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Thames Capital Management LLC

SEC CIK
0001714267
Latest filing
Aug 12, 2026

APH holding history

Amphenol Corp in every 13F filed by Thames Capital Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APH overviewAll 13F holders of APHFull Q2 2026 holdings

Shares (Q2 2026)
142,139
Value
$25.1M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of APH by Thames Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142,139$25.1M2.1%−3,536−2.4%ReducedHolders
Q1 2026145,675$18.4M3.3%−7,037−4.6%ReducedHolders
Q4 2025152,712$20.6M3.0%+12,506+8.9%AddedHolders
Q3 2025140,206$17.4M2.5%00.0%UnchangedHolders
Q2 2025140,206$13.8M3.1%00.0%UnchangedHolders
Q1 2025140,206$9.20M3.5%00.0%UnchangedHolders
Q4 2024140,206$9.74M2.6%00.0%UnchangedHolders
Q3 2024140,206$9.14M2.8%00.0%UnchangedHolders
Q2 2024140,206$9.45M3.7%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q1 202470,103$8.09M3.4%−13,187−15.8%ReducedHolders
Q4 202383,290$8.26M4.3%00.0%UnchangedHolders
Q3 202383,290$7.00M4.0%00.0%UnchangedHolders
Q2 202383,290$7.08M3.8%00.0%UnchangedHolders
Q1 202383,290$6.81M4.8%00.0%UnchangedHolders
Q4 202283,290$6.34M3.0%00.0%UnchangedHolders
Q3 202283,290$5.58M2.8%−61,252−42.4%ReducedHolders
Q2 2022144,542$9.31M3.7%00.0%UnchangedHolders
Q1 2022144,542$10.9M2.3%00.0%UnchangedHolders
Q4 2021144,542$12.6M2.4%−772−0.5%ReducedHolders
Q3 2021145,314$10.6M2.3%00.0%UnchangedHolders
Q2 2021145,314$9.94M2.3%−600.0%ReducedHolders
Q1 2021145,374$9.59M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.