What smart money is saying about Amphenol Corporation
18 funds in our archive have pitched Amphenol Corporation — most recently Guinness Sustainable Energy Fund in August 2026.
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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Position history
Between Q4 2024 and Q3 2026, 23 fund letters reported a position in Amphenol Corporation — 6 opened or added to the position, 7 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 1 |
| Q2 2026 | 19 | 6 | 6 | 8 |
| 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 · 23 positions · 13 moves
- August 2026
“The Guinness Sustainable Energy Fund is well positioned to benefit, with exposure to semiconductors (Infineon, NXP Semi), electrical connectors and sensors (Amphenol, TE Connectivity, Sensata) and batteries (LG Chem).”
Amphenol Corporation - July 2026
“Amphenol and Hubbell were among the Fund’s top performers, supported by AI infrastructure investment and growth in grid capital expenditure.”
Amphenol Corporation - 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.”
Amphenol Corporation - June 2026
“To help you understand these high-quality companies that we are talking about better, below are three short writeups. One on our investment in Amphenol, which we own in our Brasada Equity and Select Equity strategies, which should benefit from the AI buildout.”
Amphenol Corporation - TrimmedIronvine Capital Partners Quarterly Investor LetterJune 2026
“As a result, we’ve been lowering our collective exposure in recent weeks. Specifically, we sold portions of our Applied Materials, Analog Devices, and Amphenol investments across Ironvine strategies during the second quarter.”
Amphenol Corporation - 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.”
Amphenol Corporation - 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.”
Amphenol Corporation “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.”
Amphenol Corporation- 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.”
Amphenol Corporation - 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.”
Amphenol Corporation - 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.”
Amphenol Corporation - New positionRothschild & Co LongRun EquityJune 2026
“Activity We added two new positions during the quarter: Amphenol, the investment case of which is outlined later in this report, and Nvidia.”
Amphenol Corporation - TrimmedBaron Asset FundJune 2026
“Top net sales for the quarter Quarter End Market Cap or Market Cap When Sold ($B) Net Amount Sold ($M) Fair Isaac Corporation 27.7 23.1 Floor & Decor Holdings, Inc. 5.2 14.3 Booz Allen Hamilton Holding Corporation 7.3 9.7 Amphenol Corporation 216.9 8.9 Gartner, Inc. 8.7 7.5 We reduced our position in Fair Isaac Corporation , which produces the FICO score that is widely used by lenders to evaluate consumers’ creditworthiness, in response to ongoing uncertainty about potential regulatory changes in the mortgage market. We sold our position in Floor & Decor Holdings, Inc. , a retailer of home flooring, over concerns that market demand trends will remain depressed for longer than we had expected. We reduced our position in Booz Allen Hamilton Holding Corporation , which primarily provides technology consulting and implementation services to the U.S. defense establishment, over concerns about the looming impact of AI on their business. We managed down the Fund’s weightings in several long-held positions, including Amphenol Corporation , Gartner, Inc. , IDEXX Laboratories, Inc. , and Hyatt Hotels Corporation .”
Amphenol Corporation - June 2026
“Recent Activity During the second quarter, we initiated a new position in the aerospace and defense focused proprietary component manufacturer, Arxis . We took advantage of market volatility to add to our electrical systems and components designer and manufacturer, Amphenol , and also continued building our recently initiated position in the semiconductor equipment manufacturer, Lam Research.”
Amphenol Corporation - June 2026
“We continued building our Amphenol Corporation position in the second quarter after initiating it in the first quarter (see the Q1 letter for a full write-up).”
Amphenol Corporation - June 2026
“Recent Activity During the second quarter, we initiated a new position in the aerospace and defense focused proprietary component manufacturer, Arxis. We took advantage of market volatility to add to our electrical systems and components designer and manufacturer, Amphenol, and also continued building our recently initiated position in the semiconductor equipment manufacturer, Lam Research.”
Amphenol Corporation - June 2026
Listed in Liontrust Global Dividend Fund’s reported holdings.
Amphenol Corporation - New positionAristotle Atlantic Focus Growth StrategyJune 2026
“Amphenol Amphenol is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems; antennas; sensors and sensor-based products; and coaxial, high-speed and specialty cable.”
Amphenol Corporation - June 2026
Listed in Liontrust GF Global Dividend Fund’s reported holdings.
Amphenol Corporation - June 2026
“During the quarter, we sold Amphenol to reposition the portfolio toward more direct exposure to the optical interconnect transition.”
Amphenol Corporation - June 2026
“As a result, we exited the position.”
Amphenol Corporation - New positionJensen Global Quality Growth Equity CompositeJune 2026
“During the quarter, we initiated positions in two quality companies, TJX Companies (TJX) and Amphenol Corporation (APH).”
Amphenol Corporation - March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Amphenol Corporation
Also mentioned · 2
These funds discuss Amphenol Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMD SASS Concentrated ValueJune 2026
“We have spent considerable time researching the theme over the last few years, and 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.”
Amphenol Corporation - MentionedBristolgate U.S. Equity StrategyJune 2026
“Contributors Applied Materials and KLA Corp were the largest contributors in the quarter followed by Amphenol.”
Amphenol Corporation
Fund coverage · 18 theses
- Guinness Sustainable Energy FundAugust 2026
Amphenol Corporation benefits from rising EV content per vehicle through electrical connector and sensor demand.
Read the full thesis - Rothschild & Co LongRun EquityJune 2026
Amphenol sells mission-critical interconnect products, benefits from a durable designed-in moat and entrepreneurial culture, and should compound through AI-driven and secular growth.
Read the full thesis Amphenol offers diversified exposure to interconnect demand, with AI data centers, electrification, and acquisitions supporting growth and returns.
Read the full thesisAmphenol Corporation has a strong competitive position in interconnect and sensor markets, with growth driven by AI, cloud, EVs, and industrial automation.
Read the full thesisAmphenol Corporation is a new position chosen for resilient end markets, reinvestment opportunities, long-term compounding growth, and an attractive entry point.
Read the full thesis- Brasada CMJune 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 - Edgewood Large Cap Growth CompositeJune 2026
Amphenol Corporation is an existing holding used to gain exposure to the Physical AI theme.
Read the full thesis - Guinness Sustainable Energy FundJune 2026
Amphenol participates in electrical equipment niches that support electrification and grid build-out across many end markets.
Read the full thesis - Baron Durable Advantage FundJune 2026
Amphenol Corporation is a mission-critical connectivity supplier with a decentralized culture, strong growth, and a long runway.
Read the full thesis - Aristotle Large Cap GrowthMarch 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 Fifth Avenue Growth FundMarch 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 - Baron Durable Advantage FundMarch 2026
Amphenol is a leading interconnect supplier benefiting from AI data center buildout and expanding connectivity capabilities.
Read the full thesis - Ironvine Capital PartnersDecember 2025
Amphenol is a diversified, decentralized interconnect leader structurally positioned to outgrow its market and compound free cash flow via organic growth and acquisitions.
Read the full thesis - EdgewoodDecember 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.
Read the full thesis - Baron Asset FundDecember 2025
Amphenol Corporation is a leading interconnect and sensor supplier benefiting from AI datacom demand, NVIDIA content, and an accretive CommScope acquisition.
Read the full thesis - Bristolgate US Equity StrategySeptember 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.
Read the full thesis - Durable Advantage FundJune 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.
Read the full thesis - Aristotle Large Cap GrowthDecember 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.
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