Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionPort Capital LLC
Latest Disclosed Ownership812,604 shares
Latest Disclosed Value $ 102,672,515
Port Capital LLC reports 12.50% decrease in ownership of APH / Amphenol Corporation

On May 15, 2026 - Port Capital LLC filed a 13F-HR form disclosing ownership of 812,604 shares of Amphenol Corporation (US:APH) valued at $102,672,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 928,678 shares of Amphenol Corporation. This represents a change in shares of -12.50% during the quarter. The current value of the position is $119,956,602 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)
2026-05-15 2026-03-31 13F AMPHENOL CL A 032095101 812,604 -116,074 -12.50 102,673 -18.19 4.5657
2026-02-17 2025-12-31 13F AMPHENOL CORP CL A 032095101 928,678 -150,071 -13.91 125,502 -5.99 5.4126
2025-11-14 2025-09-30 13F AMPHENOL CORP CL A 032095101 1,078,749 -93,018 -7.94 133,495 15.37 5.5637
2025-08-14 2025-06-30 13F AMPHENOL CORP CL A 032095101 1,171,767 -105,590 -8.27 115,712 38.11 4.9205
2025-05-15 2025-03-31 13F AMPHENOL CORP CL A 032095101 1,277,357 -101,420 -7.36 83,782 -12.50 3.7986
2025-02-14 2024-12-31 13F AMPHENOL CORP CL A 032095101 1,378,777 6,297 0.46 95,756 7.07 4.3704
2024-11-14 2024-09-30 13F AMPHENOL CORP CL A 032095101 1,372,480 4,373 0.32 89,431 -2.97 4.0083
2024-08-14 2024-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 1,368,107 703,470 105.84 92,169 20.22 4.6179
2024-05-15 2024-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 664,637 -5,414 -0.81 76,666 15.42 3.8430
2024-02-15 2023-12-31 13F AMPHENOL CORP NEW CL A CL A 032095101 670,051 -1,604 -0.24 66,422 17.74 3.7055
2023-11-14 2023-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 671,655 -656 -0.10 56,412 -1.23 3.5209
2023-08-14 2023-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 672,311 -34,050 -4.82 57,113 -1.06 3.4360
2023-05-15 2023-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 706,361 5,533 0.79 57,724 8.18 3.7513
2023-02-15 2022-12-31 13F AMPHENOL CORP NEW CL A CL A 032095101 700,828 -9,377 -1.32 53,361 12.21 3.8572
2022-11-14 2022-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 710,205 -1,387 -0.19 47,555 3.80 3.8611
2022-08-15 2022-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 711,592 10,248 1.46 45,812 -13.31 3.5873
2022-05-16 2022-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 701,344 2,225 0.32 52,846 -13.57 3.6537
2022-02-14 2021-12-31 13F AMPHENOL CORP NEW CL A CL A 032095101 699,119 -2,860 -0.41 61,145 18.95 3.7605
2021-11-15 2021-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 701,979 -8,390 -1.18 51,406 5.78 2.5948
2021-08-16 2021-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 710,369 267 0.04 48,596 3.74 2.5303
2021-05-17 2021-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 710,102 355,289 100.13 46,845 0.96 2.6521
2021-02-16 2020-12-31 13F AMPHENOL CORP NEW CL A CL A 032095101 354,813 -325 -0.09 46,399 20.67 3.1575
2020-11-16 2020-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 355,138 -148 -0.04 38,451 12.96 3.3127
2020-08-17 2020-06-30 13F/A-1 AMPHENOL CORP NEW CL A CL A 032095101 355,286 19,100 5.68 34,040 38.93 3.2804
2020-08-14 2020-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 333,461 -2,725 31,949 3,703,179.9663
2020-05-15 2020-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 336,186 59,737 21.61 24,501 -18.11 3.4077
2020-02-14 2019-12-31 13F AMPHENOL CORP NEW CL A CL A 032095101 276,449 0 0.00 29,920 12.16 3.3016
2019-11-14 2019-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 276,449 70,514 34.24 26,677 35.03 3.0445
2019-08-14 2019-06-30 13F AMPHENOL CORP NEW CL A CL A 032095101 205,935 54,710 36.18 19,757 38.33 2.3289
2019-05-15 2019-03-31 13F AMPHENOL CORP NEW CL A CL A 032095101 151,225 12,599 9.09 14,282 27.17 1.8679
2019-02-13 2018-12-31 13F AMPHENOL CORP CL A 032095101 138,626 57,384 70.63 11,231 47.04 1.7073
2018-11-14 2018-09-30 13F AMPHENOL CORP NEW CL A CL A 032095101 81,242 1,440 1.80 7,638 9.82 0.9258
2018-07-11 2018-06-30 13F AMPHENOL CORP CL A 032095101 79,802 20,164 33.81 6,955 35.39 0.9085
2018-05-08 2018-03-31 13F/A-1 AMPHENOL CORP CL A 032095101 59,638 9,750 19.54 5,137 17.28 0.7264
2018-05-07 2018-03-31 13F AMPHENOL CORP NEW CL A COM 032095101 59,638 9,750 5,137
2018-03-01 2017-12-31 13F/A-1 AMPHENOL CORP NEW CL A CL A 032095101 49,888 49,888 4,380 0.6188
2018-01-25 2017-12-31 13F AMPHENOL CORP NEW CL A COM 032095101 21,165 1,858 0.8286
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.