NYSE · Technology

AMPHENOL CORP-CL A APH

Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.

Electrical Products

Company profile

Business mix

  • It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.
  • The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products.
  • It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products.
  • In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products.

Current key questions

  • Can demand for the company's products and platforms keep growing within electronic components?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 8 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 39.93 FCF 2.71% Buyback -1.36%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 1.0% $583.5M 2026-03-31
Edgewood Management 3.8% $581.8M 2026-03-31
Baron Capital Ron Baron 0.6% $209.7M 2026-03-31
Bridgewater Associates Ray Dalio 0.5% $109.0M 2026-03-31
Sands Capital Management Frank Sands 0.4% $101.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $60.0M 2026-03-31
Mar Vista Investment Partners 3.7% $36.7M 2026-03-31
Lone Pine Capital Stephen Mandel 0.2% $28.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 4 Last 1 13F filing periods
Net reducers 4 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $321.2M Estimated from net added shares
Reduction amount $343.3M Estimated from net reduced shares
Net share change / base shares -1.3% -175,359 / 13,714,573
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -92.1% 13F value change -$351.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,809,773 Last 1 periods -2,586,689 (-92.1%) Total shares 223,084 Value $28.2M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 8.1% 13F value change +$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 798,364 Last 1 periods +64,684 (+8.1%) Total shares 863,048 Value $109.0M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 34.2% 13F value change +$12.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 353,888 Last 1 periods +121,044 (+34.2%) Total shares 474,932 Value $60.0M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.0% 13F value change -$21.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,710,742 Last 1 periods -51,052 (-3.0%) Total shares 1,659,690 Value $209.7M
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 23.3% 13F value change +$77.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,744,603 Last 1 periods +873,345 (+23.3%) Total shares 4,617,948 Value $583.5M
Edgewood Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 47.5% 13F value change +$159.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,121,475 Last 1 periods +1,482,974 (+47.5%) Total shares 4,604,449 Value $581.8M
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -2.1% 13F value change -$3.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 296,724 Last 1 periods -6,263 (-2.1%) Total shares 290,461 Value $36.7M
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -8.4% 13F value change -$17.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 879,004 Last 1 periods -73,402 (-8.4%) Total shares 805,602 Value $101.8M

Recent mentions

No public mentions.