Thames Capital Management’s Amphenol APH Stock Holding History

Thames Capital 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	$25.1M	Sell	284,278 -7,072	-2%	-$510K	2.06%	20
2026 Q1	$18.4M	Sell	291,350 -14,074	-5%	-$991K	3.3%	7
2025 Q4	$20.6M	Buy	305,424 +25,012	+9%	+$1.67M	3%	13
2025 Q3	$17.4M	Hold	280,412	–	–	2.48%	15
2025 Q2	$13.8M	Hold	280,412	–	–	3.14%	12
2025 Q1	$9.2M	Hold	280,412	–	–	3.53%	14
2024 Q4	$9.74M	Hold	280,412	–	–	2.64%	17
2024 Q3	$9.14M	Hold	280,412	–	–	2.85%	17
2024 Q2	$9.45M	Hold	280,412	–	–	3.7%	14
2024 Q1	$8.09M	Sell	280,412 -52,748	-16%	-$1.38M	3.36%	17
2023 Q4	$8.26M	Hold	333,160	–	–	4.25%	10
2023 Q3	$7M	Hold	333,160	–	–	4%	9
2023 Q2	$7.08M	Hold	333,160	–	–	3.77%	10
2023 Q1	$6.81M	Hold	333,160	–	–	4.79%	10
2022 Q4	$6.34M	Hold	333,160	–	–	3.01%	14
2022 Q3	$5.58M	Sell	333,160 -245,008	-42%	-$4.45M	2.77%	16
2022 Q2	$9.31M	Hold	578,168	–	–	3.74%	13
2022 Q1	$10.9M	Hold	578,168	–	–	2.3%	20
2021 Q4	$12.6M	Sell	578,168 -3,088	-0.5%	-$62.5K	2.42%	17
2021 Q3	$10.6M	Hold	581,256	–	–	2.32%	19
2021 Q2	$9.94M	Sell	581,256 -240	-0%	-$4.05K	2.33%	14
2021 Q1	$9.59M	Hold	581,496	–	–	2.21%	19
2020 Q4	$9.51M	Hold	581,496	–	–	2.67%	12
2020 Q3	$7.87M	Hold	581,496	–	–	2.78%	12
2020 Q2	$6.96M	Buy	581,496 +546,376	+1,556%	+$6.1M	2.73%	11
2020 Q1	$320K	Sell	35,120 -688,080	-95%	-$8.2M	0.25%	26
2019 Q4	$9.78M	Sell	723,200 -302,480	-29%	-$3.86M	3.24%	10
2019 Q3	$12.4M	Buy	+1,025,680	New	+$11.8M	3.68%	9

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

Thames Capital Management's APH Position: Q2 2026 in Review

Thames Capital Management reduced its Amphenol (APH) stake by 2.4% in Q2 2026, selling an estimated $510K and leaving 284,278 shares worth $25.1M. The position accounts for 2.06% of the portfolio, ranked #20.

Thames Capital Management first reported a position in APH in Q3 2019 and has held it in 28 quarters since. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Thames Capital Management held 284,278 shares of Amphenol worth $25.1M as of Q2 2026.
Thames Capital Management sold 7,072 Amphenol shares in Q2 2026, an estimated $510K.
Amphenol made up 2.06% of Thames Capital Management's portfolio in Q2 2026, its #20 holding.
Thames Capital Management first reported a position in Amphenol in Q3 2019 and has held it in 28 quarters since.
2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.