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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$76.4M Buy
773,745
+656,218
+558% +$64.8M 13.25% 1
2025
Q1 		$7.71M Sell
117,527
-261,090
-69% -$17.1M 2.77% 11
2024
Q4 		$26.3M Sell
378,617
-237,927
-39% -$16.5M 7.76% 7
2024
Q3 		$40.2M Buy
+616,544
New +$40.2M 7.69% 8