Amphenol Corporation (APH) Surged on Strength in End Markets

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equities saw double-digit returns as global economic activity expanded. Growth indexes outperformed the value counterparts in the quarter. The global risk factors like Beta, Momentum, and Residual Volatility were highly rewarded, while Earnings Quality, Value, and Growth were detracted. Further, in U.S. small and mid-cap growth indexes, better returns came from stocks with either high valuations, negative earnings, or low returns on equity. Against this backdrop, the strategy returned 11.79% (gross) and 11.56% (net) compared to an 18.20% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks such as Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic connectors. The one-month return of Amphenol Corporation (NYSE:APH) was 7.54%, and its shares gained 87.69% of their value over the last 52 weeks. On September 10, 2025, Amphenol Corporation (NYSE:APH) stock closed at $119.09 per share, with a market capitalization of $145.399 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its second quarter 2025 investor letter:

“Climbing by 51% was Amphenol Corporation (NYSE:APH), which produces electrical, electronic and fiber optic cables, and connectors. Amphenol reported higher-than-anticipated revenues and earnings. There was strength across all its end markets, especially the third of its overall revenues coming from data centers.”

What’s Fueling Wall Street’s 90-Day Optimism on Amphenol (APH)?

Amphenol Corporation (NYSE:APH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the second quarter, which was 69 in the previous quarter. Amphenol Corporation’s (NYSE:APH) second quarter sales were up 57% in U.S. dollars and 56% in local currencies to $5.650 billion. While we acknowledge the risk and potential Amphenol Corporation (NYSE:APH) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Amphenol Corporation (NYSE:APH) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Amphenol Corporation (NYSE:APH) and shared Renaissance Large Cap Growth Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.