SEC 13F Intelligence

Saraza Management, LP / APH

Saraza Management, LP’s Amphenol Corp Position

Does Saraza Management, LP own Amphenol Corp (APH)? Yes — 105.2K shares worth $13M (+5.57% of its 13F portfolio) as of Q1 2026, down from 113.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
105.2K
% of Portfolio
+5.57%
Quarters Held
6
currently held

Position History APH

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $20MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026105.2K$13M+5.57%
Q4 2025113.0K$15M+5.90%
Q3 2025155.0K$19M+6.83%
Q2 2025200.0K$20M+4.77%
Q1 2025197.5K$13M+3.87%
Q4 2024205.0K$14M+3.97%

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