NZS Capital, LLC
- SEC CIK
- 0001816616
- Latest filing
- Aug 14, 2026
APH holding history
Amphenol Corp in every 13F filed by NZS 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)
- 1,024,330
- Value
- $180.6M
- % of portfolio
- 4.7%
- Quarters held
- 21
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,024,330 | $180.6M | 4.7% | +265,355+35.0% | Added | Holders |
| Q1 2026 | 758,975 | $95.9M | 3.2% | +273,049+56.2% | Added | Holders |
| Q4 2025 | 485,926 | $65.7M | 2.0% | −396,200−44.9% | Reduced | Holders |
| Q3 2025 | 882,126 | $109.2M | 3.3% | −440,817−33.3% | Reduced | Holders |
| Q2 2025 | 1,322,943 | $130.6M | 4.4% | −52,952−3.8% | Reduced | Holders |
| Q1 2025 | 1,375,895 | $90.2M | 4.1% | +402,630+41.4% | Added | Holders |
| Q4 2024 | 973,265 | $67.6M | 2.9% | +62,212+6.8% | Added | Holders |
| Q3 2024 | 911,053 | $59.4M | 2.3% | +46,292+5.4% | Added | Holders |
| Q2 2024 | 864,761 | $58.3M | 2.4% | −771,671−47.2% | ReducedConverted for a 2-for-1 split | Holders |
| Q1 2024 | 818,216 | $94.4M | 3.9% | +151,575+22.7% | Added | Holders |
| Q4 2023 | 666,641 | $66.1M | 3.5% | −65,317−8.9% | Reduced | Holders |
| Q3 2023 | 731,958 | $61.5M | 3.3% | +402,057+121.9% | Added | Holders |
| Q2 2023 | 329,901 | $28.0M | 1.4% | +10,780+3.4% | Added | Holders |
| Q1 2023 | 319,121 | $26.1M | 1.4% | +116,189+57.3% | Added | Holders |
| Q4 2022 | 202,932 | $15.5M | 1.3% | +22,305+12.3% | Added | Holders |
| Q3 2022 | 180,627 | $12.1M | 1.1% | +75,191+71.3% | Added | Holders |
| Q2 2022 | 105,436 | $6.79M | 0.7% | −274,358−72.2% | Reduced | Holders |
| Q1 2022 | 379,794 | $28.6M | 2.9% | −133,121−26.0% | Reduced | Holders |
| Q4 2021 | 512,915 | $44.9M | 3.9% | +79,914+18.5% | Added | Holders |
| Q3 2021 | 433,001 | $31.7M | 3.1% | −38,192−8.1% | Reduced | Holders |
| Q2 2021 | 471,193 | $32.2M | 3.0% | – | No prior filing | Holders |