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 Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.72 B.
Top institutional holders include John Armitage and Cliff Asness.
Notably, John Armitage has expressed high conviction in this stock, allocating 8.29% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.76 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 73.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Amphenol Corporation (APH)
Major holders include John Armitage ($858.09 M), Cliff Asness ($774.5 M), Frank Sands ($134.7 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 20.46 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.76 M, with 7 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited APH. The total reported sell value was $513.92 M.
Yes, 3 managers opened new positions in APH, and 4 increased their existing holdings. The total reported buy value was $477.16 M.
