Rheos Capital Works’s Amphenol APH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-79,700	Closed	-$5.54M	–	70
2024 Q4	$5.54M	Buy	79,700 +11,700	+17%	+$813K	0.31%	84
2024 Q3	$4.43M	Hold	68,000	–	–	0.23%	100
2024 Q2	$4.58M	Buy	+68,000	New	+$4.58M	0.24%	88