TFR Capital’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$984K Sell
11,164
-1,296
-10% -$93.4K 0.28% 83
2026
Q1
$787K Sell
12,460
-30
-0.2% -$2.11K 0.24% 87
2025
Q4
$844K Buy
12,490
+526
+4% +$35.2K 0.28% 79
2025
Q3
$740K Buy
11,964
+5,488
+85% +$301K 0.25% 84
2025
Q2
$320K Sell
6,476
-1,730
-21% -$70.7K 0.12% 129
2025
Q1
$269K Buy
8,206
+1,930
+31% +$65.8K 0.11% 132
2024
Q4
$218K Buy
+6,276
New +$220K 0.11% 104

Other funds holding APH

TFR Capital's APH Position: Q2 2026 in Review

TFR Capital reduced its Amphenol (APH) stake by 10% in Q2 2026, selling an estimated $93.4K and leaving 11,164 shares worth $984K. The position accounts for 0.28% of the portfolio, ranked #83.

TFR Capital first reported a position in APH in Q4 2024 and has held it in 7 quarters since. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • TFR Capital held 11,164 shares of Amphenol worth $984K as of Q2 2026.
  • TFR Capital sold 1,296 Amphenol shares in Q2 2026, an estimated $93.4K.
  • Amphenol made up 0.28% of TFR Capital's portfolio in Q2 2026, its #83 holding.
  • TFR Capital first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.