SEC 13F Intelligence

Nzs Capital, LLC / APH

Nzs Capital, LLC’s Amphenol Corp Position

Does Nzs Capital, LLC own Amphenol Corp (APH)? Yes759.0K shares worth $96M (+3.20% of its 13F portfolio) as of Q1 2026, up from 485.9K shares the prior filed quarter.

Position Value
$96M
Q1 2026
Shares
759.0K
% of Portfolio
+3.20%
Quarters Held
20
currently held

Position History APH

Reported value by quarter
Q2 ’21: $32MQ2 ’21Q3 ’21: $32MQ4 ’21: $45MQ1 ’22: $29MQ1 ’22Q2 ’22: $7MQ3 ’22: $12MQ4 ’22: $15MQ4 ’22Q1 ’23: $26MQ2 ’23: $28MQ3 ’23: $61MQ3 ’23Q4 ’23: $66MQ1 ’24: $94MQ2 ’24: $58MQ2 ’24Q3 ’24: $59MQ4 ’24: $68MQ1 ’25: $90MQ1 ’25Q2 ’25: $131MQ3 ’25: $109MQ4 ’25: $66MQ4 ’25Q1 ’26: $96Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026759.0K$96M+3.20%
Q4 2025485.9K$66M+2.01%
Q3 2025882.1K$109M+3.34%
Q2 20251.32M$131M+4.44%
Q1 20251.38M$90M+4.07%
Q4 2024973.3K$68M+2.88%
Q3 2024911.1K$59M+2.31%
Q2 2024864.8K$58M+2.39%
Q1 2024818.2K$94M+3.92%
Q4 2023666.6K$66M+3.48%
Q3 2023732.0K$61M+3.31%
Q2 2023329.9K$28M+1.40%
Q1 2023319.1K$26M+1.38%
Q4 2022202.9K$15M+1.32%
Q3 2022180.6K$12M+1.11%
Q2 2022105.4K$7M+0.73%
Q1 2022379.8K$29M+2.89%
Q4 2021512.9K$45M+3.93%
Q3 2021433.0K$32M+3.13%
Q2 2021471.2K$32M+2.96%

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