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APH - AMPHENOL CORP NEW

This page shows which of the focused investors we track hold APH and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2025 it was held by 5 managers with an aggregate reported value of $921.02M, which is 0.08% of the combined portfolio.

As of Q4 2025, 5 tracked institutional managers held APH (AMPHENOL CORP NEW) with an aggregate reported value of $921.02M0.08% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
APH

13F data is delayed and excludes shorts/non-13F assets.

Holders

1John Armitage - Egerton Capital5.45%Reduce -3.0%3,707,911$501.09M
2Stephen Mandel - Lone Pine Capital2.79%Reduce -7.1%2,809,773$379.71M
3Jensen Investment Management - Jensen Investment Management0.49%Reduce -73.5%230,488$31.15M
4Torray Funds - Torray Funds1.24%Reduce -21.5%64,103$8.66M
5David Katz - Matrix Asset Advisors0.04%-3,056$412.99K
Loading holder history for APH