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What smart money is saying about TE ConnectivityIreland flag

TEL · Technology · Hardware, Equipment & Parts · Market cap $59.27B

3 funds in our archive have pitched TE Connectivity — most recently Bell Global High Conviction Fund in March 2026.

Company profile

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, 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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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
7
Letters

Position history

Between Q1 2026 and Q2 2026, 3 fund letters reported a position in TE Connectivity1 opened or added to the position.

Fund letters reporting a position in TE Connectivity, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263100
Q1 20260003

Fund activity · 3 positions · 1 move

  • HoldsThe London Company Large Cap Strategy
    June 2026
    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.
    Read the letterTE Connectivity
  • HoldsClearBridge Investments Growth Strategy
    June 2026
    In a narrow rally, holdings in connector and sensor manufacturer TE Connectivity and e-commerce platform Shopify also detracted.
    Read the letterTE Connectivity
  • AddedMatrix Asset Advisors Capital Markets Commentary
    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.
    Read the letterTE Connectivity

Also mentioned · 1

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

  • MentionedLVS Advisory
    June 2026
    the $3 billion acquisition of BNS from TE Connectivity in 2015
    Read the letterTE Connectivity

Fund coverage · 3 theses

  • Bell Global High Conviction Fund
    March 2026

    TE Connectivity is an electrical connectors leader with market share gains, double-digit growth tailwinds, and strong cash generation.

    Read the full thesis
  • Bell Global Emerging Companies Fund
    March 2026

    TE Connectivity is a global connector leader with AI and electrification tailwinds, strong free cash flow, and margin expansion potential.

    Read the full thesis
  • Bell Global Equities Fund
    March 2026

    TE Connectivity is a leading connector supplier with market share gains, double-digit growth potential, strong cash generation, and shareholder-friendly capital allocation.

    Read the full thesis

Read every full thesis on TE Connectivity

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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