Guru Ownership Trend
Guru Analysis for Amphenol Corporation (APH)
Amphenol Corporation (APH), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.03 B.
Top institutional holders include Cliff Asness and John Armitage.
Institutional sentiment is currently Bearish. This is evidenced by a $145.79 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 126.4%. Conversely, Steve Mandel reduced exposure by 92.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Amphenol Corporation (APH)
Major holders include Cliff Asness ($697.11 M), John Armitage ($362.8 M), Ray Dalio ($109.05 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 13.17 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $145.79 M, with 10 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited APH. The total reported sell value was $615.18 M.
Yes, 4 managers opened new positions in APH, and 6 increased their existing holdings. The total reported buy value was $469.39 M.
