Strong Results and Upbeat Outlook Boosted Amphenol (APH) in Q3

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% net of fees, compared to +8.00% and +8.12% returns for the Russell 1000 Index and the S&P 500 Index, respectively. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Mar Vista U.S. Quality 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 5.63%, and its shares gained 93.70% of their value over the last 52 weeks. On October 8, 2025, Amphenol Corporation (NYSE:APH) stock closed at $125.79 per share, with a market capitalization of $153.58 billion.

Mar Vista U.S. Quality Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its third quarter 2025 investor letter:

“Amphenol Corporation (NYSE:APH) delivered strong Q2 results and provided an upbeat Q3 outlook, which were both well received by investors. Revenue growth is being supported by AI-related product design wins, including contributions to NVIDIA’s new Blackwell NVL platform, expected to ramp in the second half of 2025. Beyond IT datacom and AI, Amphenol benefits from a diversified portfolio across a wide range of end markets, all tied to the secular trend of greater connectivity and intelligence in devices. Coupled with its entrepreneurial culture, disciplined capital allocation, and leading market position, Amphenol appears to be well positioned to gain share in the global connector market, while sustaining best-in-class margins and returns on invested capital.”

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, up from 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 of 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 the list of stocks Jim Cramer discussed recently. In addition, please check out our hedge fund investor letters Q3 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.