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Davis Investment Partners, LLC

SEC CIK
0001963865
Latest filing
Aug 7, 2026

APH holding history

Amphenol Corp in every 13F filed by Davis Investment Partners, 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)
58,664
Value
$10.3M
% of portfolio
3.1%
Quarters held
15
Since Q4 2022
Holdings of APH by Davis Investment Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,664$10.3M3.1%00.0%UnchangedHolders
Q1 202658,664$7.41M2.6%00.0%UnchangedHolders
Q4 202558,664$8.20M2.9%−8,000−12.0%ReducedHolders
Q3 202566,664$8.31M2.8%00.0%UnchangedHolders
Q2 202566,664$6.49M2.3%00.0%UnchangedHolders
Q1 202566,664$4.36M1.9%00.0%UnchangedHolders
Q4 202466,664$4.68M2.0%00.0%UnchangedHolders
Q3 202466,664$4.14M1.7%00.0%UnchangedHolders
Q2 202466,664$4.66M1.9%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q1 202433,332$3.83M1.7%00.0%UnchangedHolders
Q4 202333,332$3.15M1.5%00.0%UnchangedHolders
Q3 202333,332$2.75M1.5%00.0%UnchangedHolders
Q2 202333,332$2.81M1.3%00.0%UnchangedHolders
Q1 202333,332$2.65M1.4%00.0%UnchangedHolders
Q4 202233,332$2.70M1.4%–No prior filingHolders