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 Q2	$1.95M	Buy	22,160 +6,920	+45%	+$499K	0.66%	26
2026 Q1	$963K	Sell	15,240 -4,560	-23%	-$321K	0.36%	33
2025 Q4	$1.34M	Buy	+19,800	New	+$1.32M	0.57%	37
2023 Q4	–	Sell	-132,000	Closed	-$2.77M	–	42
2023 Q3	$2.77M	Sell	132,000 -44,000	-25%	-$946K	0.89%	38
2023 Q2	$3.74M	Hold	176,000	–	–	1.62%	18
2023 Q1	$3.6M	Buy	+176,000	New	+$3.47M	2.76%	11

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

Silphium Asset Management's APH Position: Q2 2026 in Review

Silphium Asset Management increased its Amphenol (APH) stake by 45% in Q2 2026, buying an estimated $499K and bringing the position to 22,160 shares worth $1.95M. The position accounts for 0.66% of the portfolio, ranked #26.

Silphium Asset Management first reported a position in APH in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.74M in Q2 2023. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Silphium Asset Management held 22,160 shares of Amphenol worth $1.95M as of Q2 2026.
Silphium Asset Management bought 6,920 Amphenol shares in Q2 2026, an estimated $499K.
Amphenol made up 0.66% of Silphium Asset Management's portfolio in Q2 2026, its #26 holding.
Silphium Asset Management first reported a position in Amphenol in Q1 2023 and has held it in 6 quarters since.
Silphium Asset Management's Amphenol position peaked at $3.74M in Q2 2023.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.