Position in APH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$513,430,792
+$508,529,676 QoQ
Shares Held
5,823,852
+7406.9% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 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
$1,939,520
CallShares
22,000
PutValue
$1,551,616
PutShares
17,600
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, 2026Balyasny Asset Management L.P. holds $789,274,581 across 14 Electronic Components names. APH ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
5,823,852 | $513,430,792 | |
| 2 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 3 | FLEX |
Flex Ltd.
|
537,319 | $87,083,290 | |
| 4 | FN |
Fabrinet
|
45,847 | $25,769,681 | |
| 5 | PLXS |
Plexus Corp
|
58,864 | $17,698,638 | |
| 6 | JBL |
Jabil Inc
|
24,729 | $9,532,534 | |
| 7 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 8 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 |
All Filings in APH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,520 | 5,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $513,430,792 | 1,455,963 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,551,616 | 4,400 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $4,901,116 | 19,395 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $758,100 | 3,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $3,057,670 | 12,100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $837,868 | 3,100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $6,569,966 | 24,308 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $315,437,265 | 1,274,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,054,467 | 1,134,453 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,885,501 | 593,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,601,899 | 3,258,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $386,393,196 | 2,964,957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $423,959,410 | 3,146,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $157,498,428 | 682,698 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,574,009 | 12,983 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $406,366,801 | 2,419,138 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $160,159,123 | 942,667 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $3,041,189 | 22,709 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $5,396,975 | 41,915 | Shares | Other | 2022-08-15 | |
| 2021-03-31 | $40,294,739 | 305,402 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,795,495 | 60,394 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,944,540 | 50,543 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||