Position in APH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,718,447
+$21,575,200 QoQ
Shares Held
290,609
+159.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Mar 31, 2026CallValue
$1,326,675
CallShares
10,500
PutValue
$1,137,150
PutShares
9,000
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $672,185,687 across 28 Electronic Components names. APH ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,692,880 | $353,845,777 | |
| 2 | CLS |
Celestica Inc
|
266,723 | $75,130,534 | |
| 3 | JBL |
Jabil Inc
|
154,353 | $41,000,787 | |
| 4 | APH |
Amphenol Corp /De/
This page
|
290,609 | $36,718,447 | |
| 5 | TTMI |
Ttm Technologies Inc
|
373,861 | $36,421,538 | |
| 6 | BHE |
Benchmark Electronics Inc
|
410,258 | $22,999,063 | |
| 7 | OLED |
Universal Display Corp \Pa\
|
250,134 | $22,927,282 | |
| 8 | PLXS |
Plexus Corp
|
79,208 | $16,042,788 |
All Filings in APH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,326,675 | 10,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $36,718,447 | 290,609 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,137,150 | 9,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $15,143,247 | 112,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,216,113 | 228,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $187,228,222 | 1,895,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,157,305 | 48,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,690,350 | 413,108 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,056,060 | 2,410,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $552,434 | 8,200 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $698,866 | 14,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $592,129 | 14,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $598,897 | 14,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,145,247 | 101,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,145,655 | 135,163 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,446,447 | 491,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,178,515 | 533,660 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $671,406 | 17,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $118,071 | 2,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $231,769 | 5,300 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $109,845 | 3,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $146,460 | 4,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $181,286 | 5,300 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $148,432 | 4,500 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $164,925 | 5,000 | Put | Sole | 2021-05-17 | |
| 2020-09-30 | $1,014,760 | 37,490 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||