SEC 13F Intelligence

Port Capital LLC / APH

Port Capital LLC’s Amphenol Corp Position

Does Port Capital LLC own Amphenol Corp (APH)? Yes812.6K shares worth $103M (+4.57% of its 13F portfolio) as of Q1 2026, down from 928.7K shares the prior filed quarter.

Position Value
$103M
Q1 2026
Shares
812.6K
% of Portfolio
+4.57%
Quarters Held
30
currently held

Position History APH

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $14MQ2 ’19: $20MQ3 ’19: $27MQ4 ’19: $30MQ4 ’19Q1 ’20: $25MQ2 ’20: $34MQ3 ’20: $38MQ4 ’20: $46MQ4 ’20Q1 ’21: $47MQ2 ’21: $49MQ3 ’21: $51MQ4 ’21: $61MQ4 ’21Q1 ’22: $53MQ2 ’22: $46MQ3 ’22: $48MQ4 ’22: $53MQ4 ’22Q1 ’23: $58MQ2 ’23: $57MQ3 ’23: $56MQ4 ’23: $66MQ4 ’23Q1 ’24: $77MQ2 ’24: $92MQ3 ’24: $89MQ4 ’24: $96MQ4 ’24Q1 ’25: $84MQ2 ’25: $116MQ3 ’25: $133MQ4 ’25: $126MQ4 ’25Q1 ’26: $103Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026812.6K$103M+4.57%
Q4 2025928.7K$126M+5.41%
Q3 20251.08M$133M+5.56%
Q2 20251.17M$116M+4.92%
Q1 20251.28M$84M+3.80%
Q4 20241.38M$96M+4.37%
Q3 20241.37M$89M+4.01%
Q2 20241.37M$92M+4.62%
Q1 2024664.6K$77M+3.84%
Q4 2023670.1K$66M+3.71%
Q3 2023671.7K$56M+3.52%
Q2 2023672.3K$57M+3.44%
Q1 2023706.4K$58M+3.75%
Q4 2022700.8K$53M+3.86%
Q3 2022710.2K$48M+3.86%
Q2 2022711.6K$46M+3.59%
Q1 2022701.3K$53M+3.65%
Q4 2021699.1K$61M+3.76%
Q3 2021702.0K$51M+2.59%
Q2 2021710.4K$49M+2.53%
Q1 2021710.1K$47M+2.65%
Q4 2020354.8K$46M+3.16%
Q3 2020355.1K$38M+3.31%
Q2 2020355.3K$34M+3.28%
Q1 2020336.2K$25M+3.41%
Q4 2019276.4K$30M+3.30%
Q3 2019276.4K$27M+3.04%
Q2 2019205.9K$20M+2.33%
Q1 2019151.2K$14M+1.87%
Q4 2018138.6K$11M+1.71%

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