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Second Line Capital’s Amphenol APH Stock Holding History

Second Line 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 		$3.63M Buy
41,126
+2,216
+6% +$160K 0.68% 30
2026
Q1 		$2.87M Buy
38,910
+2,416
+7% +$170K 0.54% 36
2025
Q4 		$2.47M Buy
+36,494
New +$2.44M 0.51% 39

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 $3.37T AUM 44.26% 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

Second Line Capital's APH Position: Q2 2026 in Review

Second Line Capital increased its Amphenol (APH) stake by 5.7% in Q2 2026, buying an estimated $160K and bringing the position to 41,126 shares worth $3.63M. The position accounts for 0.68% of the portfolio, ranked #30.

Second Line Capital first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Second Line Capital held 41,126 shares of Amphenol worth $3.63M as of Q2 2026.
  • Second Line Capital bought 2,216 Amphenol shares in Q2 2026, an estimated $160K.
  • Amphenol made up 0.68% of Second Line Capital's portfolio in Q2 2026, its #30 holding.
  • Second Line Capital first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.