JOHO CAPITAL LLC: AMPHENOL (APH): Quarterly 13F Position History
As of Q1 2026, JOHO CAPITAL LLC reported 34,080 shares of AMPHENOL (APH), worth $4.3M and representing 1.2% of its 13F equity book. Quarter-over-quarter share count change: 44,400 (-56.6%) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 34,080Shares Held (Latest Filing)
- $4.3MReported Market Value (Latest Filing)
- 1.2%Portfolio Weight (% of 13F Equity Book)
- 44,400Quarter-over-Quarter Share Change
- -$6.3MQuarter-over-Quarter Value Change
- 78,480Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 34,080 | 44,400 | -56.6% | $4.3M | 1.2% | $126.3 |
| Q4 2025 | 78,480 | 0 | — | $10.6M | 2.3% | $135.1 |
| Q3 2025 | 78,480 | 0 | — | $9.7M | 1.7% | $123.8 |
| Q2 2025 | 78,480 | 0 | — | $7.7M | 1.1% | $98.8 |
| Q1 2025 | 78,480 | 0 | — | $5.1M | 0.9% | $65.6 |
| Q4 2024 | 78,480 | 0 | — | $5.5M | 0.9% | $69.5 |
| Q3 2024 | 78,480 | 0 | — | $5.1M | 0.8% | $65.2 |
| Q2 2024 | 78,480 | +39,240 | +100.0% | $5.3M | 0.7% | $67.4 |
| Q1 2024 | 39,240 | 0 | — | $4.5M | 0.6% | $115.3 |
| Q4 2023 | 39,240 | +11,000 | +39.0% | $3.9M | 0.7% | $99.1 |
| Q3 2023 | 28,240 | 0 | — | $2.4M | 0.5% | $84.0 |
| Q2 2023 | 28,240 | 0 | — | $2.4M | 0.5% | $85.0 |
| Q1 2023 | 28,240 | 15,900 | -36.0% | $2.3M | 0.6% | $81.7 |
| Q4 2022 | 44,140 | 8,800 | -16.6% | $3.4M | 1.1% | $76.1 |
| Q3 2022 | 52,940 | 0 | — | $3.5M | 1.0% | $67.0 |
| Q2 2022 | 52,940 | 0 | — | $3.4M | 0.8% | $64.4 |
| Q1 2022 | 52,940 | 0 | — | $4.0M | 0.6% | $75.3 |
| Q4 2021 | 52,940 | 0 | — | $4.6M | 0.6% | $87.5 |
| Q3 2021 | 52,940 | 0 | — | $3.9M | 0.5% | $73.2 |
| Q2 2021 | 52,940 | 0 | — | $3.6M | 0.5% | $68.4 |
| Q1 2021 | 52,940 | — | — | $3.5M | 0.5% | $66.0 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did JOHO CAPITAL LLC first disclose a APH position in 13F-HR filings?
JOHO CAPITAL LLC first reported AMPHENOL (APH) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was JOHO CAPITAL LLC's most recent quarter-over-quarter share-count change in APH?
Between Q4 2025 and Q1 2026, JOHO CAPITAL LLC reduced its APH position by 44,400 shares (-56.6%), leaving 34,080 shares at a market value of $4.3M.
Does the implied price-per-share represent JOHO CAPITAL LLC'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.