Position in APH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$67,129,502
+$35,422,145 QoQ
Shares Held
531,298
+126.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 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 Sep 30, 2023CallValue
$1,398,433
CallShares
33,300
PutValue
$3,405,794
PutShares
81,100
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, 2026Jefferies Financial Group Inc. holds $98,139,343 across 9 Electronic Components names. APH ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
531,298 | $67,129,502 | |
| 2 | FLEX |
Flex Ltd.
|
226,635 | $14,835,527 | |
| 3 | PLXS |
Plexus Corp
|
36,126 | $7,316,960 | |
| 4 | JBL |
Jabil Inc
|
19,572 | $5,198,910 | |
| 5 | BHE |
Benchmark Electronics Inc
|
38,582 | $2,162,906 | |
| 6 | ALNT |
Allient Inc
|
9,478 | $560,055 | |
| 7 | CLS |
Celestica Inc
|
1,712 | $482,236 | |
| 8 | LPTH |
Lightpath Technologies Inc
|
25,000 | $250,750 |
All Filings in APH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,129,502 | 531,298 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $31,707,357 | 234,626 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,294,867 | 34,706 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $4,709,362 | 71,800 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,245,655 | 17,936 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,021,448 | 15,676 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $168,521 | 3,400 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,534,692 | 60,357 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $3,405,794 | 81,100 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,398,433 | 33,300 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $3,322,946 | 78,233 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,913,318 | 71,300 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $351,576 | 9,235 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||