APH
Amphenol Corporation · Technology · Hardware, Equipment & Parts
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.2% ·
Aktienfluss +9.1% ·
neue Nettopositionen -6.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 177 | -1 | 922.85M | $161.85B | +5 | −5 |
| Q1 2026 | 180 | 0 | 922.10M | $116.20B | +5 | −6 |
| Q4 2025 | 179 | +1 | 958.01M | $129.47B | +2 | — |
| Q3 2025 | 23 | +2 | 552.69M | $68.39B | +2 | −1 |
| Q2 2025 | 19 | +3 | 519.80M | $51.33B | +3 | — |
| Q1 2025 | 13 | -2 | 165.29M | $10.84B | — | −2 |
| Q4 2024 | 15 | -1 | 179.86M | $12.50B | — | −1 |
| Q3 2024 | 15 | -4 | 110.77M | $7.21B | — | −4 |
| Q2 2024 | 19 | — | 127.19M | $8.56B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 58.91M | +36.8% | $4.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 58.91M | +36.8% | $4.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passiv) | 54.13M | — | $3.77B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passiv) | 25.33M | +2.7% | $1.75B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passiv) | 25.33M | +2.7% | $1.75B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passiv) | 19.85M | +2.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 7.01M | +619.9% | $487.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 7.01M | +619.9% | $487.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 7.01M | +619.9% | $487.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 5.37M | +4.6% | $372.60M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 5.37M | +4.6% | $372.60M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 2.69M | -18.8% | $186.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 1.91M | -33.9% | $132.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.27M | -10.8% | $88.13M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 1.15M | -48.0% | $79.90M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 746.51K | -5.2% | $51.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 746.51K | -5.2% | $51.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 746.51K | -5.2% | $51.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 746.51K | -5.2% | $51.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 746.51K | -5.2% | $51.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 608.07K | -77.0% | $42.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 608.07K | -77.0% | $42.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 413.11K | -82.9% | $28.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Marshall Wace ✦ | 333.52K | +163.2% | $23.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Marshall Wace ✦ | 333.52K | +163.2% | $23.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 138.77K | -0.4% | $9.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Third Point | $104.26M | war 1.4% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 2,099 Inhaber, 1.10B Anteile, $133.08B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.