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Port Capital LLC

SEC CIK
0001729212
Latest filing
Aug 14, 2026

APH holding history

Amphenol Corp in every 13F filed by Port Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APH overviewAll 13F holders of APHFull Q2 2026 holdings

Shares (Q2 2026)
743,744
Value
$131.1M
% of portfolio
5.4%
Quarters held
22
Since Q1 2021
Holdings of APH by Port Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026743,744$131.1M5.4%−68,860−8.5%ReducedHolders
Q1 2026812,604$102.7M4.6%−116,074−12.5%ReducedHolders
Q4 2025928,678$125.5M5.4%−150,071−13.9%ReducedHolders
Q3 20251,078,749$133.5M5.6%−93,018−7.9%ReducedHolders
Q2 20251,171,767$115.7M4.9%−105,590−8.3%ReducedHolders
Q1 20251,277,357$83.8M3.8%−101,420−7.4%ReducedHolders
Q4 20241,378,777$95.8M4.4%+6,297+0.5%AddedHolders
Q3 20241,372,480$89.4M4.0%+4,373+0.3%AddedHolders
Q2 20241,368,107$92.2M4.6%+38,833+2.9%AddedConverted for a 2-for-1 splitHolders
Q1 2024664,637$76.7M3.8%−5,414−0.8%ReducedHolders
Q4 2023670,051$66.4M3.7%−1,604−0.2%ReducedHolders
Q3 2023671,655$56.4M3.5%−656−0.1%ReducedHolders
Q2 2023672,311$57.1M3.4%−34,050−4.8%ReducedHolders
Q1 2023706,361$57.7M3.8%+5,533+0.8%AddedHolders
Q4 2022700,828$53.4M3.9%−9,377−1.3%ReducedHolders
Q3 2022710,205$47.6M3.9%−1,387−0.2%ReducedHolders
Q2 2022711,592$45.8M3.6%+10,248+1.5%AddedHolders
Q1 2022701,344$52.8M3.7%+2,225+0.3%AddedHolders
Q4 2021699,119$61.1M3.8%−2,860−0.4%ReducedHolders
Q3 2021701,979$51.4M2.6%−8,390−1.2%ReducedHolders
Q2 2021710,369$48.6M2.5%+2670.0%AddedHolders
Q1 2021710,102$46.8M2.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.