GMO (Jeremy Grantham) — APH Trade History
Quarter-by-quarter changes in the AMPHENOL CORP position · CUSIP 032095101
Currently held · 1 YearFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 26,502 | 1,520 | +6.1% | $2.3M | 0.01% |
| 2026 Q1 | 2026-05-14 | Add | 24,982 | 4,388 | +21.3% | $1.6M | 0.00% |
| 2025 Q4 | 2026-02-17 | Add | 20,594 | 72 | +0.4% | $1.4M | 0.00% |
| 2025 Q3 | 2025-11-13 | New | 20,522 | 20,522 | — | $1.3M | 0.00% |
| 2025 Q2 | 2025-08-13 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | Sold out | — | -168,120 | -100.0% | — | — |
| 2020 Q1 | 2020-05-14 | New | 168,120 | 168,120 | — | $1.5M | 0.01% |
| 2019 Q4 | 2020-02-13 | Sold out | — | -5,702,200 | -100.0% | — | — |
| 2019 Q3 | 2019-11-13 | Add | 5,702,200 | 158,400 | +2.9% | $68.8M | 0.48% |
| 2019 Q2 | 2019-08-13 | Reduce | 5,543,800 | -358,400 | -6.1% | $66.5M | 0.47% |
| 2019 Q1 | 2019-05-14 | Reduce | 5,902,200 | -496,000 | -7.8% | $69.7M | 0.50% |
| 2018 Q4 | 2019-02-13 | Add | 6,398,200 | 231,200 | +3.7% | $64.8M | 0.52% |
| 2018 Q3 | 2018-11-14 | Reduce | 6,167,000 | -2,872 | -0.0% | $72.5M | 0.49% |
| 2018 Q2 | 2018-08-14 | Reduce | 6,169,872 | -479,312 | -7.2% | $67.2M | 0.48% |
| 2018 Q1 | 2018-05-15 | Add | 6,649,184 | 617,600 | +10.2% | $71.6M | 0.44% |
| 2017 Q4 | 2018-02-14 | Reduce | 6,031,584 | -36,800 | -0.6% | $66.2M | 0.39% |
| 2017 Q3 | 2017-11-14 | Reduce | 6,068,384 | -315,784 | -4.9% | $64.2M | 0.38% |
| 2017 Q2 | 2017-08-14 | Add | 6,384,168 | 156,000 | +2.5% | $58.9M | 0.33% |
| 2017 Q1 | 2017-05-15 | Reduce | 6,228,168 | -64,928 | -1.0% | $55.4M | 0.31% |
| 2016 Q4 | 2017-02-13 | Add | 6,293,096 | 478,160 | +8.2% | $52.9M | 0.28% |
| 2016 Q3 | 2016-11-10 | New | 5,814,936 | 5,814,936 | — | $47.2M | 0.22% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.