Position in APH
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,612,372,921
-$354,957,138 QoQ
Shares Held
20,675,686
-5.8% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.0682096835868.ToString("F0")%
Shared 0.ToString("F0")%
None 86.9317903164132.ToString("F0")%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Sep 30, 2025CallValue
$668,250
CallShares
5,400
PutValue
$668,250
PutShares
5,400
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, 2026BANK OF AMERICA CORP /DE/ holds $7,225,785,301 across 31 Electronic Components names. APH ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
20,675,686 | $2,612,372,921 | |
| 2 | GLW |
Corning Inc /Ny
|
14,499,109 | $1,971,443,847 | |
| 3 | TEL |
TE Connectivity plc
|
5,953,746 | $1,244,451,985 | |
| 4 | CLS |
Celestica Inc
|
1,116,897 | $314,607,543 | |
| 5 | JBL |
Jabil Inc
|
1,111,402 | $295,221,710 | |
| 6 | FLEX |
Flex Ltd.
|
3,750,566 | $245,512,047 | |
| 7 | SANM |
Sanmina Corp
|
945,382 | $122,559,320 | |
| 8 | LFUS |
Littelfuse Inc /De
|
229,227 | $77,788,180 |
All Filings in APH
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,612,372,921 | 20,675,686 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,967,330,059 | 21,957,452 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,802,463,412 | 22,646,169 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $668,250 | 5,400 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $668,250 | 5,400 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $9,401,000 | 95,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $2,259,804,674 | 22,884,098 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $9,401,000 | 95,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,668,739,465 | 25,441,980 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,733,026,891 | 24,953,591 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,728,800 | 180,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $15,657,948 | 240,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,135,229,313 | 17,422,181 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $10,361,506 | 153,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $28,376,244 | 421,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,524,290,238 | 22,625,653 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $514,473,630 | 8,920,219 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $578,240,750 | 11,666,312 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $132,166,451 | 3,147,195 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $127,407,157 | 2,999,580 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $145,865,823 | 3,569,893 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $126,574,525 | 3,324,784 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $104,218,717 | 3,112,865 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $100,505,801 | 3,122,268 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $113,443,528 | 3,011,109 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $130,609,524 | 2,986,726 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $109,194,860 | 2,982,244 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,893,832 | 2,657,326 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $90,057,920 | 2,730,269 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $44,917,400 | 1,373,936 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $38,255,278 | 1,413,329 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,388,861 | 1,310,463 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,596,335 | 1,295,079 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||