Jefferies Group's APH Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.06 M shares of Amphenol Corporation (APH) worth $67.13 M, representing 0.46% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in APH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 593,344 shares. Largest reduction occurred in Q4 2023, reducing 227,828 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Amphenol Corporation (APH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amphenol Corporation (APH) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +593,344 | Add 126.44% | 1.06 M | $63.18 |
| Q4 2025 | +399,840 | Add 576.04% | 469,252 | $67.57 |
| Q3 2025 | +34,706 | New Buy | 69,412 | $61.88 |
| Q2 2025 | -143,600 | Sold Out | 0 | $0.00 |
| Q1 2025 | +107,728 | Add 300.31% | 143,600 | $32.80 |
| Q4 2024 | +4,520 | Add 14.42% | 35,872 | $34.72 |
| Q3 2024 | +15,676 | New Buy | 31,352 | $32.58 |
| Q1 2024 | -13,600 | Sold Out | 0 | $0.00 |
| Q4 2023 | -227,828 | Reduce 94.37% | 13,600 | $24.78 |
| Q3 2023 | -71,504 | Reduce 22.85% | 241,428 | $21.00 |
| Q2 2023 | +27,732 | Add 9.72% | 312,932 | $21.24 |
| Q1 2023 | +248,260 | Add 672.06% | 285,200 | $20.43 |
| Q4 2022 | +18,470 | New Buy | 36,940 | $19.04 |
Jefferies Group's Amphenol Corporation Investment FAQs
Jefferies Group first purchased Amphenol Corporation (APH) in Q4 2022, acquiring 36,940 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Amphenol Corporation (APH) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Amphenol Corporation (APH) was in Q1 2026, adding 1,062,596 shares worth $67.13 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,062,596 shares of Amphenol Corporation (APH), valued at approximately $67.13 M.
As of the Q1 2026 filing, Amphenol Corporation (APH) represents approximately 0.46% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Amphenol Corporation (APH) was 1,062,596 shares, as reported at the end of Q1 2026.