What smart money is saying about Aptiv PLC
APTV
No fund has written a full thesis on Aptiv PLC in our archive, but 3 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in August 2026.
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3
Reported positions
0
Bought
1
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Aptiv PLC — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- August 2026
“Buys/Sells TE Connectivity is a world leading electrical and electronic connector manufacturer, selling into automotive and industrial end markets. The company is the world's largest automotive connector supplier and benefits from a content-per-vehicle uplift when selling high-voltage connectors for electric vehicles rather than low-voltage ones for internal combustion engine vehicles. The company also sells connectors into a broad array of industrial end markets such as factory automation, clean energy, and data centres. We sold our position in Aptiv and recycled the capital into TE Connectivity, where we have higher conviction in the firm’s competitive positioning and growth outlook.”
Aptiv PLC “Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Aptiv PLC- June 2026
“Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Aptiv PLC
Also mentioned · 1
These funds discuss Aptiv PLC — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedVoss Value FundJune 2026
“New Position: Versigent (NYSE: VGNT) In a market obsessively chasing wannabe interplanetary enterprises and shiny new technologies set to transform the world, TGH has driven Aptiv’s April fool’s day spin-off to the junk yard, as if it were a burnt-up Pinto.”
Aptiv PLC
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