APH
Amphenol Corporation · Technology · Hardware, Equipment & Parts
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +18.8% ·
Aktienfluss +2.1% ·
neue Nettopositionen +15.8%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 177 | -1 | 922.28M | $161.88B | +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 | The Vanguard Group ✦ (passiv) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 2 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ ×6 |
| 3 | BlackRock ✦ (passiv) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ ×21 |
| 4 | State Street Global Advisors ✦ (passiv) | 55.35M | +0.1% | $5.47B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 41.67M | -1.0% | $4.12B | 0.5% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passiv) | 28.51M | +8.4% | $2.80B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passiv) | 21.31M | +7.0% | $2.10B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 10.36M | -14.8% | $1.02B | 0.2% | ▼ Trim | 5 | SEC ↗ ×4 |
| 9 | D. E. Shaw & Co. ✦ | 4.47M | +306.4% | $441.30M | 0.5% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ ×6 |
| 11 | Millennium Management ✦ | 2.42M | +569.9% | $238.67M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 2.25M | +92.1% | $222.68M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 1.90M | +3838.7% | $187.23M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 1.29M | Neu | $127.78M | 0.3% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 1.20M | Neu | $118.50M | 0.1% | New | 1 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 1.10M | -19.8% | $108.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 916.92K | -53.6% | $90.55M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 195.86K | +8.9% | $19.34M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 4.18K | Neu | $412,566 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $127.78M | 0.3% |
| Marshall Wace | $118.50M | 0.1% |
| Fisher Asset Management | $412,566 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
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.