Silphium Asset Management’s Amphenol APH Stock Holding History

Silphium Asset 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 Q1	$963K	Sell	7,620 -2,280	-23%	-$321K	0.36%	33
2025 Q4	$1.34M	Buy	+9,900	New	+$1.32M	0.57%	37
2023 Q4	–	Sell	-66,000	Closed	-$2.77M	–	42
2023 Q3	$2.77M	Sell	66,000 -22,000	-25%	-$946K	0.89%	38
2023 Q2	$3.74M	Hold	88,000	–	–	1.62%	18
2023 Q1	$3.6M	Buy	+88,000	New	+$3.47M	2.76%	11

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Silphium Asset Management's APH Position: Q1 2026 in Review

Silphium Asset Management reduced its Amphenol (APH) stake by 23% in Q1 2026, selling an estimated $321K and leaving 7,620 shares worth $963K. The position accounts for 0.36% of the portfolio, ranked #33.

Silphium Asset Management first reported a position in APH in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.74M in Q2 2023. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Silphium Asset Management held 7,620 shares of Amphenol worth $963K as of Q1 2026.
Silphium Asset Management sold 2,280 Amphenol shares in Q1 2026, an estimated $321K.
Amphenol made up 0.36% of Silphium Asset Management's portfolio in Q1 2026, its #33 holding.
Silphium Asset Management first reported a position in Amphenol in Q1 2023 and has held it in 5 quarters since.
Silphium Asset Management's Amphenol position peaked at $3.74M in Q2 2023.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Silphium Asset Management's 13F filing for Q1 2026, filed 5 May 2026.