Semanteon Capital Management’s Amphenol APH Stock Holding History

Semanteon Capital Management’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	$264K	Buy	+1,500	New	+$216K	1.19%	2
2025 Q4	–	Sell	-4,595	Closed	-$569K	–	19
2025 Q3	$569K	Buy	+4,595	New	+$504K	0.71%	31
2025 Q2	–	Sell	-22,849	Closed	-$1.5M	–	107
2025 Q1	$1.5M	Buy	22,849 +1,945	+9%	+$133K	0.81%	12
2024 Q4	$1.45M	Buy	20,904 +4,117	+25%	+$288K	0.78%	24
2024 Q3	$1.09M	Buy	+16,787	New	+$1.09M	0.74%	62

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Semanteon Capital Management opened a new position in Amphenol (APH) in Q2 2026: 1,500 shares worth $264K. The stake represents 1.19% of the portfolio and ranks #2 among its holdings. This is a return to the name: Semanteon Capital Management previously reported a position in APH as recently as Q3 2025.

Semanteon Capital Management first reported a position in APH in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Semanteon Capital Management held 1,500 shares of Amphenol worth $264K as of Q2 2026.
Amphenol was a new Semanteon Capital Management position in Q2 2026.
Amphenol made up 1.19% of Semanteon Capital Management's portfolio in Q2 2026, its #2 holding.
Semanteon Capital Management first reported a position in Amphenol in Q3 2024 and has held it in 5 quarters since.
Semanteon Capital Management's Amphenol position peaked at $1.5M in Q1 2025.
2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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