SEC 13F Intelligence

Toms Capital Investment Management LP / APH

Toms Capital Investment Management LP’s Amphenol Corp Position

Does Toms Capital Investment Management LP own Amphenol Corp (APH)? Not currently — the last reported position was 1.49M shares worth $104M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$104M
Q4 2024
Shares
1.49M
% of Portfolio
+3.77%
Quarters Held
3
position exited

Position History APH

Reported value by quarter
Q2 ’24: $76MQ2 ’24Q3 ’24: $91MQ3 ’24Q4 ’24: $104MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20241.49M$104M+3.77%
Q3 20241.40M$91M+3.40%
Q2 20241.13M$76M+2.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Toms Capital Investment Management LP’s full portfolio or all institutional holders of APH.