What smart money is saying about Ametek
2 funds in our archive have pitched Ametek — most recently Guinness Global Innovators in December 2024.
AMETEK, Inc. manufactures and sells electronic instruments and electromechanical devices worldwide. It operates in two segments, Electronic Instruments (EIG) and Electromechanical (EMG). The company's EIG segment offers advanced instruments for the process, aerospace, power, and industrial markets; process and analytical instruments for the oil and gas, petrochemical, pharmaceutical, semiconductor, automation, and food and beverage industries; and instruments to the laboratory equipment, ultra-precision manufacturing, medical, and test and measurement markets. This segment also provides power quality monitoring and metering devices, uninterruptible power supplies, programmable power equipment, electromagnetic compatibility test equipment, gas turbines, and environmental health and safety market sensors, dashboard instruments for heavy trucks and other vehicles, and instrumentation and controls for the food and beverage industries; and aircraft and engine sensors, monitoring systems, power supplies, fuel and fluid measurement systems, and data acquisition systems for the aerospace industry. Its EMG segment offers engineered electrical connectors and electronics packaging to protect sensitive devices and mission-critical electronics; precision motion control products for data storage, medical devices, business equipment, automation, and other applications; high-purity powdered metals, strips and foils, specialty clad metals, and metal matrix composites; motor-blower systems and heat exchangers for use in thermal management, military, commercial aircraft, and military ground vehicles; and motors for use in commercial appliances, fitness equipment, food and beverage machines, hydraulic pumps, and industrial blowers. This segment also operates a network of aviation maintenance, repair, and overhaul facilities. In addition, the company offers clinical and educational communication solutions. AMETEK, Inc. was founded in 1930 and is headquartered in Berwyn, Pennsylvania.
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Position history
Between Q4 2024 and Q3 2026, 8 fund letters reported a position in Ametek — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 5 | 1 | 1 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Fund activity · 8 positions · 4 moves
- TrimmedREQJuly 2026
“Portfolio activity We sold the majority of our Amphenol position during the first half – earlier than we had envisaged when we initiated the position in early 2024. We did not foresee the magnitude of the AI- and data- center-driven demand boom from which the company has since benefited. When we initiated the position, IT datacom was one market among several; by 2025, it had become Amphenol’s largest, accounting for 36% of sales. At the same time, the order backlog had increased to approximately USD 8.9 billion, from USD 6.1 billion the year before, driven by AI-related demand. In Q1 2026, Amphenol reported revenue growth of 58%, of which 33% was organic, led by exceptional demand in the IT datacom business. We continue to have great respect for the company and its culture, but increasing thematic concentration toward AI, combined with an increasingly demanding valuation, made the stock a less natural fit within our portfolio framework. In line with our portfolio framework, we significantly trimmed Ametek.”
Ametek - June 2026
“During the quarter, we initiated new investments in ASML Holding (ASML) and we exited our position in Intuit (INTU). During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).”
Ametek - June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Ametek - HoldsMD SASS Concentrated ValueJune 2026
“As of July 15, our five largest positions were Henry Schein (HSIC), Amazon (AMZN), AMETEK (AME), Primo Brands (PRMB), and Williams Companies (WMB), representing 32% of the total portfolio.”
Ametek - New positionBaron SMID Cap StrategyJune 2026
“Recent Activity Top net purchases for the quarter Net Amount Purchased ($K) Shake Shack Inc. 601.5 Advanced Drainage Systems, Inc. 575.8 Axon Enterprise, Inc. 391.0 AMETEK, Inc. 376.9 Viking Holdings Ltd 355.0 During the quarter, we purchased Shake Shack Inc., a premium fast-casual burger chain.”
Ametek - June 2026
“AMETEK, Inc. 2.07”
Ametek - March 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* CBRE Group, Inc. 4.35 MSCI, Inc. 3.88 Equifax, Inc. 3.30 AMETEK, Inc. 3.27 Verisk Analytics, Inc.”
Ametek - March 2026
“During the quarter, we exited one position and established one new position. We exited Ametek in February at $232, after trimming the position in the fourth quarter.”
50 more words on why — unlock Giverny Capital Asset Management (GCAM) model portfolio’s full commentAmetek
Fund coverage · 2 theses
- Guinness Global InnovatorsDecember 2024
Ametek is a high-quality compounder in niche manufacturing of mission-critical electromechanical and electronic instruments, demonstrating strong organic growth, strategic acquisitions, and robust cash flow generation.
Read the full thesis - REQDecember 2024
Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.
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