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APH

Amphenol Corporation · XNYS

Season
Q2 2026 · as of Jun 30
Holders
9 of 97 filed · prev 7
Median weight
0.81%
Sector
Technology
Type
equity · US

Moves7 this quarter

Streakslongest holders · 53 quarters on record

  1. Jensen Robert McIver, CEO 2.6%53+ quarters
  2. Torray James Bailey, portfolio manager 1.4%53+ quarters
  3. Baron Ron Baron, CEO 0.4%29 quarters
  4. Matrix David Katz, CIO 0.0%7 quarters
  5. Egerton John Armitage, CIO 8.3%6 quarters

The record for APH begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding9 Q2 2026

Largest weight8.3% Q2 2026

Holders9 of 97 filed · 1 exited

EgertonJohn Armitage, CIO8.29%4,866,688$858Madded+69%+4.26 pp6 q
JensenRobert McIver, CEO2.63%614,660$108Madded×2.7+2.07 pp53+ q
TorrayJames Bailey, portfolio manager1.41%59,235$10Mtrimmed−6%−0.24 pp53+ q
AtreidesGavin Baker, founder1.01%640,069$113Mnew+1.01 ppnew
CenturyArnold Van Den Berg, CIO0.81%21,645$4Mnew+0.81 ppnew
BaronRon Baron, CEO0.42%1,598,059$282Mtrimmed−4%−0.21 pp29 q
WeitzBrad Hinton, CIO0.11%9,200$2Mheld—2 q
MatrixDavid Katz, CIO0.04%3,056$538,834held—7 q
MaverickBen Silver, CIO0.01%6,423$1Mnew—new
Lone PineDavid Craver, CIO———exited−0.22 pp—