APH
Amphenol Corporation · Technology · Hardware, Equipment & Parts
Données momentum (gérants comparables) :
étendue des détenteurs +18.8% ·
flux d'actions +2.1% ·
nouvelles positions nettes +15.8%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 140.53M | — | $13.88B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 108.66M | — | $10.73B | 0.6% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 94.56M | — | $9.34B | 0.2% | n/c | 1 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passif) | 55.35M | +0.1% | $5.47B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 41.67M | -1.0% | $4.12B | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 41.67M | -1.0% | $4.12B | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passif) | 28.51M | +8.4% | $2.80B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passif) | 28.51M | +8.4% | $2.80B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 39 | Norges Bank ✦ (passif) | 21.31M | +7.0% | $2.10B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 10.36M | -14.8% | $1.02B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 10.36M | -14.8% | $1.02B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 10.36M | -14.8% | $1.02B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 43 | Wellington Management ✦ | 10.36M | -14.8% | $1.02B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 4.47M | +306.4% | $441.30M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 4.47M | +306.4% | $441.30M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 3.09M | -5.5% | $302.40M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 52 | Millennium Management ✦ | 2.42M | +569.9% | $238.67M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 2.25M | +92.1% | $222.68M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 2.25M | +92.1% | $222.68M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 55 | Two Sigma Investments ✦ | 1.90M | +3838.7% | $187.23M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 1.29M | Nouveau | $127.78M | 0.3% | New | 1 | SEC ↗ |
| 57 | Marshall Wace ✦ | 1.20M | Nouveau | $118.50M | 0.1% | New | 1 | SEC ↗ |
| 58 | Adage Capital Partners ✦ | 1.10M | -19.8% | $108.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 59 | Arrowstreet Capital ✦ | 916.92K | -53.6% | $90.55M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 195.86K | +8.9% | $19.34M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | Fisher Asset Management ✦ | 4.18K | Nouveau | $412,566 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $127.78M | 0.3% |
| Marshall Wace | $118.50M | 0.1% |
| Fisher Asset Management | $412,566 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,099 détenteurs, 1.10B actions, $133.08B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.