Position in APH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,713,202,099
+$488,456,247 QoQ
Shares Held
64,804,924
-21.6% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#13
of 2,328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Sep 30, 2025CallValue
$1,336,500
CallShares
21,600
PutValue
$1,336,500
PutShares
21,600
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, 2026BANK OF AMERICA CORP /DE/ holds $13,909,669,123 across 29 Electronic Components names. APH ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
64,804,924 | $5,713,202,099 | |
| 2 | GLW |
Corning Inc /Ny
|
18,730,616 | $4,784,361,242 | |
| 3 | TEL |
TE Connectivity plc
|
5,593,891 | $1,127,784,360 | |
| 4 | FLEX |
Flex Ltd.
|
4,111,877 | $666,411,903 | |
| 5 | JBL |
Jabil Inc
|
1,161,880 | $447,881,499 | |
| 6 | CLS |
Celestica Inc
|
1,219,570 | $444,899,133 | |
| 7 | SANM |
Sanmina Corp
|
746,848 | $189,012,289 | |
| 8 | LFUS |
Littelfuse Inc /De
|
253,237 | $115,306,401 |
All Filings in APH
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,713,202,099 | 16,201,231 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,224,745,852 | 20,675,686 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,934,660,126 | 21,957,452 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,336,500 | 5,400 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $1,336,500 | 5,400 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $5,604,926,827 | 22,646,169 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $18,802,000 | 95,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $4,519,609,355 | 22,884,098 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $18,802,000 | 95,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,337,478,936 | 25,441,980 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,466,053,789 | 24,953,591 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,457,600 | 180,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $31,315,896 | 240,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,270,458,627 | 17,422,181 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $20,723,012 | 153,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $56,752,488 | 421,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $3,048,580,485 | 22,625,653 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,057,894,523 | 8,920,219 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $2,312,963,017 | 11,666,312 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $528,665,816 | 3,147,195 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $509,628,642 | 2,999,580 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $583,463,311 | 3,569,893 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $506,298,107 | 3,324,784 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $416,874,880 | 3,112,865 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $402,023,227 | 3,122,268 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $453,774,126 | 3,011,109 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $522,438,111 | 2,986,726 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $436,779,452 | 2,982,244 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $363,575,339 | 2,657,326 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $360,231,689 | 2,730,269 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $359,340,317 | 1,373,936 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $306,041,127 | 1,413,329 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $251,109,868 | 1,310,463 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $188,770,713 | 1,295,079 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||