Port Capital’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Sell |
1,487,488
-137,720
| -8% | -$9.93M | 5.35% | 4 |
|
|
2026
Q1 | $103M | Sell |
1,625,208
-232,148
| -12% | -$16.3M | 4.57% | 4 |
|
|
2025
Q4 | $126M | Sell |
1,857,356
-300,142
| -14% | -$20.1M | 5.41% | 3 |
|
|
2025
Q3 | $133M | Sell |
2,157,498
-186,036
| -8% | -$10.2M | 5.56% | 3 |
|
|
2025
Q2 | $116M | Sell |
2,343,534
-211,180
| -8% | -$8.64M | 4.92% | 3 |
|
|
2025
Q1 | $83.8M | Sell |
2,554,714
-202,840
| -7% | -$6.92M | 3.8% | 7 |
|
|
2024
Q4 | $95.8M | Buy |
2,757,554
+12,594
| +0.5% | +$441K | 4.37% | 4 |
|
|
2024
Q3 | $89.4M | Buy |
2,744,960
+8,746
| +0.3% | +$284K | 4.01% | 4 |
|
|
2024
Q2 | $92.2M | Buy |
2,736,214
+77,666
| +3% | +$2.45M | 4.62% | 5 |
|
|
2024
Q1 | $76.7M | Sell |
2,658,548
-21,656
| -0.8% | -$567K | 3.84% | 7 |
|
|
2023
Q4 | $66.4M | Sell |
2,680,204
-6,416
| -0.2% | -$142K | 3.71% | 9 |
|
|
2023
Q3 | $56.4M | Sell |
2,686,620
-2,624
| -0.1% | -$56.4K | 3.52% | 9 |
|
|
2023
Q2 | $57.1M | Sell |
2,689,244
-136,200
| -5% | -$2.65M | 3.44% | 11 |
|
|
2023
Q1 | $57.7M | Buy |
2,825,444
+22,132
| +0.8% | +$437K | 3.75% | 8 |
|
|
2022
Q4 | $53.4M | Sell |
2,803,312
-37,508
| -1% | -$710K | 3.86% | 8 |
|
|
2022
Q3 | $47.6M | Sell |
2,840,820
-5,548
| -0.2% | -$101K | 3.86% | 7 |
|
|
2022
Q2 | $45.8M | Buy |
2,846,368
+40,992
| +1% | +$713K | 3.59% | 9 |
|
|
2022
Q1 | $52.8M | Buy |
2,805,376
+8,900
| +0.3% | +$172K | 3.65% | 8 |
|
|
2021
Q4 | $61.1M | Sell |
2,796,476
-11,440
| -0.4% | -$232K | 3.76% | 8 |
|
|
2021
Q3 | $51.4M | Sell |
2,807,916
-33,560
| -1% | -$616K | 2.59% | 14 |
|
|
2021
Q2 | $48.6M | Buy |
2,841,476
+1,068
| +0% | +$18K | 2.53% | 14 |
|
|
2021
Q1 | $46.8M | Buy |
2,840,408
+1,904
| +0.1% | +$30.9K | 2.65% | 15 |
|
|
2020
Q4 | $46.4M | Sell |
2,838,504
-2,600
| -0.1% | -$39.9K | 3.16% | 12 |
|
|
2020
Q3 | $38.5M | Sell |
2,841,104
-1,184
| -0% | -$15.6K | 3.31% | 11 |
|
|
2020
Q2 | $34M | Buy |
2,842,288
+152,800
| +6% | +$1.71M | 3.28% | 11 |
|
|
2020
Q1 | $24.5M | Buy |
2,689,488
+477,896
| +22% | +$5.7M | 3.41% | 11 |
|
|
2019
Q4 | $29.9M | Hold |
2,211,592
| – | – | 3.3% | 11 |
|
|
2019
Q3 | $26.7M | Buy |
2,211,592
+564,112
| +34% | +$6.5M | 3.04% | 12 |
|
|
2019
Q2 | $19.8M | Buy |
1,647,480
+437,680
| +36% | +$5.27M | 2.33% | 16 |
|
|
2019
Q1 | $14.3M | Buy |
1,209,800
+100,792
| +9% | +$1.13M | 1.87% | 26 |
|
|
2018
Q4 | $11.2M | Buy |
1,109,008
+459,072
| +71% | +$4.93M | 1.71% | 26 |
|
|
2018
Q3 | $7.64M | Buy |
649,936
+11,520
| +2% | +$134K | 0.93% | 48 |
|
|
2018
Q2 | $6.96M | Buy |
638,416
+161,312
| +34% | +$1.76M | 0.91% | 51 |
|
|
2018
Q1 | $5.14M | Buy |
477,104
+78,000
| +20% | +$878K | 0.73% | 53 |
|
|
2017
Q4 | $4.38M | Buy |
+399,104
| New | +$4.39M | 0.62% | 57 |
|
Other funds holding APH
Port Capital's APH Position: Q2 2026 in Review
Port Capital reduced its Amphenol (APH) stake by 8.5% in Q2 2026, selling an estimated $9.93M and leaving 1,487,488 shares worth $131M. The position accounts for 5.35% of the portfolio, ranked #4.
Port Capital first reported a position in APH in Q4 2017 and has held it in 35 quarters since. The position peaked at $133M in Q3 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Port Capital held 1,487,488 shares of Amphenol worth $131M as of Q2 2026.
- Port Capital sold 137,720 Amphenol shares in Q2 2026, an estimated $9.93M.
- Amphenol made up 5.35% of Port Capital's portfolio in Q2 2026, its #4 holding.
- Port Capital first reported a position in Amphenol in Q4 2017 and has held it in 35 quarters since.
- Port Capital's Amphenol position peaked at $133M in Q3 2025.
- 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Port Capital's 13F filing for Q2 2026, filed 14 Aug 2026.