Analog Century Management LP: AMPHENOL CORP (APH): Quarterly 13F Position History
As of Q2 2026, Analog Century Management LP reported 809,893 shares of AMPHENOL CORP (APH), worth $142.8M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 28,938 (+3.7%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 809,893Shares Held (Latest Filing)
- $142.8MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +28,938Quarter-over-Quarter Share Change
- +$44.1MQuarter-over-Quarter Value Change
- 1,306,011Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 809,893 | +28,938 | +3.7% | $142.8M | 5.2% | $176.3 |
| Q1 2026 | 780,955 | +52,896 | +7.3% | $98.7M | 4.7% | $126.3 |
| Q4 2025 | 728,059 | 81,837 | -10.1% | $98.4M | 4.8% | $135.1 |
| Q3 2025 | 809,896 | 132,965 | -14.1% | $100.2M | 5.4% | $123.8 |
| Q2 2025 | 942,861 | 234,206 | -19.9% | $93.1M | 5.5% | $98.8 |
| Q1 2025 | 1,177,067 | 128,944 | -9.9% | $77.2M | 6.3% | $65.6 |
| Q4 2024 | 1,306,011 | +31,383 | +2.5% | $90.7M | 6.1% | $69.5 |
| Q3 2024 | 1,274,628 | – | – | $83.1M | 5.6% | $65.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Analog Century Management LP first disclose a APH position in 13F-HR filings?
Analog Century Management LP first reported AMPHENOL CORP (APH) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Analog Century Management LP's most recent quarter-over-quarter share-count change in APH?
Between Q1 2026 and Q2 2026, Analog Century Management LP added 28,938 shares of APH (+3.7%), bringing the total reported position to 809,893 shares at a market value of $142.8M.
Does the implied price-per-share represent Analog Century Management LP's cost basis in APH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.