What smart money is saying about Amphenol Corporation

APH · Technology · Hardware, Equipment & Parts · Market cap $184.92B

13 funds in our archive have pitched Amphenol Corporation — most recently Edgewood Large Cap Growth Composite in June 2026.

Company profile

Amphenol Corporation, alongside its numerous subsidiaries, operates globally as a prominent designer, manufacturer, and distributor of electrical, electronic, and fiber optic connectors. Its market reach extends across the United States, China, and various international territories. The company is organized into three primary operational divisions: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. Amphenol's comprehensive product lineup features an extensive array of connectors and integrated connector systems. These include specialized interconnects engineered for demanding conditions (covering data, power, high-speed, fiber optic, and radio frequency applications), in addition to busbars and complete power distribution systems. Beyond these core offerings, the company provides value-added products such as backplane interconnect systems, bespoke cable assemblies and harnesses, and cable management solutions. Their portfolio also encompasses flexible and rigid printed circuit boards (PCBs), hinges, and various other mechanical and production-related components. Furthermore, Amphenol supplies antennas for consumer electronics, network infrastructure, and other uses; a range of coaxial, power, and specialty cables; and an assortment of sensors and sensor-based technologies. The company distributes its products through a multi-channel approach, utilizing its internal sales force, independent representatives, and an extensive network of electronics distributors. Its diverse customer base comprises original equipment manufacturers (OEMs), electronic manufacturing services (EMS) providers, original design manufacturers (ODMs), and service providers. These clients span numerous industries, including automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is presently headquartered in Wallingford, Connecticut.

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Reported positions

Bought

Sold

Letters

Position history

Between Q4 2024 and Q3 2026, 12 fund letters reported a position in Amphenol Corporation — 1 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in Amphenol Corporation, by quarter
Quarter	Letters	Bought	Sold	Theses
Q3 2026	2	0	1	0
Q2 2026	9	1	1	4
Q1 2026	1	0	0	3
Q4 2025	0	0	0	3
Q3 2025	0	0	0	1
Q2 2025	0	0	0	1
Q4 2024	0	0	0	1

Fund activity · 12 positions · 3 moves

TrimmedREQ
July 2026
“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.”
Read the letterAmphenol Corporation
HoldsGuinness Sustainable Energy Fund
July 2026
“Amphenol and Hubbell were among the Fund’s top performers, supported by AI infrastructure investment and growth in grid capital expenditure.”
Read the letterAmphenol Corporation
TrimmedIronvine Capital Partners Quarterly Investor Letter
June 2026
“Specifically, we sold portions of our Applied Materials, Analog Devices, and Amphenol investments across Ironvine strategies during the second quarter.”
Read the letterAmphenol Corporation
HoldsHarding Loevner Global Equity
June 2026
“Among electrical suppliers, Amphenol and nVent Electric are examples of businesses whose competitive positions should allow them to convert demand into attractive long-term returns on capital.”
Read the letterAmphenol Corporation
HoldsMar Vista U.S. Quality Strategy
June 2026
“Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.”
Read the letterAmphenol Corporation
HoldsGuinness Sustainable Energy Fund (Guinness Global Investors)
June 2026
“Holdings such as Eaton, Schneider Electric, Amphenol and Legrand participate in various niches in the design, manufacturing and servicing of electrical products across low, medium and high voltage applications, for a wide range of end markets.”
Read the letterAmphenol Corporation
HoldsHarding Loevner Global Developed Markets Equity
June 2026
“Among electrical suppliers, Amphenol and nVent Electric are examples of businesses whose competitive positions should allow them to convert demand into attractive long-term returns on capital.”
Read the letterAmphenol Corporation
HoldsHarding Loevner Global Equity ADR
June 2026
“Among electrical suppliers, Amphenol and nVent Electric are examples of businesses whose competitive positions should allow them to convert demand into attractive long-term returns on capital.”
Read the letterAmphenol Corporation
New positionJensen Quality Growth Fund
June 2026
“In terms of new additions, we initiated positions in several quality companies, including IDEXX Laboratories (IDXX), Cintas Corporation (CTAS), TJX Companies (TJX), and Amphenol”
Read the letterAmphenol Corporation
HoldsEdgewood Large Cap Growth Composite
June 2026
“These new positions complement existing holdings such as Synopsys, Amphenol, NVIDIA, Intuitive Surgical, and Axon, which already give us exposure to this theme.”
Read the letterAmphenol Corporation
HoldsBrasada CM Brasada Private Accounts
June 2026
“One on our investment in Amphenol, which we own in our Brasada Equity and Select Equity strategies, which should benefit from the AI buildout.”
Read the letterAmphenol Corporation
HoldsHL Global Carbon Transition Equity
March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Read the letterAmphenol Corporation

Also mentioned · 1

These funds discuss Amphenol Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedMD SASS Concentrated Value
June 2026
“AI-related investments, including Jabil (JBL), Marvell (MRVL), Amphenol (APH), Williams Companies (WMB), and Quanta Services (PWR), drove nearly half of our performance last year.”
Read the letterAmphenol Corporation

Fund coverage · 13 theses

Edgewood Large Cap Growth Composite
June 2026
Amphenol Corporation is an existing holding used to gain exposure to the Physical AI theme.
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Brasada CM
June 2026
Amphenol is a mission-critical interconnect leader with switching costs, decentralized execution, AI-driven growth, and long-term electrification and digitization tailwinds.
Read the full thesis
Guinness Sustainable Energy Fund (Guinness Global Investors)
June 2026
Amphenol participates in electrical equipment niches that support electrification and grid build-out across many end markets.
Read the full thesis
Jensen Quality Growth Fund
June 2026
Amphenol Corporation is supported by scale, technology leadership, and secular demand from AI, cloud, EV, and industrial automation.
Read the full thesis
Baron Fifth Avenue Growth Fund
March 2026
Amphenol is a diversified interconnect leader with a strong culture, AI-driven growth acceleration, and a long runway for compounding.
Read the full thesis
Aristotle Large Cap Growth
March 2026
Amphenol is a diversified interconnect and sensor leader benefiting from secular tailwinds like AI data centers and electrification, with M&A discipline and operational excellence supporting margins and free cash flow.
Read the full thesis
Baron Durable Advantage Fund
March 2026
Amphenol is a leading interconnect supplier benefiting from AI data center buildout and expanding connectivity capabilities.
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Edgewood
December 2025
Amphenol Corp. is a mission-critical interconnect and sensor supplier positioned to benefit from AI data center and industrial automation tailwinds with diversified end-markets and a proven M&A playbook.
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Baron Asset Fund
December 2025
Amphenol Corporation is a leading interconnect and sensor supplier benefiting from AI datacom demand, NVIDIA content, and an accretive CommScope acquisition.
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Ironvine Capital Partners
December 2025
Amphenol is a diversified, decentralized interconnect leader structurally positioned to outgrow its market and compound free cash flow via organic growth and acquisitions.
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Bristolgate US Equity Strategy
September 2025
Amphenol is a high-quality, defensible franchise with strong growth potential and robust dividend growth driven by its proprietary technology and demand in the Information and Datacom segment.
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Durable Advantage Fund
June 2025
Amphenol’s technological leadership, dominant AI data center connector position, agile entrepreneurial culture, and disciplined capital allocation position it for accelerated growth and sustained shareholder value creation.
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Aristotle Large Cap Growth
December 2024
Amphenol is poised for double-digit sales growth driven by increased demand for interconnect products in AI-enabled datacenters, supported by strong cash flow and diversified market exposure.
Read the full thesis

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