SEC 13F Intelligence

Navera Investment Management Ltd. / APH

Navera Investment Management Ltd.’s Amphenol Corp Position

Does Navera Investment Management Ltd. own Amphenol Corp (APH)? Yes1.59M shares worth $202M (+5.15% of its 13F portfolio) as of Q1 2026, down from 1.67M shares the prior filed quarter.

Position Value
$202M
Q1 2026
Shares
1.59M
% of Portfolio
+5.15%
Quarters Held
22
currently held

Position History APH

Reported value by quarter
Q4 ’20: $89MQ4 ’20Q1 ’21: $95MQ2 ’21: $102MQ3 ’21: $113MQ3 ’21Q4 ’21: $116MQ1 ’22: $120MQ2 ’22: $120MQ2 ’22Q3 ’22: $110MQ4 ’22: $127MQ1 ’23: $152MQ1 ’23Q2 ’23: $189MQ3 ’23: $187MQ4 ’23: $257MQ4 ’23Q1 ’24: $282MQ2 ’24: $300MQ3 ’24: $244MQ3 ’24Q4 ’24: $225MQ1 ’25: $171MQ2 ’25: $210MQ2 ’25Q3 ’25: $217MQ4 ’25: $225MQ1 ’26: $202MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.59M$202M+5.15%
Q4 20251.67M$225M+4.75%
Q3 20251.76M$217M+4.16%
Q2 20252.13M$210M+3.82%
Q1 20252.61M$171M+3.14%
Q4 20243.24M$225M+4.03%
Q3 20243.74M$244M+4.34%
Q2 20244.45M$300M+5.63%
Q1 20242.44M$282M+5.53%
Q4 20232.59M$257M+5.53%
Q3 20232.22M$187M+5.00%
Q2 20232.22M$189M+4.86%
Q1 20231.86M$152M+4.26%
Q4 20221.67M$127M+3.94%
Q3 20221.64M$110M+3.73%
Q2 20221.87M$120M+3.31%
Q1 20221.60M$120M+3.40%
Q4 20211.33M$116M+3.97%
Q3 20211.54M$113M+4.30%
Q2 20211.50M$102M+4.22%
Q1 20211.44M$95M+4.45%
Q4 2020684.1K$89M+4.68%

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