Andra AP-fonden reports 96.17% increase in ownership of APH / Amphenol Corporation

암페놀 주식회사

MX ˙ BMV ˙ US0320951017

Security	MX:APH / Amphenol Corporation
Institution	Andra AP-fonden
Latest Disclosed Ownership	239,588 shares
Latest Disclosed Value	$ 30,271,944

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 239,588 shares of Amphenol Corporation (MX:APH) valued at $30,271,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 122,135 shares of Amphenol Corporation. This represents a change in shares of 96.17% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-08	2026-03-31	13F	AMPHENOL	CL A	032095101	239,588	117,453	96.17	30,272	83.41	0.3607
2026-02-12	2025-12-31	13F	AMPHENOL CORP	CL A	032095101	122,135	103,255	546.90	16,505	606.55	0.2039
2025-11-12	2025-09-30	13F	AMPHENOL CORP	CL A	032095101	18,880	18,880		2,336		0.0299
2025-08-06	2025-06-30	13F	AMPHENOL CORP	CL A	032095101	0	-18,880	-100.00	0	-100.00
2025-05-13	2025-03-31	13F	AMPHENOL CORP	CL A	032095101	18,880	18,880		1,238		0.0203
2023-11-09	2023-09-30	13F	AMPHENOL CORP	CL A	032095101	0	-68,768	-100.00	0	-100.00
2023-08-09	2023-06-30	13F	AMPHENOL CORP	CL A	032095101	68,768	-12,200	-15.07	5,842	-11.71	0.1478
2023-05-12	2023-03-31	13F	AMPHENOL CORP	CL A	032095101	80,968	15,068	22.86	6,617	132,220.00	0.1721
2023-02-13	2022-12-31	13F	AMPHENOL CORP	CL A	032095101	65,900	11,200	20.48	5	-99.86	0.1521
2022-11-14	2022-09-30	13F	AMPHENOL CORP	CL A	032095101	54,700	-2,000	-3.53	3,663	0.36	0.1200
2022-08-15	2022-06-30	13F	AMPHENOL CORP	CL A	032095101	56,700	-17,300	-23.38	3,650	-43.60	0.1045
2022-02-15	2021-12-31	13F	AMPHENOL CORP	CL A	032095101	74,000	-14,500	-16.38	6,472	-0.14	0.1318
2021-11-12	2021-09-30	13F	AMPHENOL CORP	CL A	032095101	88,500	-7,100	-7.43	6,481	-0.90	0.1334
2021-08-16	2021-06-30	13F	AMPHENOL CORP	CL A	032095101	95,600	17,500	22.41	6,540	26.94	0.1336
2021-05-17	2021-03-31	13F	AMPHENOL CORP	CL A	032095101	78,100	19,800	33.96	5,152	-32.42	0.1136
2021-02-12	2020-12-31	13F	AMPHENOL CORP	CL A	032095101	58,300	8,500	17.07	7,624	41.39	0.1682
2020-11-12	2020-09-30	13F	AMPHENOL CORP	CL A	032095101	49,800	300	0.61	5,392	13.68	0.1462
2020-08-06	2020-06-30	13F	AMPHENOL CORP	CL A	032095101	49,500	5,800	13.27	4,743	48.92	0.1380
2020-05-13	2020-03-31	13F	AMPHENOL CORP	CL A	032095101	43,700	15,100	52.80	3,185	2.91	0.1158
2020-02-10	2019-12-31	13F	AMPHENOL CORP	CL A	032095101	28,600	-13,900	-32.71	3,095	-24.53	0.0886
2019-11-19	2019-09-30	13F	AMPHENOL CORP	CL A	032095101	42,500	-2,300	-5.13	4,101	-4.58	0.1219
2019-08-15	2019-06-30	13F	AMPHENOL CORP	CL A	032095101	44,800	7,900	21.41	4,298	23.33	0.1237
2019-05-14	2019-03-31	13F	AMPHENOL CORP	CL A	032095101	36,900	-9,100	-19.78	3,485	-19.42	0.1015
2018-10-16	2018-09-30	13F	AMPHENOL CORP	CL A	032095101	46,000	1,700	3.84	4,325	12.02	0.1115
2018-08-17	2018-06-30	13F	AMPHENOL CORP	CL A	032095101	44,300	-6,000	-11.93	3,861	-10.87	0.1044
2018-04-10	2018-03-31	13F	AMPHENOL CORP	CL A	032095101	50,300	-87,700	-63.55	4,332	-64.25	0.1123
2018-02-14	2017-12-31	13F	AMPHENOL CORP	CL A	032095101	138,000	98,700	251.15	12,116	264.28	0.2751
2017-10-31	2017-09-30	13F	AMPHENOL CORP	CL A	032095101	39,300	300	0.77	3,326	15.53	0.0779
2017-08-08	2017-06-30	13F	AMPHENOL CORP	CL A	032095101	39,000	700	1.83	2,879	5.61	0.0713
2017-05-15	2017-03-31	13F	AMPHENOL CORP	CL A	032095101	38,300	-7,400	-16.19	2,726	-11.23	0.0639
2017-02-13	2016-12-31	13F	AMPHENOL CORP	CL A	032095101	45,700	10,400	29.46	3,071	33.99	0.0840
2016-11-14	2016-09-30	13F	AMPHENOL CORP	CL A	032095101	35,300	-100	-0.28	2,292	12.96	0.0614
2016-08-12	2016-06-30	13F	AMPHENOL CORP	CL A	032095101	35,400	3,200	9.94	2,029	8.97	0.0518
2016-05-04	2016-03-31	13F	AMPHENOL CORP	CL A	032095101	32,200	1,000	3.21	1,862	14.23	0.0487
2016-02-10	2015-12-31	13F	AMPHENOL CORP	CL A	032095101	31,200	3,000	10.64	1,630	13.43	0.0466
2015-11-12	2015-09-30	13F	AMPHENOL CORP	CL A	032095101	28,200	6,000	27.03	1,437	11.66	0.0421
2015-08-13	2015-06-30	13F	AMPHENOL CORP	CL A	032095101	22,200	3,600	19.35	1,287	17.43	0.0372
2015-05-14	2015-03-31	13F	AMPHENOL CORP	CL A	032095101	18,600	8,600	86.00	1,096	103.72	0.0310
2015-02-13	2014-12-31	13F	AMPHENOL CORP	CL A	032095101	10,000	6,400	177.78	538	49.86	0.0125
2014-11-12	2014-09-30	13F	AMPHENOL CORP	CL A	032095101	3,600	0	0.00	359	3.46	0.0084
2014-07-09	2014-06-30	13F	AMPHENOL CORP	CL A	032095101	3,600	-12,500	-77.64	347	-76.49	0.0076
2014-05-13	2014-03-31	13F	AMPHENOL CORP	CL A	032095101	16,100	0	0.00	1,476	2.79	0.0340
2014-02-05	2013-12-31	13F	AMPHENOL CORP	CL A	032095101	16,100	-28,800	-64.14	1,436	-58.66	0.0339
2013-11-07	2013-09-30	13F	AMPHENOL CORP	CL A	032095101	44,900	6,000	15.42	3,474	14.58	0.0886
2013-07-18	2013-06-30	13F	AMPHENOL CORP	CL A	032095101	38,900	38,900		3,032		0.0789

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.