IT Datacom Segment Supported Amphenol Corporation’s (APH) Better-Than-Expected Earnings
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Asset Fund”. A copy of the letter can be downloaded here.
Amphenol Corp (APH)
Market is closed
Sector: Electronic Connectors
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 11,858,355 | $1,602,538,095 | +63% | 0.94% |
| 2. | Egerton Capital Limited John Armitage | 3,707,911 | $501,087,093 | -4% | 5.45% |
| 3. | Alyeska Investment Group Anand Parekh | 1,852,061 | $250,287,524 | 0.71% | |
| 4. | Maren Capital Bradley Schatz | 1,498,116 | $202,455,405 | -4% | 10.89% |
| 5. | Impax Asset Management Ian Simm | 982,800 | $132,815,692 | -12% | 0.83% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $128.51 | 10,000 | $1,285,080.00 | 135,720 | 2026-02-05 | Filing | |
| $84.81 | 11,839 | $1,004,065.59 | 59,120 | 2023-11-08 | Filing | |
| $65.92 | 20,000 | $1,318,474.00 | 38,666 | 2021-05-04 | Filing | |
| $42.00 | 1,000 | $42,000.00 | 5,200 | 2011-08-26 | Filing | |
| $43.31 | 115,300 | $4,993,908.19 | 153,900 | 2011-08-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $147.17 | 93,052 | $13,694,397.70 | 864,177 | 2026-02-12 | Filing | |
| $147.27 | 515,281 | $75,883,165.63 | 1,927,507 | 2026-02-12 | Filing | |
| $141.84 | 132,000 | $18,722,840.40 | 0 | 2025-12-02 | Filing | |
| $142.00 | 80,000 | $11,360,232.00 | 0 | 2025-12-02 | Filing | |
| $143.50 | 40,076 | $5,750,966.11 | 39,884 | 2025-11-11 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 126,553,498 | $17,102,439,720 | 0.25% | |
| 2. | 106,137,606 | $14,343,436,010 | 0.24% | |
| 3. | 56,913,598 | $7,705,440,359 | 0.26% | |
| 4. | 34,325,148 | $4,638,700,929 | 0.29% | |
| 5. | 30,318,652 | $4,087,372,295 | 0.25% |
News See All
Amphenol Corporation (APH): A Bull Case Theory
We came across a bullish thesis on Amphenol Corporation on The Macro and Equity Notes’s Substack by The Macro & Equity Pulse. In this article, we will summarize the bulls’ thesis on APH.
Barclays Sees Recent Pullback Creating an Entry Point in Amphenol (APH)
On January 29, Barclays analyst Guy Hardwick lifted his price recommendation on Amphenol Corporation (NYSE:APH) to $175 from $156.
12 Best HVAC Stocks to Buy Now
As cloud computing, AI, and high-performance workloads keep growing, some parts of the data center that used to be taken for granted are now getting serious attention. Cooling is one of them.
Amphenol Corporation (APH) Gains Attention After Dual Price Target Raises
TheFly reported on January 29 that Seaport Research increased its price target on APH to $210 from $200 and gave it a Buy rating.
10 High Growth Technology Stocks That Are Profitable
Fairlead's Katie Stockton spoke on the S&P 500's recent three-month slump in momentum on CNBC's Closing Bell Overtime on January 24.
Amphenol Corporation (NYSE:APH) Q4 2025 Earnings Call Transcript
Craig Lampo: Great. Thank you so much. Afternoon, everyone. This is Craig Lampo, Amphenol's CFO, and I'm here together with Adam Norwitt, our CEO.
10 High-Flying Tech Stocks to Buy
On January 22, Dan Ives, Global Head of Technology Research at Wedbush Securities, appeared on a CNBC Television interview to discuss how the AI trade is accelerating.
Amphenol Corporation (APH) Positioned to Capture Market Share in AI Server Rack Connectivity
TheFly reported on January 12 that Citi analyst Asiya Merchant maintained a Buy rating on APH and raised the price target to $175 from $160.
10 Best Investments During A Recession
As of early 2026, the U.S. economy is in a fragile “stagflation-lite” phase, balancing resilient growth against an elevated risk of recession. According to major financial organizations like J.P.
Hedge Fund Resource Center Billionaire Hedge Funds
