SEC 13F Intelligence

Alta Capital Management LLC/ / APH

Alta Capital Management LLC/’s Amphenol Corp Position

Does Alta Capital Management LLC/ own Amphenol Corp (APH)? Yes — 394.3K shares worth $50M (+3.86% of its 13F portfolio) as of Q1 2026, down from 469.0K shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
394.3K
% of Portfolio
+3.86%
Quarters Held
30
currently held

Position History APH

Reported value by quarter
Q4 ’18: $44MQ4 ’18Q1 ’19: $50MQ2 ’19: $52MQ3 ’19: $41MQ4 ’19: $45MQ4 ’19Q1 ’20: $60MQ2 ’20: $78MQ3 ’20: $87MQ4 ’20: $51MQ4 ’20Q1 ’21: $91MQ2 ’21: $93MQ3 ’21: $51MQ4 ’21: $60MQ4 ’21Q1 ’22: $52MQ2 ’22: $42MQ3 ’22: $44MQ4 ’22: $44MQ4 ’22Q1 ’23: $45MQ2 ’23: $46MQ3 ’23: $45MQ4 ’23: $51MQ4 ’23Q1 ’24: $57MQ2 ’24: $48MQ3 ’24: $48MQ4 ’24: $50MQ4 ’24Q1 ’25: $46MQ2 ’25: $66MQ3 ’25: $79MQ4 ’25: $63MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026394.3K$50M+3.86%
Q4 2025469.0K$63M+4.22%
Q3 2025636.3K$79M+4.38%
Q2 2025672.9K$66M+3.78%
Q1 2025706.1K$46M+3.01%
Q4 2024719.8K$50M+2.98%
Q3 2024737.7K$48M+2.86%
Q2 2024714.4K$48M+3.03%
Q1 2024494.3K$57M+3.52%
Q4 2023518.4K$51M+3.32%
Q3 2023530.7K$45M+3.21%
Q2 2023537.7K$46M+3.14%
Q1 2023552.2K$45M+3.32%
Q4 2022583.5K$44M+3.40%
Q3 2022660.4K$44M+3.46%
Q2 2022656.4K$42M+3.10%
Q1 2022687.5K$52M+3.03%
Q4 2021688.9K$60M+3.12%
Q3 2021692.1K$51M+2.86%
Q2 20211.36M$93M+2.69%
Q1 20211.38M$91M+2.78%
Q4 2020392.2K$51M+2.89%
Q3 2020804.2K$87M+2.77%
Q2 2020815.4K$78M+2.74%
Q1 2020819.0K$60M+2.58%
Q4 2019412.3K$45M+2.91%
Q3 2019422.6K$41M+2.82%
Q2 2019538.0K$52M+2.88%
Q1 2019527.7K$50M+2.93%
Q4 2018547.9K$44M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alta Capital Management LLC/’s full portfolio or all institutional holders of APH.