Amphenol Corporation (APH) Regains Appeal on an Improved Growth Outlook
Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the "Jensen Quality Growth Equity Strategy".
Amphenol Corp (APH)
Market is closed
Sector: Electronic Connectors
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 4,866,688 | $858,094,428 | +70% | 8.29% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 176,030 | $31,037,610 | -2% | 0.71% |
| 3. | Walleye Capital Will England | 71,614 | $12,626,980 | 0.05% | |
| 4. | Ayrshire Capital Management John Nevin Jr. | 60,434 | $10,655,776 | +2% | 4.99% |
| 5. | 41,300 | $7,282,016 | -4% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $128.51 | 10,000 | $1,285,080.00 | 135,720 | 2026-02-05 | Filing | |
| $84.81 | 11,839 | $1,004,065.59 | 59,120 | 2023-11-08 | Filing | |
| $65.92 | 20,000 | $1,318,474.00 | 38,666 | 2021-05-04 | Filing | |
| $42.00 | 1,000 | $42,000.00 | 5,200 | 2011-08-26 | Filing | |
| $43.31 | 115,300 | $4,993,908.19 | 153,900 | 2011-08-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $162.27 | 186,104 | $30,199,319.40 | 864,177 | 2026-07-31 | Filing | |
| $161.57 | 500,000 | $80,787,400.00 | 1,927,507 | 2026-07-31 | Filing | |
| $143.21 | 17,500 | $2,506,106.75 | 1,927,507 | 2026-05-05 | Filing | |
| $142.04 | 52,203 | $7,414,997.64 | 1,927,507 | 2026-05-04 | Filing | |
| $143.90 | 61,072 | $8,787,961.55 | 1,927,507 | 2026-05-01 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,522,112 | $1,932,479,193 | 0.61% | |
| 2. | 9,223,778 | $1,626,336,465 | 0.98% | |
| 3. | 5,108,142 | $900,665,928 | 0.21% | |
| 4. | 4,784,087 | $843,530,219 | 0.73% | |
| 5. | 4,139,732 | $729,917,546 | 0.42% |
News See All
Amphenol Corp (APH), a High-Quality Company, Strengthens From AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Strong Results Boosted Amphenol Corporation (APH) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here.
What Makes Amphenol (APH) a Strong Bet Now?
Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here.
Is Amphenol Corporation (APH) A Good Stock To Buy Now?
Is APH a good stock to buy? We came across a bullish thesis on Amphenol Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on APH.
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