TwinBeech Capital’s Amphenol APH Stock Holding History

TwinBeech Capital’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	–	Sell	-36,210	Closed	-$2.29M	–	375
2026 Q1	$2.29M	Buy	36,210 +29,784	+463%	+$2.1M	0.24%	131
2025 Q4	$434K	Sell	6,426 -32,030	-83%	-$2.14M	0.03%	423
2025 Q3	$2.38M	Sell	38,456 -7,654	-17%	-$420K	0.09%	214
2025 Q2	$2.28M	Buy	+46,110	New	+$1.89M	0.05%	300
2024 Q4	–	Sell	-722,308	Closed	-$23.5M	–	606
2024 Q3	$23.5M	Sell	722,308 -456,384	-39%	-$14.8M	0.45%	59
2024 Q2	$39.7M	Buy	+1,178,692	New	+$37.2M	0.78%	31
2023 Q3	–	Sell	-333,224	Closed	-$7.08M	–	631
2023 Q2	$7.08M	Sell	333,224 -705,680	-68%	-$13.7M	0.14%	187
2023 Q1	$21.2M	Buy	+1,038,904	New	+$20.5M	0.43%	66
2022 Q4	–	Sell	-12,728	Closed	-$213K	–	681
2022 Q3	$213K	Sell	12,728 -890,884	-99%	-$16.2M	0.01%	582
2022 Q2	$14.5M	Buy	903,612 +775,676	+606%	+$13.5M	0.65%	45
2022 Q1	$2.41M	Buy	+127,936	New	+$2.48M	0.11%	217
2021 Q1	–	Sell	-244,048	Closed	-$3.99M	–	448
2020 Q4	$3.99M	Buy	+244,048	New	+$3.75M	0.65%	37
2020 Q2	–	Sell	-156,664	Closed	-$1.43M	–	352
2020 Q1	$1.43M	Buy	+156,664	New	+$1.87M	0.57%	57

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

TwinBeech Capital's APH Position: Q2 2026 in Review

TwinBeech Capital sold out of Amphenol (APH) in Q2 2026, closing a stake of 36,210 shares — an estimated $2.29M sold.

TwinBeech Capital first reported a position in APH in Q1 2020 and held it in 13 quarters. The position peaked at $39.7M in Q2 2024. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

TwinBeech Capital reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 36,210 Amphenol shares in Q2 2026, an estimated $2.29M.
TwinBeech Capital first reported a position in Amphenol in Q1 2020 and held it in 13 quarters.
TwinBeech Capital's Amphenol position peaked at $39.7M in Q2 2024.
2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.