SAM

Silphium Asset Management’s Amphenol APH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33,000	Closed	-$2.77M	–	42
2023 Q3	$2.77M	Sell	33,000 -11,000	-25%	-$924K	0.89%	37
2023 Q2	$3.74M	Hold	44,000	–	–	1.62%	15
2023 Q1	$3.6M	Buy	+44,000	New	+$3.6M	2.76%	10