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Equibles

Jefferies Financial Group Inc.

Position in APH — Amphenol Corp /De/

CIK 96223 NEW YORK, NY
Back to APH Full portfolio

Position in APH

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$88,751,729
-$45,507,275 QoQ
Shares Held
1,006,712
-52.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#282
of 2,329 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in APH Over Time

Shares Held

Position Value (USD)

Derivatives in APH

reported options exposure · as of Sep 30, 2023
CallValue
$5,593,734
CallShares
266,400
PutValue
$13,623,178
PutShares
648,800

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, 2026

Jefferies Financial Group Inc. holds $178,346,609 across 9 Electronic Components names. APH ranks #1 (49.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
This page 		1,006,712 $88,751,729
2 FLEX
Flex Ltd.
 467,872 $75,828,015
3 BHE
Benchmark Electronics Inc
 58,800 $5,801,796
4 SANM
Sanmina Corp
 13,649 $3,454,288
5 VICR
Vicor Corp
 3,660 $1,389,994
6 FN
Fabrinet
 1,980 $1,112,918
7 TTMI
Ttm Technologies Inc
 5,310 $993,076
8 PLXS
Plexus Corp
 3,000 $902,010

All Filings in APH

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $88,751,729 251,678
2026-03-31 $134,259,004 531,298
2025-12-31 $63,414,715 234,626
2025-09-30 $8,589,735 34,706
2025-03-31 $9,418,724 71,800
2024-12-31 $2,491,310 17,936
2024-09-30 $2,042,896 15,676
2023-12-31 $674,084 3,400
2023-09-30 $10,138,768 60,357
2023-09-30 $13,623,178 81,100
2023-09-30 $5,593,734 33,300
2023-06-30 $13,291,786 78,233
2023-03-31 $11,653,272 71,300
2022-12-31 $1,406,305 9,235