Position in APH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$335,961,362
-$40,045,955 QoQ
Shares Held
2,658,974
-4.4% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 83.24590612770189.ToString("F0")%
Shared 0.ToString("F0")%
None 16.75409387229811.ToString("F0")%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Mar 31, 2026CallValue
$4,990,825
CallShares
39,500
PutValue
$8,553,895
PutShares
67,700
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, 2026Allianz Asset Management GmbH holds $1,082,442,894 across 12 Electronic Components names. APH ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,896,146 | $396,332,434 | |
| 2 | APH |
Amphenol Corp /De/
This page
|
2,658,974 | $335,961,362 | |
| 3 | SANM |
Sanmina Corp
|
752,772 | $97,589,362 | |
| 4 | FLEX |
Flex Ltd.
|
1,286,224 | $84,196,220 | |
| 5 | JBL |
Jabil Inc
|
304,517 | $80,888,850 | |
| 6 | CLS |
Celestica Inc
|
148,044 | $41,701,032 | |
| 7 | BHE |
Benchmark Electronics Inc
|
415,389 | $23,286,707 | |
| 8 | GLW |
Corning Inc /Ny
|
66,189 | $8,999,717 |
All Filings in APH
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,990,825 | 39,500 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $8,553,895 | 67,700 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $335,961,362 | 2,658,974 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $376,007,317 | 2,782,354 | Shares | Defined | 2026-02-11 | |
| 2025-12-31 | $53,583,010 | 396,500 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $5,351,544 | 39,600 | Call | Defined | 2026-02-11 | |
| 2025-09-30 | $5,581,125 | 45,100 | Put | Defined | 2025-11-04 | |
| 2025-09-30 | $4,182,750 | 33,800 | Call | Defined | 2025-11-04 | |
| 2025-09-30 | $391,612,936 | 3,164,549 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,443,750 | 45,000 | Put | Defined | 2025-07-28 | |
| 2025-06-30 | $386,411,810 | 3,913,031 | Shares | Defined | 2025-07-28 | |
| 2025-06-30 | $3,318,000 | 33,600 | Call | Defined | 2025-07-28 | |
| 2025-03-31 | $2,859,724 | 43,600 | Call | Defined | 2025-05-05 | |
| 2025-03-31 | $3,030,258 | 46,200 | Put | Defined | 2025-05-05 | |
| 2025-03-31 | $302,568,308 | 4,613,025 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,958,490 | 28,200 | Put | Defined | 2025-02-03 | |
| 2024-12-31 | $214,354,436 | 3,086,457 | Shares | Defined | 2025-02-03 | |
| 2024-12-31 | $611,160 | 8,800 | Call | Defined | 2025-02-03 | |
| 2024-09-30 | $178,318,483 | 2,736,625 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $2,704,140 | 41,500 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $1,642,032 | 25,200 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $842,125 | 12,500 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $1,057,709 | 15,700 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $166,049,398 | 2,464,738 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $107,396,961 | 1,862,106 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $95,017,095 | 1,917,020 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $80,717,621 | 1,922,077 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $79,772,719 | 1,878,110 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $69,880,527 | 1,710,243 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $61,155,037 | 1,606,384 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,817,846 | 1,577,594 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $50,473,790 | 1,567,996 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $61,275,523 | 1,626,424 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $15,907,934 | 434,465 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $22,076,659 | 645,422 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $43,598,714 | 1,321,774 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $20,101,996 | 614,881 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,614,336 | 650,756 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,133,019 | 631,793 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,192,252 | 394,745 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||