Position in APH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,191,365
-$46,245,529 QoQ
Shares Held
308,432
-73.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#485
of 2,328 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Jun 30, 2026CallValue
$11,566,592
CallShares
131,200
PutValue
$14,211,392
PutShares
161,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $968,975,889 across 31 Electronic Components names. APH ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
2,028,193 | $408,903,990 | |
| 2 | FN |
Fabrinet
|
195,083 | $109,652,252 | |
| 3 | TTMI |
Ttm Technologies Inc
|
461,830 | $86,371,446 | |
| 4 | CLS |
Celestica Inc
|
147,323 | $53,743,430 | |
| 5 | ROG |
Rogers Corp
|
300,059 | $49,128,660 | |
| 6 | BHE |
Benchmark Electronics Inc
|
490,220 | $48,370,007 | |
| 7 | RAL |
Ralliant Corp
|
597,415 | $43,987,666 | |
| 8 | APH |
Amphenol Corp /De/
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|
308,432 | $27,191,365 |
All Filings in APH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,191,365 | 77,108 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $11,566,592 | 32,800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $14,211,392 | 40,300 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $2,653,350 | 10,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $73,436,894 | 290,609 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,274,300 | 9,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $30,286,495 | 112,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,432,227 | 228,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374,456,445 | 1,895,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,314,611 | 48,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,380,701 | 413,108 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $314,112,120 | 2,410,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,104,868 | 8,200 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,795,466 | 14,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,368,518 | 14,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,395,590 | 14,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,580,988 | 101,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,582,621 | 135,163 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,785,789 | 491,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,714,061 | 533,660 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,685,624 | 17,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $472,284 | 2,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $927,076 | 5,300 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $439,380 | 3,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $585,840 | 4,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $725,146 | 5,300 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $593,730 | 4,500 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $659,700 | 5,000 | Put | Sole | 2021-05-17 | |
| 2020-09-30 | $8,118,054 | 37,490 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||