HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
Amphenol Corporation in 23 fund letters
→
Also pitched by Baron Asset Fund
Guidewire Software, Inc.
GWRE
CoStar Group, Inc.
CSGP
Vertiv Holdings Co
VRT
Gartner, Inc.
IT
Edwards Lifesciences Corporation
EW
Samsara Inc.
IOT
Amphenol Corporation — Baron Asset Fund — Dec 2025 · HF Best Ideas
Amphenol Corporation — Baron Asset Fund — Dec 2025 · HF Best Ideas