THAMES CAPITAL MANAGEMENT LLC

Position in APH — Amphenol Corp /De/

CIK 1714267 Roseland, NJ

Position in APH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

+$0 QoQ

Shares Held

284,278

-2.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $58,199,596 across 5 Electronic Components names. APH ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd.	149,474	$24,225,251
2	FN	Fabrinet	26,114	$14,678,157
3	JBL	Jabil Inc	31,457	$12,126,044
4	CLS	Celestica Inc	19,655	$7,170,144
5	APH	Amphenol Corp /De/ This page	284,278	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	—	142,139	-2.4%	Shares	Sole	2026-08-12
2026-03-31	—	145,675	-4.6%	Shares	Sole	2026-05-12
2025-12-31	—	152,712	+8.9%	Shares	Sole	2026-02-10
2025-09-30	—	140,206	0.0%	Shares	Sole	2025-10-28
2025-06-30	—	140,206	0.0%	Shares	Sole	2025-08-11
2025-03-31	—	140,206	0.0%	Shares	Sole	2025-05-13
2024-12-31	—	140,206	0.0%	Shares	Sole	2025-02-13
2024-09-30	—	140,206	0.0%	Shares	Sole	2024-11-14
2024-06-30	—	140,206	+100.0%	Shares	Sole	2024-08-13
2024-03-31	—	70,103	-15.8%	Shares	Sole	2024-05-14
2023-12-31	—	83,290	0.0%	Shares	Sole	2024-02-14
2023-09-30	—	83,290	0.0%	Shares	Sole	2023-11-14
2023-06-30	—	83,290	0.0%	Shares	Sole	2023-08-11
2023-03-31	—	83,290	0.0%	Shares	Sole	2023-05-11
2022-12-31	—	83,290	0.0%	Shares	Sole	2023-02-14
2022-09-30	—	83,290	-42.4%	Shares	Sole	2022-11-14
2022-06-30	—	144,542	0.0%	Shares	Sole	2022-08-11
2022-03-31	—	144,542	0.0%	Shares	Sole	2022-05-11
2021-12-31	—	144,542	-0.5%	Shares	Sole	2022-02-14
2021-09-30	—	145,314	0.0%	Shares	Sole	2021-11-12
2021-06-30	—	145,314	-0.0%	Shares	Sole	2021-08-13
2021-03-31	—	145,374	+100.0%	Shares	Sole	2021-05-13
2020-12-31	—	72,687	0.0%	Shares	Sole	2021-02-12
2020-09-30	—	72,687	0.0%	Shares	Sole	2020-11-13
2020-06-30	—	72,687	+1555.7%	Shares	Sole	2020-08-12
2020-03-31	—	4,390	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.