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 |
743,744
-68,860
| -8% | -$9.93M | 5.35% | 4 |
|
|
2026
Q1 | $103M | Sell |
812,604
-116,074
| -12% | -$16.3M | 4.57% | 4 |
|
|
2025
Q4 | $126M | Sell |
928,678
-150,071
| -14% | -$20.1M | 5.41% | 3 |
|
|
2025
Q3 | $133M | Sell |
1,078,749
-93,018
| -8% | -$10.2M | 5.56% | 3 |
|
|
2025
Q2 | $116M | Sell |
1,171,767
-105,590
| -8% | -$8.64M | 4.92% | 3 |
|
|
2025
Q1 | $83.8M | Sell |
1,277,357
-101,420
| -7% | -$6.92M | 3.8% | 7 |
|
|
2024
Q4 | $95.8M | Buy |
1,378,777
+6,297
| +0.5% | +$441K | 4.37% | 4 |
|
|
2024
Q3 | $89.4M | Buy |
1,372,480
+4,373
| +0.3% | +$283K | 4.01% | 4 |
|
|
2024
Q2 | $92.2M | Buy |
1,368,107
+38,833
| +3% | +$2.45M | 4.62% | 5 |
|
|
2024
Q1 | $76.7M | Sell |
1,329,274
-10,828
| -0.8% | -$567K | 3.84% | 7 |
|
|
2023
Q4 | $66.4M | Sell |
1,340,102
-3,208
| -0.2% | -$142K | 3.71% | 9 |
|
|
2023
Q3 | $56.4M | Sell |
1,343,310
-1,312
| -0.1% | -$56.4K | 3.52% | 9 |
|
|
2023
Q2 | $57.1M | Sell |
1,344,622
-68,100
| -5% | -$2.65M | 3.44% | 11 |
|
|
2023
Q1 | $57.7M | Buy |
1,412,722
+11,066
| +0.8% | +$437K | 3.75% | 8 |
|
|
2022
Q4 | $53.4M | Sell |
1,401,656
-18,754
| -1% | -$710K | 3.86% | 8 |
|
|
2022
Q3 | $47.6M | Sell |
1,420,410
-2,774
| -0.2% | -$101K | 3.86% | 7 |
|
|
2022
Q2 | $45.8M | Buy |
1,423,184
+20,496
| +1% | +$713K | 3.59% | 9 |
|
|
2022
Q1 | $52.8M | Buy |
1,402,688
+4,450
| +0.3% | +$172K | 3.65% | 8 |
|
|
2021
Q4 | $61.1M | Sell |
1,398,238
-5,720
| -0.4% | -$232K | 3.76% | 8 |
|
|
2021
Q3 | $51.4M | Sell |
1,403,958
-16,780
| -1% | -$616K | 2.59% | 14 |
|
|
2021
Q2 | $48.6M | Buy |
1,420,738
+534
| +0% | +$18K | 2.53% | 14 |
|
|
2021
Q1 | $46.8M | Buy |
1,420,204
+952
| +0.1% | +$30.9K | 2.65% | 15 |
|
|
2020
Q4 | $46.4M | Sell |
1,419,252
-1,300
| -0.1% | -$39.9K | 3.16% | 12 |
|
|
2020
Q3 | $38.5M | Sell |
1,420,552
-592
| -0% | -$15.6K | 3.31% | 11 |
|
|
2020
Q2 | $34M | Buy |
1,421,144
+76,400
| +6% | +$1.71M | 3.28% | 11 |
|
|
2020
Q1 | $24.5M | Buy |
1,344,744
+238,948
| +22% | +$5.7M | 3.41% | 11 |
|
|
2019
Q4 | $29.9M | Hold |
1,105,796
| – | – | 3.3% | 11 |
|
|
2019
Q3 | $26.7M | Buy |
1,105,796
+282,056
| +34% | +$6.5M | 3.04% | 12 |
|
|
2019
Q2 | $19.8M | Buy |
823,740
+218,840
| +36% | +$5.27M | 2.33% | 16 |
|
|
2019
Q1 | $14.3M | Buy |
604,900
+50,396
| +9% | +$1.13M | 1.87% | 26 |
|
|
2018
Q4 | $11.2M | Buy |
554,504
+229,536
| +71% | +$4.93M | 1.71% | 26 |
|
|
2018
Q3 | $7.64M | Buy |
324,968
+5,760
| +2% | +$134K | 0.93% | 48 |
|
|
2018
Q2 | $6.96M | Buy |
319,208
+80,656
| +34% | +$1.76M | 0.91% | 51 |
|
|
2018
Q1 | $5.14M | Buy |
238,552
+39,000
| +20% | +$878K | 0.73% | 53 |
|
|
2017
Q4 | $4.38M | Buy |
+199,552
| 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 743,744 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. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Port Capital held 743,744 shares of Amphenol worth $131M as of Q2 2026.
- Port Capital sold 68,860 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.
- 2,321 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.