Sands Capital Management’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
$135M Sell
1,527,902
-83,302
-5% -$6M 0.5% 43
2026
Q1
$102M Sell
1,611,204
-146,804
-8% -$10.3M 0.4% 44
2025
Q4
$119M Buy
1,758,008
+167,540
+11% +$11.2M 0.36% 45
2025
Q3
$98.4M Sell
1,590,468
-289,774
-15% -$15.9M 0.27% 51
2025
Q2
$92.8M Buy
1,880,242
+21,938
+1% +$897K 0.27% 53
2025
Q1
$60.9M Buy
+1,858,304
New +$63.4M 0.21% 60

Other funds holding APH

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

Sands Capital Management reduced its Amphenol (APH) stake by 5.2% in Q2 2026, selling an estimated $6M and leaving 1,527,902 shares worth $135M. The position accounts for 0.5% of the portfolio, ranked #43.

Sands Capital Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Sands Capital Management held 1,527,902 shares of Amphenol worth $135M as of Q2 2026.
  • Sands Capital Management sold 83,302 Amphenol shares in Q2 2026, an estimated $6M.
  • Amphenol made up 0.5% of Sands Capital Management's portfolio in Q2 2026, its #43 holding.
  • Sands Capital Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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