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Tema ETFs’s Amphenol APH Stock Holding History

Tema ETFs’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 		$41M Buy
232,775
+106,237
+84% +$15.3M 1.33% 16
2026
Q1 		$16M Buy
126,538
+15,883
+14% +$2.24M 1.07% 19
2025
Q4 		$15M Buy
110,655
+43,931
+66% +$5.88M 1.16% 11
2025
Q3 		$8.26M Buy
66,724
+26,789
+67% +$2.94M 0.69% 29
2025
Q2 		$3.94M Buy
39,935
+10,374
+35% +$848K 1.05% 29
2025
Q1 		$1.94M Buy
29,561
+23,793
+413% +$1.62M 0.58% 59
2024
Q4 		$401K Buy
+5,768
New +$404K 0.17% 114

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

Tema ETFs's APH Position: Q2 2026 in Review

Tema ETFs increased its Amphenol (APH) stake by 84% in Q2 2026, buying an estimated $15.3M and bringing the position to 232,775 shares worth $41M. The position accounts for 1.33% of the portfolio, ranked #16.

Tema ETFs first reported a position in APH in Q4 2024 and has held it in 7 quarters since. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Tema ETFs held 232,775 shares of Amphenol worth $41M as of Q2 2026.
  • Tema ETFs bought 106,237 Amphenol shares in Q2 2026, an estimated $15.3M.
  • Amphenol made up 1.33% of Tema ETFs's portfolio in Q2 2026, its #16 holding.
  • Tema ETFs first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.