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Equibles

Gotham Asset Management, LLC

Position in APH — Amphenol Corp /De/

CIK 1510387 NEW YORK, NY
Back to APH Full portfolio

Position in APH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$90,428,180
-$29,587,136 QoQ
Shares Held
1,025,728
-46.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#279
of 2,328 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in APH Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

Gotham Asset Management, LLC holds $323,030,248 across 21 Electronic Components names. APH ranks #1 (28.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
This page 		1,025,728 $90,428,180
2 JBL
Jabil Inc
 227,129 $87,553,686
3 LFUS
Littelfuse Inc /De
 147,110 $66,983,596
4 RAL
Ralliant Corp
 422,045 $31,075,173
5 GLW
Corning Inc /Ny
 71,658 $18,303,602
6 FLEX
Flex Ltd.
 38,749 $6,280,050
7 TEL
TE Connectivity plc
 27,884 $5,621,693
8 OLED
Universal Display Corp \Pa\
 48,694 $4,216,413

All Filings in APH

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $90,428,180 256,432
2026-03-31 $120,015,316 474,932
2025-12-31 $95,648,848 353,888
2025-09-30 $79,029,225 319,310
2025-06-30 $38,682,350 195,860
2025-03-31 $23,598,494 179,894
2024-12-31 $19,274,736 138,767
2024-09-30 $18,157,485 139,330
2024-06-30 $18,959,130 140,709
2024-03-31 $13,368,834 57,949
2023-12-31 $7,784,480 39,264
2023-09-30 $13,122,597 78,120
2023-06-30 $12,323,356 72,533
2023-03-31 $12,219,264 74,763
2022-12-31 $14,986,940 98,417
2022-09-30 $13,497,261 100,786
2022-06-30 $9,073,330 70,467
2022-03-31 $3,352,472 22,246
2021-12-31 $1,039,199 5,941
2021-06-30 $847,052 6,191
2021-03-31 $2,218,307 16,813
2020-12-31 $6,554,212 25,060
2020-09-30 $5,736,773 26,493
2020-06-30 $7,575,665 39,535
2020-03-31 $13,941,652 95,648