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Disclosery

Varenne Capital Partners: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Varenne Capital Partners on APH, newest first. How the timeline and the estimate are built.

Varenne Capital Partners held 186,110 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,110 shares
    Change vs previous 13F +743 shares

    5.5% of the 13F portfolio, value $32,791,947.

    13F-HR 0000945621-26-000997 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 185,367 shares
    Change vs previous 13F +1,617 shares

    5.83% of the 13F portfolio, value $23,494,330.

    13F-HR 0000945621-26-000681 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 183,750 shares
    Change vs previous 13F -418,186 shares

    5.17% of the 13F portfolio, value $24,843,202.

    13F-HR 0000945621-26-000325 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 601,936 shares
    Change vs previous 13F -171,809 shares

    15.72% of the 13F portfolio, value $74,489,580.

    13F-HR 0000945621-25-001070 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 773,745 shares
    Change vs previous 13F +656,218 shares

    19.28% of the 13F portfolio, value $76,407,318.

    13F-HR 0000945621-25-000733 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 117,527 shares
    Change vs previous 13F -261,090 shares

    2.84% of the 13F portfolio, value $7,708,595.

    13F-HR 0000945621-25-000458 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 378,617 shares
    Change vs previous 13F -237,927 shares

    7.88% of the 13F portfolio, value $26,294,951.

    13F-HR 0000945621-25-000159 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 616,544 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $40,174,007.

    13F-HR 0000945621-24-000941 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).