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 3 quarters

Net buyers 5 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.0B Estimated from net added shares
Reduction amount $62.7M Estimated from net reduced shares
Net share change / base shares +121.3% +7,420,055 / 6,119,159
Lone Pine Capital Stephen Mandel 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$374.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -7.1% 13F value change +$5.6M
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 0 Last 3 periods +223,084 (New) Total shares 223,084 Value $28.2M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$91.0M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 8.6% 13F value change +$16.9M
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 0 Last 3 periods +863,048 (New) Total shares 863,048 Value $109.0M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 63.0% 13F value change +$20.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 10.8% 13F value change +$8.3M
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 195,860 Last 3 periods +279,072 (+142.5%) Total shares 474,932 Value $60.0M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change +$47.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -9.5% 13F value change -$2.6M
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 1,889,030 Last 3 periods -229,340 (-12.1%) Total shares 1,659,690 Value $209.7M
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 53.7% 13F value change +$244.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.8% 13F value change -$1.9M
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 2,670,953 Last 3 periods +1,946,995 (+72.9%) Total shares 4,617,948 Value $583.5M
Edgewood Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
New Shares - 13F value change +$421.8M
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 0 Last 3 periods +4,604,449 (New) Total shares 4,604,449 Value $581.8M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -3.9% 13F value change +$8.5M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -27.0% 13F value change -$10.2M
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 423,195 Last 3 periods -132,734 (-31.4%) Total shares 290,461 Value $36.7M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -15.4% 13F value change +$5.6M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 10.5% 13F value change +$20.4M
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 940,121 Last 3 periods -134,519 (-14.3%) Total shares 805,602 Value $101.8M

Recent mentions

No public mentions.