Position in APH
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$295,630,315
-$15,603,586 QoQ
Shares Held
2,339,773
+1.6% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,243,288
PutShares
9,200
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, 2026HSBC HOLDINGS PLC holds $851,234,867 across 21 Electronic Components names. APH ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
2,339,773 | $295,630,315 | |
| 2 | TEL |
TE Connectivity plc
|
1,115,692 | $233,201,938 | |
| 3 | GLW |
Corning Inc /Ny
|
1,516,773 | $206,235,618 | |
| 4 | JBL |
Jabil Inc
|
295,692 | $78,544,662 | |
| 5 | FLEX |
Flex Ltd.
|
290,062 | $18,987,456 | |
| 6 | OLED |
Universal Display Corp Pa
|
26,754 | $2,452,271 | |
| 7 | CLS |
Celestica Inc
|
7,137 | $2,010,349 | |
| 8 | ALNT |
Allient Inc
|
33,066 | $1,953,869 |
All Filings in APH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,630,315 | 2,339,773 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,243,288 | 9,200 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $311,233,901 | 2,303,048 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $303,480,413 | 2,452,367 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $189,158,092 | 1,915,525 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $166,516,871 | 2,538,754 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $218,899,244 | 3,151,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $177,155,897 | 2,718,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $181,496,596 | 2,694,027 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $81,379,885 | 1,411,008 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,752,771 | 1,064,315 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,501,842 | 869,195 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,461,270 | 929,047 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $30,769,255 | 753,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,477,859 | 853,109 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,789,884 | 501,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,412,041 | 447,718 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,763,407 | 418,405 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,127,107 | 437,391 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,204,718 | 633,749 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,555,768 | 659,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,314,472 | 464,286 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,031,001 | 368,005 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $8,145,855 | 300,946 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,730,563 | 239,247 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,105,206 | 280,198 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||