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Equibles

Allianz Asset Management GmbH

Position in APH — Amphenol Corp /De/

CIK 1535323 MUNICH, 2M
Back to APH Full portfolio

Position in APH

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$728,392,375
+$56,469,648 QoQ
Shares Held
8,262,164
-22.3% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 80% Shared 0% None 20%

Common Shares in APH Over Time

Shares Held

Position Value (USD)

Derivatives in APH

reported options exposure · as of Jun 30, 2026
CallValue
$65,167,872
CallShares
739,200
PutValue
$86,643,648
PutShares
982,800

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, 2026

Allianz Asset Management GmbH holds $1,514,371,899 across 13 Electronic Components names. APH ranks #1 (48.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
This page 		8,262,164 $728,392,375
2 TEL
TE Connectivity plc
 1,228,036 $247,584,335
3 SANM
Sanmina Corp
 687,507 $173,994,271
4 JBL
Jabil Inc
 276,517 $106,591,772
5 FLEX
Flex Ltd.
 631,735 $102,385,290
6 CLS
Celestica Inc
 199,683 $72,844,356
7 BHE
Benchmark Electronics Inc
 418,393 $41,282,837
8 GLW
Corning Inc /Ny
 68,128 $17,401,933

All Filings in APH

Export CSV
44 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $86,643,648 245,700
2026-06-30 $65,167,872 184,800
2026-06-30 $728,392,375 2,065,541
2026-03-31 $9,981,650 39,500
2026-03-31 $17,107,790 67,700
2026-03-31 $671,922,727 2,658,974
2025-12-31 $752,014,636 2,782,354
2025-12-31 $107,166,020 396,500
2025-12-31 $10,703,088 39,600
2025-09-30 $11,162,250 45,100
2025-09-30 $8,365,500 33,800
2025-09-30 $783,225,875 3,164,549
2025-06-30 $8,887,500 45,000
2025-06-30 $772,823,621 3,913,031
2025-06-30 $6,636,000 33,600
2025-03-31 $5,719,448 43,600
2025-03-31 $6,060,516 46,200
2025-03-31 $605,136,617 4,613,025
2024-12-31 $3,916,980 28,200
2024-12-31 $428,708,875 3,086,457
2024-12-31 $1,222,320 8,800
2024-09-30 $356,636,968 2,736,625
2024-09-30 $5,408,280 41,500
2024-09-30 $3,284,064 25,200
2024-06-30 $1,684,250 12,500
2024-06-30 $2,115,418 15,700
2024-06-30 $332,098,796 2,464,738
2024-03-31 $429,587,853 1,862,106
2023-12-31 $380,068,383 1,917,020
2023-09-30 $322,870,493 1,922,077
2023-06-30 $319,090,887 1,878,110
2023-03-31 $279,522,115 1,710,243
2022-12-31 $244,620,153 1,606,384
2022-09-30 $211,271,387 1,577,594
2022-06-30 $201,895,164 1,567,996
2022-03-31 $245,102,095 1,626,424
2021-12-31 $298,586,864 1,706,991
2021-09-30 $63,631,743 434,465
2021-06-30 $88,306,637 645,422
2021-03-31 $174,394,860 1,321,774
2020-12-31 $160,816,468 614,881
2020-09-30 $140,914,181 650,756
2020-06-30 $121,063,667 631,793
2020-03-31 $57,538,030 394,745