VCP
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Varenne Capital Partners’s Amphenol APH Stock Holding History

Varenne Capital Partners’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 		$32.8M Buy
372,220
+1,486
+0.4% +$107K 5.44% 5
2026
Q1 		$23.5M Buy
370,734
+3,234
+0.9% +$228K 5.69% 9
2025
Q4 		$24.8M Sell
367,500
-836,372
-69% -$55.9M 4.77% 8
2025
Q3 		$74.5M Sell
1,203,872
-343,618
-22% -$18.9M 14.14% 1
2025
Q2 		$76.4M Buy
1,547,490
+1,312,436
+558% +$53.7M 13.25% 2
2025
Q1 		$7.71M Sell
235,054
-522,180
-69% -$17.8M 2.77% 11
2024
Q4 		$26.3M Sell
757,234
-475,854
-39% -$16.7M 7.76% 7
2024
Q3 		$40.2M Buy
+1,233,088
New +$40M 7.69% 8

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 $3.38T AUM 44.17% 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

Varenne Capital Partners's APH Position: Q2 2026 in Review

Varenne Capital Partners increased its Amphenol (APH) stake by 0.4% in Q2 2026, buying an estimated $107K and bringing the position to 372,220 shares worth $32.8M. The position accounts for 5.44% of the portfolio, ranked #5.

Varenne Capital Partners first reported a position in APH in Q3 2024 and has held it in 8 quarters since. The position peaked at $76.4M in Q2 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Varenne Capital Partners held 372,220 shares of Amphenol worth $32.8M as of Q2 2026.
  • Varenne Capital Partners bought 1,486 Amphenol shares in Q2 2026, an estimated $107K.
  • Amphenol made up 5.44% of Varenne Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Varenne Capital Partners first reported a position in Amphenol in Q3 2024 and has held it in 8 quarters since.
  • Varenne Capital Partners's Amphenol position peaked at $76.4M in Q2 2025.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Varenne Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.