Baker Avenue Asset Management, LP

Position in APH — Amphenol Corp /De/

CIK 1432529 SAN FRANCISCO, CA

Position in APH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$19,770,585

+$19,770,585 QoQ

Shares Held

224,258

+0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#115

of 1,001 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Technology · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $78,722,580 across 5 Electronic Components names. APH ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	172,950	$44,176,618
2	APH	Amphenol Corp /De/ This page	224,258	$19,770,585
3	FLEX	Flex Ltd.	82,343	$13,345,330
4	JBL	Jabil Inc	2,510	$967,554
5	TEL	TE Connectivity plc	2,294	$462,493

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,770,585	112,129	+0.5%	Shares	Sole	2026-07-28
2026-03-31	—	111,525	+6.2%	Shares	Sole	2026-05-12
2025-12-31	—	105,006	-15.4%	Shares	Sole	2026-02-10
2025-09-30	—	124,148	-5.9%	Shares	Sole	2025-10-31
2025-06-30	—	131,875	-6.0%	Shares	Sole	2025-08-13
2025-03-31	—	140,244	+0.7%	Shares	Sole	2025-05-08
2024-12-31	—	139,234	-1.2%	Shares	Sole	2025-02-14
2024-09-30	—	140,922	-0.9%	Shares	Sole	2024-11-04
2024-06-30	—	142,229	+91.4%	Shares	Sole	2024-08-08
2024-03-31	—	74,321	-0.1%	Shares	Sole	2024-05-13
2023-12-31	—	74,422	+2.4%	Shares	Sole	2024-02-15
2023-09-30	—	72,682	+0.4%	Shares	Sole	2023-11-15
2023-06-30	—	72,370	-2.3%	Shares	Sole	2023-08-14
2023-03-31	—	74,098	-9.4%	Shares	Sole	2023-05-16
2022-12-31	—	81,754	+9.3%	Shares	Sole	2023-02-14
2022-09-30	—	74,831	-0.8%	Shares	Sole	2022-11-14
2022-06-30	—	75,458	+0.2%	Shares	Sole	2022-08-03
2022-03-31	—	75,319	+2.3%	Shares	Sole	2022-05-16
2021-12-31	—	73,643	+4.1%	Shares	Sole	2022-02-11
2021-09-30	—	70,709	+3.5%	Shares	Sole	2021-11-15
2021-06-30	—	68,310	+4.3%	Shares	Sole	2021-08-16
2021-03-31	—	65,519	+91.5%	Shares	Sole	2021-05-17
2020-12-31	—	34,215	+0.7%	Shares	Sole	2021-02-17
2020-09-30	—	33,974	-1.2%	Shares	Sole	2020-11-16
2020-06-30	—	34,391	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.