Mediolanum International Funds Ltd APH — AMPHENOL CORPORATION -A-

Ownership history in Mediolanum International Funds Ltd  ·  10 quarters on record

AI Ownership Summary

Mediolanum International Funds Ltd reported AMPHENOL CORPORATION -A- (APH) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.73% in 2026 Q1. The latest visible filing shows APH at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mediolanum International Funds Ltd's position in AMPHENOL CORPORATION -A-, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APH was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APH stock page Mediolanum International Funds Ltd fund profile Mediolanum International Funds Ltd full holdings
How Mediolanum International Funds Ltd held APH — position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 356,906 -216,997 -37.8% 0.51% $59.4M 2026-07-23 $157.43
2026 Q1 ADDED — — — 573,903 +338,298 +143.6% 0.73% $68.4M 2026-05-06 $138.26
2025 Q4 ADDED — — — 235,605 +137,111 +139.2% 0.32% $32.1M 2026-02-09 $143.70
2025 Q3 REDUCED 54.0% +10.8% ❌ 98,494 -115,558 -54.0% 0.13% $11.9M 2025-11-04 $135.96
2025 Q2 ADDED — — — 214,052 +161,694 +308.8% 0.25% $20.9M 2025-08-12 $111.09
2025 Q1 REDUCED 38.3% +50.8% ❌ 52,358 -32,503 -38.3% 0.05% $3.5M 2025-05-07 $80.15
2024 Q4 ADDED — — — 84,861 +9,345 +12.4% 0.08% $5.9M 2025-01-23 $77.68
2024 Q3 REDUCED 6.4% +6.9% ❌ 75,516 -5,160 -6.4% 0.07% $4.9M 2024-10-23 $67.56
2024 Q2 ADDED — — — 80,676 +40,961 +103.1% 0.08% $5.1M 2024-08-13 $63.76
2024 Q1 INITIATED — — — 39,715 — — 0.07% $4.6M 2024-05-03 $60.25

🏢 Other funds also holding APH

As of 2026 Q2 — sorted by position size

James Hambro & Partners LLP 3Y 7Y 8.96% Egerton Capital (UK) LLP 3Y 7Y 8.29% Manitou Investment Management Ltd. 3Y 7Y 8.23% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 6.93% HENDLEY & CO INC 3Y 7Y 6.58% DUDLEY & SHANLEY, INC. 3Y 7Y 6.24% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 5.42% COOKSON PEIRCE & CO INC 3Y 7Y 5.41% Midway Capital Research & Management 5.38% Baker Chad R 3Y 7Y 5.15%

FAQ About Mediolanum International Funds Ltd and APH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mediolanum International Funds Ltd reported owning APH?

Mediolanum International Funds Ltd reported APH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported APH position in Mediolanum International Funds Ltd's portfolio?

The largest reported portfolio weight for APH was 0.73% in 2026 Q1.

What is the latest reported APH position on this page?

The most recent filing on this page is 2026 Q2, when Mediolanum International Funds Ltd reported 356,906 shares, equal to 0.51% of portfolio, with an estimated market value of $59.4M.

What does the chart on this APH ownership page compare?

The chart compares Mediolanum International Funds Ltd's quarterly APH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mediolanum International Funds Ltd time their APH position?

Based on 13F filing dates vs. subsequent APH price moves, Mediolanum International Funds Ltd correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on APH relative to SPY over the holding period was +29.0%.

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