What smart money is saying about TE Connectivity Ltd.
5 funds in our archive have pitched TE Connectivity Ltd., most recently The London Company Mid Cap Strategy in September 2026.
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services, microfluidic devices, and sensor manufacturing services as well as conducts automotive webinars. It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions, e-mobility, industrial machinery, intelligent buildings, IoT connectivity, medical technologies, oil and gas/marine, personal electronics and wearable technology, rail, sensor applications, space, and other industries. The company was formerly known as Tyco Electronics Ltd. and changed its name to TE Connectivity plc in March 2011. TE Connectivity plc was founded in 1941 and is based in Ballybrit, Ireland.
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Fund signal · last 12 months
12 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 13 fund letters reported a position in TE Connectivity Ltd., with 6 buys (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 4 | 0 | 4 |
| Q2 2026 | 6 | 2 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 1 | 0 | 1 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 13 positions · 9 moves
- September 2026
“TE Connectivity is a technology company that designs and manufactures connectivity and sensor solutions. TE Connectivity is the largest manufacturer of connectors in the world.”
TE Connectivity Ltd. - New positionAugustine Asset Management Quarterly FundSeptember 2026
“We also initiated a new position in TE Connectivity, a global industrial technology company focused on connectors, sensors, and related systems that transmit power, signals, and data in demanding environments.”
TE Connectivity Ltd. - New positionThe London Company Mid Cap StrategySeptember 2026
“● Initiated: TE Connectivity Ltd. (TEL) – TEL makes the connectors and sensors that carry power and data inside cars, factory equipment, and increasingly AI-driven data centers.”
TE Connectivity Ltd. - September 2026
“We also added to positions in TE Connectivity and Qualcomm on share price weakness.”
TE Connectivity Ltd. - 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.”
TE Connectivity Ltd. - June 2026
“Top 3 Detractors from Relative Performance Republic Services, Inc. (RSG) – RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment. Core fundamentals remain strong, with pricing continuing to outpace inflation, early signs of volume stabilization, and structural margin expansion supported by productivity initiatives. We remain confident in RSG’s disciplined capital allocation, favorable landfill dynamics, and long runway for earnings growth. Martin Marietta Materials, Inc. (MLM) – MLM declined as pricing was temporarily impacted by acquisition mix and softer residential and light non-residential construction activity. Underlying demand remains healthy, supported by infrastructure spending, data center development, and a robust acquisition pipeline. We continue to believe MLM’s disciplined capital allocation, leading aggregates franchise, and favorable long-term industry fundamentals position the company to compound earnings over time. TE Connectivity Ltd. (TEL) – TEL underperformed as investors remained cautious on the pace of the automotive recovery and the timing of AI-related revenue growth.”
TE Connectivity Ltd. - June 2026
“In a narrow rally, holdings in connector and sensor manufacturer TE Connectivity and e-commerce platform Shopify also detracted.”
TE Connectivity Ltd. - June 2026
“We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
TE Connectivity Ltd. - June 2026
“TE Connectivity and BlackRock were also among the leading detractors from relative performance year-to-date.”
TE Connectivity Ltd. - New positionAltrinsic Global Advisors International EquityJune 2026
“During the quarter, we initiated positions in five companies (Airbus, Intact Financial, Kingspan, Octave Intelligence, TE Connectivity) and exited two holdings (Agnico Eagle, Akzo Nobel).”
TE Connectivity Ltd. - June 2026
“● Reduced: TE Connectivity Ltd. (TEL) - We reduced our position in TEL to manage concentrated exposure to the AI and data center infrastructure buildout at the portfolio level.”
TE Connectivity Ltd. - ExitedPlatinium Asset ManagementDecember 2025
“• We exited TE Connectivity and Amphenol and trimmed Broadcom, Nvidia, and Vertiv to fund these new positions.”
TE Connectivity Ltd. - TrimmedPzena Focused ValueSeptember 2025
“We trimmed TE Connectivity, CVS Health, and Citigroup all on strength.”
TE Connectivity Ltd.
Also mentioned · 1
These funds discuss TE Connectivity Ltd. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedLVS AdvisoryJune 2026
“Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses. For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019.”
TE Connectivity Ltd.
Fund coverage · 5 theses
- The London Company Mid Cap StrategySeptember 2026
TE Connectivity should outgrow its end markets through electrification and connectivity trends, supported by strong cash flow and valuation upside.
Read the full thesis - Harris Associates Global StrategySeptember 2026
TE Connectivity has durable competitive advantages, secular growth exposure, and an attractive valuation.
Read the full thesis - Augustine Asset Management Quarterly FundSeptember 2026
TE Connectivity benefits from structural demand for connectivity and power intensity across autos and AI infrastructure, with improving margins and an attractive valuation.
Read the full thesis - Guinness Sustainable Energy FundAugust 2026
TE Connectivity is a leading connector supplier benefiting from higher EV content per vehicle and attractive exposure to industrial end markets.
Read the full thesis - Bell Global Equities FundMarch 2026
TE Connectivity is a leading connector supplier with market share gains, double-digit growth potential, strong cash generation, and shareholder-friendly capital allocation.
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