Jeremy Grantham's APH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,297 shares of Amphenol Corporation (APH) worth $1.39 M, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in APH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 3.37 M shares. Largest reduction occurred in Q4 2019, reducing 2.85 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Amphenol Corporation (APH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amphenol Corporation (APH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +36 | Add 0.35% | 10,297 | $135.14 |
| Q3 2025 | +10,261 | New Buy | 10,261 | $123.75 |
| Q2 2020 | -84,060 | Sold Out | 0 | $0.00 |
| Q1 2020 | +84,060 | New Buy | 84,060 | $18.23 |
| Q4 2019 | -2.85 M | Sold Out | 0 | $0.00 |
| Q3 2019 | +79,200 | Add 2.86% | 2.85 M | $24.13 |
| Q2 2019 | -179,200 | Reduce 6.07% | 2.77 M | $23.98 |
| Q1 2019 | -248,000 | Reduce 7.75% | 2.95 M | $23.61 |
| Q4 2018 | +115,600 | Add 3.75% | 3.2 M | $20.26 |
| Q3 2018 | -1,436 | Reduce 0.05% | 3.08 M | $23.51 |
| Q2 2018 | -239,656 | Reduce 7.21% | 3.08 M | $21.79 |
| Q1 2018 | +308,800 | Add 10.24% | 3.32 M | $21.53 |
| Q4 2017 | -18,400 | Reduce 0.61% | 3.02 M | $21.95 |
| Q3 2017 | -157,892 | Reduce 4.95% | 3.03 M | $21.16 |
| Q2 2017 | +78,000 | Add 2.50% | 3.19 M | $18.46 |
| Q1 2017 | -32,464 | Reduce 1.03% | 3.11 M | $17.79 |
| Q4 2016 | +239,080 | Add 8.22% | 3.15 M | $16.80 |
| Q3 2016 | +109,860 | Add 3.93% | 2.91 M | $16.23 |
| Q2 2016 | +427,436 | Add 18.03% | 2.8 M | $14.33 |
| Q1 2016 | -589,088 | Reduce 19.91% | 2.37 M | $14.46 |
| Q4 2015 | -541,540 | Reduce 15.47% | 2.96 M | $13.06 |
| Q3 2015 | -761,480 | Reduce 17.87% | 3.5 M | $12.74 |
| Q2 2015 | -639,200 | Reduce 13.04% | 4.26 M | $14.49 |
| Q1 2015 | -186,356 | Reduce 3.66% | 4.9 M | $14.73 |
| Q4 2014 | +73,596 | Add 1.47% | 5.09 M | $13.45 |
| Q3 2014 | +744,288 | Add 17.43% | 5.01 M | $12.48 |
| Q2 2014 | +3.37 M | Add 372.58% | 4.27 M | $12.04 |
| Q1 2014 | +903,544 | New Buy | 903,544 | $11.46 |
Jeremy Grantham's Amphenol Corporation Investment FAQs
Jeremy Grantham first purchased Amphenol Corporation (APH) in Q1 2014, acquiring 903,544 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Amphenol Corporation (APH) for 28 quarters since Q1 2014.
Jeremy Grantham's largest addition to Amphenol Corporation (APH) was in Q2 2014, adding 4,269,952 shares worth $51.42 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,297 shares of Amphenol Corporation (APH), valued at approximately $1.39 M.
As of the Q4 2025 filing, Amphenol Corporation (APH) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Amphenol Corporation (APH) was 5,087,836 shares, as reported at the end of Q4 2014.