35% +$38.3M 4.68% 4
2026
Q1 		$95.9M Buy
1,517,950
+546,098
+56% +$38.4M 3.2% 8
2025
Q4 		$65.7M Sell
971,852
-792,400
-45% -$53M 2.01% 15
2025
Q3 		$109M Sell
1,764,252
-881,634
-33% -$48.4M 3.34% 5
2025
Q2 		$131M Sell
2,645,886
-105,904
-4% -$4.33M 4.44% 4
2025
Q1 		$90.2M Buy
2,751,790
+805,260
+41% +$27.5M 4.07% 4
2024
Q4 		$67.6M Buy
1,946,530
+124,424
+7% +$4.36M 2.88% 11
2024
Q3 		$59.4M Buy
1,822,106
+92,584
+5% +$3M 2.31% 16
2024
Q2 		$58.3M Sell
1,729,522
-1,543,342
-47% -$48.7M 2.39% 14
2024
Q1 		$94.4M Buy
3,272,864
+606,300
+23% +$15.9M 3.92% 5
2023
Q4 		$66.1M Sell
2,666,564
-261,268
-9% -$5.77M 3.48% 8
2023
Q3 		$61.5M Buy
2,927,832
+1,608,228
+122% +$34.6M 3.31% 8
2023
Q2 		$28M Buy
1,319,604
+43,120
+3% +$837K 1.4% 24
2023
Q1 		$26.1M Buy
1,276,484
+464,756
+57% +$9.18M 1.38% 22
2022
Q4 		$15.5M Buy
811,728
+89,220
+12% +$1.69M 1.32% 25
2022
Q3 		$12.1M Buy
722,508
+300,764
+71% +$5.46M 1.11% 29
2022
Q2 		$6.79M Sell
421,744
-1,097,432
-72% -$19.1M 0.73% 44
2022
Q1 		$28.6M Sell
1,519,176
-532,484
-26% -$10.3M 2.89% 12
2021
Q4 		$44.9M Buy
2,051,660
+319,656
+18% +$6.47M 3.93% 5
2021
Q3 		$31.7M Sell
1,732,004
-152,768
-8% -$2.8M 3.13% 7
2021
Q2 		$32.2M Buy
+1,884,772
New +$31.8M 2.96% 12

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 $3.38T AUM 44.17% 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

NZS Capital's APH Position: Q2 2026 in Review

NZS Capital increased its Amphenol (APH) stake by 35% in Q2 2026, buying an estimated $38.3M and bringing the position to 2,048,660 shares worth $181M. The position accounts for 4.68% of the portfolio, ranked #4.

NZS Capital first reported a position in APH in Q2 2021 and has held it in 21 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • NZS Capital held 2,048,660 shares of Amphenol worth $181M as of Q2 2026.
  • NZS Capital bought 530,710 Amphenol shares in Q2 2026, an estimated $38.3M.
  • Amphenol made up 4.68% of NZS Capital's portfolio in Q2 2026, its #4 holding.
  • NZS Capital first reported a position in Amphenol in Q2 2021 and has held it in 21 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.