SEC 13F Intelligence

Mar Vista Investment Partners LLC / APH

Mar Vista Investment Partners LLC’s Amphenol Corp Position

Does Mar Vista Investment Partners LLC own Amphenol Corp (APH)? Yes290.5K shares worth $37M (+3.67% of its 13F portfolio) as of Q1 2026, down from 296.7K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
290.5K
% of Portfolio
+3.67%
Quarters Held
24
currently held

Position History APH

Reported value by quarter
Q2 ’20: $51MQ2 ’20Q3 ’20: $55MQ4 ’20: $62MQ1 ’21: $66MQ1 ’21Q2 ’21: $58MQ3 ’21: $59MQ4 ’21: $69MQ4 ’21Q1 ’22: $65MQ2 ’22: $50MQ3 ’22: $52MQ3 ’22Q4 ’22: $56MQ1 ’23: $59MQ2 ’23: $58MQ2 ’23Q3 ’23: $54MQ4 ’23: $60MQ1 ’24: $67MQ1 ’24Q2 ’24: $66MQ3 ’24: $31MQ4 ’24: $40MQ4 ’24Q1 ’25: $26MQ2 ’25: $42MQ3 ’25: $50MQ3 ’25Q4 ’25: $40MQ1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026290.5K$37M+3.67%
Q4 2025296.7K$40M+3.68%
Q3 2025406.7K$50M+4.37%
Q2 2025423.2K$42M+3.20%
Q1 2025399.6K$26M+2.15%
Q4 2024580.4K$40M+2.76%
Q3 2024473.3K$31M+1.97%
Q2 2024973.9K$66M+3.23%
Q1 2024580.4K$67M+2.92%
Q4 2023608.0K$60M+2.75%
Q3 2023647.5K$54M+2.60%
Q2 2023684.1K$58M+2.43%
Q1 2023718.6K$59M+2.61%
Q4 2022729.7K$56M+2.49%
Q3 2022774.1K$52M+2.32%
Q2 2022772.0K$50M+2.05%
Q1 2022866.0K$65M+2.05%
Q4 2021791.5K$69M+1.87%
Q3 2021805.5K$59M+1.52%
Q2 2021850.9K$58M+1.44%
Q1 2021994.1K$66M+1.52%
Q4 2020471.8K$62M+1.53%
Q3 2020509.7K$55M+1.45%
Q2 2020534.0K$51M+1.40%

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