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 Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.02 B.
Top institutional holders include John Armitage and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $416.54 M net inflow during the quarter.
Recent activity highlights Steve Mandel who opened a new position. Conversely, Steven Cohen reduced exposure by 84.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.99% | Add 20.7% | 3,823,422 | $473.15 M | Q3 2025 | |
| 0.30% | Add 23.2% | 3,810,841 | $468.54 M | Q3 2025 | |
| 2.72% | New Buy | 3,023,231 | $374.12 M | Q3 2025 | |
| 0.27% | Reduce -15.4% | 795,234 | $98.41 M | Q3 2025 | |
| 0.36% | New Buy | 735,263 | $90.99 M | Q3 2025 | |
| 1.00% | Reduce -36.3% | 631,373 | $78.13 M | Q3 2025 | |
| 0.17% | Add 63.0% | 319,310 | $39.51 M | Q3 2025 | |
| 0.04% | Reduce -84.5% | 200,000 | $24.75 M | Q3 2025 | |
| 0.02% | Reduce -75.9% | 105,289 | $13.03 M | Q3 2025 | |
| 0.02% | New Buy | 34,706 | $4.29 M | Q3 2025 | |
| 0.00% | New Buy | 10,261 | $1.27 M | Q3 2025 | |
| 0.00% | Add 0.6% | 4,203 | $520,170 | Q3 2025 | |
| 0.02% | New Buy | 1,800 | $222,750 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Amphenol Corporation (APH)
Major holders include John Armitage ($473.15 M), Cliff Asness ($468.54 M), Steve Mandel ($374.12 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 13.49 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $416.54 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited APH. The total reported sell value was $238.83 M.
Yes, 5 managers opened new positions in APH, and 4 increased their existing holdings. The total reported buy value was $655.37 M.