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TOMS Capital Investment Management’s Amphenol APH Stock Holding History

TOMS Capital Investment Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,492,400
Closed -$104M – 16
2024
Q4 		$104M Buy
1,492,400
+90,727
+6% +$6.3M 3.77% 3
2024
Q3 		$91.3M Buy
1,401,673
+274,273
+24% +$17.9M 3.4% 6
2024
Q2 		$76M Buy
+1,127,400
New +$76M 2.85% 7