Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership8,540 shares
Latest Disclosed Value $ 1,079,038
D.a. Davidson & Co. reports 41.34% increase in ownership of APH / Amphenol Corporation

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 8,540 shares of Amphenol Corporation (US:APH) valued at $1,079,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,042 shares of Amphenol Corporation. This represents a change in shares of 41.34% during the quarter. The current value of the position is $1,260,675 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F AMPHENOL CL A 032095101 8,540 2,498 41.34 1,079 32.23 0.0065
2026-01-29 2025-12-31 13F AMPHENOL CORP CL A 032095101 6,042 -361 -5.64 817 3.03 0.0050
2025-10-22 2025-09-30 13F AMPHENOL CORP CL A 032095101 6,403 880 15.93 792 45.32 0.0051
2025-07-30 2025-06-30 13F AMPHENOL CORP CL A 032095101 5,523 12 0.22 545 50.97 0.0038
2025-04-28 2025-03-31 13F AMPHENOL CORP CL A 032095101 5,511 -8,404 -60.40 362 -62.63 0.0029
2025-01-31 2024-12-31 13F AMPHENOL CORP CL A 032095101 13,915 8,615 162.55 966 180.00 0.0079
2024-11-13 2024-09-30 13F AMPHENOL CORP CL A 032095101 5,300 56 1.07 345 -2.27 0.0029
2024-08-01 2024-06-30 13F AMPHENOL CORP CL A 032095101 5,244 2,676 104.21 353 19.26 0.0031
2024-05-13 2024-03-31 13F AMPHENOL CORP CL A 032095101 2,568 159 6.60 296 24.37 0.0027
2024-02-09 2023-12-31 13F AMPHENOL CORP CL A 032095101 2,409 2,409 239 0.0023
2019-08-12 2019-06-30 13F AMPHENOL CORP CL A 032095101 0 -33,833 -100.00 0 -100.00
2019-05-13 2019-03-31 13F AMPHENOL CORP CL A 032095101 33,833 -414 -1.21 3,194 15.10 0.0549
2019-01-29 2018-12-31 13F AMPHENOL CORP CL A 032095101 34,247 -401 -1.16 2,775 -14.83 0.0541
2018-11-13 2018-09-30 13F AMPHENOL CORP CL A 032095101 34,648 -29 -0.08 3,258 7.81 0.0580
2018-08-02 2018-06-30 13F AMPHENOL CORP CL A 032095101 34,677 343 1.00 3,022 2.20 0.0592
2018-05-04 2018-03-31 13F AMPHENOL CORP CL A 032095101 34,334 465 1.37 2,957 -0.57 0.0611
2018-02-08 2017-12-31 13F AMPHENOL CORP CL A 032095101 33,869 -105 -0.31 2,974 3.44 0.0624
2017-11-08 2017-09-30 13F AMPHENOL CORP CL A 032095101 33,974 991 3.00 2,875 18.12 0.0564
2017-08-11 2017-06-30 13F AMPHENOL CORP CL A COM 032095101 32,983 491 1.51 2,434 5.28 0.0550
2017-05-12 2017-03-31 13F AMPHENOL CORP CL A COM 032095101 32,492 -34,142 -51.24 2,312 -48.35 0.0561
2017-02-15 2016-12-31 13F AMPHENOL CORP CL A COM 032095101 66,634 -12,859 -16.18 4,476 -13.26 0.1015
2016-11-18 2016-09-30 13F/A-1 AMPHENOL CORP CL A COM 032095101 79,493 426 0.54 5,160 13.86 0.1284
2016-11-14 2016-09-30 13F AMPHENOL CORP CL A COM 032095101 79,493 5,160
2016-08-13 2016-06-30 13F AMPHENOL CORP CL A COM 032095101 79,067 348 0.44 4,532 -0.40 0.1333
2016-05-13 2016-03-31 13F AMPHENOL CORP CL A COM 032095101 78,719 2,230 2.92 4,550 13.92 0.1417
2016-02-12 2015-12-31 13F AMPHENOL CORP CL A COM 032095101 76,489 3,998 5.52 3,994 8.18 0.1301
2015-11-13 2015-09-30 13F AMPHENOL CORP CL A COM 032095101 72,491 681 0.95 3,692 -11.27 0.1292
2015-08-14 2015-06-30 13F AMPHENOL CORP CL A COM 032095101 71,810 211 0.29 4,161 -1.33 0.1367
2015-05-06 2015-03-31 13F AMPHENOL CORP CL A COM 032095101 71,599 -185 -0.26 4,217 9.22 0.1384
2015-02-12 2014-12-31 13F AMPHENOL CORP CL A COM 032095101 71,784 39,895 125.11 3,861 21.34 0.1262
2014-11-12 2014-09-30 13F AMPHENOL CORP CL A COM 032095101 31,889 -306 -0.95 3,182 2.65 0.1078
2014-07-29 2014-06-30 13F AMPHENOL CORP CL A COM 032095101 32,195 -559 -1.71 3,100 3.33 0.1050
2014-05-05 2014-03-31 13F AMPHENOL CORP CL A COM 032095101 32,754 363 1.12 3,000 3.91 0.1072
2014-02-13 2013-12-31 13F/A-1 AMPHENOL CORP CL A COM 032095101 32,391 -402 -1.23 2,887 13.84 0.1078
2014-02-12 2013-12-31 13F AMPHENOL CORP CL A COM 032095101 32,391 2,887
2013-11-14 2013-09-30 13F AMPHENOL CORP CL A COM 032095101 32,793 776 2.42 2,536 1.72 0.1141
2013-08-16 2013-06-30 13F AMPHENOL CORP CL A COM 032095101 32,017 32,017 2,493 0.1204
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.