Jeremy Grantham's APH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,261 shares of Amphenol Corporation (APH) worth $1.27 M, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in APH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 3.37 M shares. Largest reduction occurred in Q1 2020, reducing 2.77 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +903,544 | New Buy | 903,544 | $11.46 |
| Q2 2014 | +3.37 M | Add 372.58% | 4.27 M | $12.04 |
| Q3 2014 | +744,288 | Add 17.43% | 5.01 M | $12.48 |
| Q4 2014 | +73,596 | Add 1.47% | 5.09 M | $13.45 |
| Q1 2015 | -186,356 | Reduce 3.66% | 4.9 M | $14.73 |
| Q2 2015 | -639,200 | Reduce 13.04% | 4.26 M | $14.49 |
| Q3 2015 | -761,480 | Reduce 17.87% | 3.5 M | $12.74 |
| Q4 2015 | -541,540 | Reduce 15.47% | 2.96 M | $13.06 |
| Q1 2016 | -589,088 | Reduce 19.91% | 2.37 M | $14.46 |
| Q2 2016 | +427,436 | Add 18.03% | 2.8 M | $14.33 |
| Q3 2016 | +109,860 | Add 3.93% | 2.91 M | $16.23 |
| Q4 2016 | +239,080 | Add 8.22% | 3.15 M | $16.80 |
| Q1 2017 | -32,464 | Reduce 1.03% | 3.11 M | $17.79 |
| Q2 2017 | +78,000 | Add 2.50% | 3.19 M | $18.46 |
| Q3 2017 | -157,892 | Reduce 4.95% | 3.03 M | $21.16 |
| Q4 2017 | -18,400 | Reduce 0.61% | 3.02 M | $21.95 |
| Q1 2018 | +308,800 | Add 10.24% | 3.32 M | $21.53 |
| Q2 2018 | -239,656 | Reduce 7.21% | 3.08 M | $21.79 |
| Q3 2018 | -1,436 | Reduce 0.05% | 3.08 M | $23.51 |
| Q4 2018 | +115,600 | Add 3.75% | 3.2 M | $20.26 |
| Q1 2019 | -248,000 | Reduce 7.75% | 2.95 M | $23.61 |
| Q2 2019 | -179,200 | Reduce 6.07% | 2.77 M | $23.98 |
| Q3 2019 | +79,200 | Add 2.86% | 2.85 M | $24.13 |
| Q4 2019 | -2.85 M | Sold Out | 2.85 M | $0.00 |
| Q1 2020 | +84,060 | New Buy | 84,060 | $18.23 |
| Q2 2020 | -84,060 | Sold Out | 84,060 | $0.00 |
| Q3 2025 | +10,261 | New Buy | 10,261 | $123.75 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Amphenol Corporation (APH) was in Q2 2014, adding 4,269,952 shares worth $51.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,261 shares of Amphenol Corporation (APH), valued at approximately $1.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amphenol Corporation (APH) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Amphenol Corporation (APH) was 5,087,836 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.