APH fund manager activity
Amphenol Corporation · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 1,659,690 | $209,701,831 | 0.63% | May 15, 2026 |
| John Armitage - Egerton Capital | Trimmed | 2,871,353 | $362,795,452 | 4.03% | May 13, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 5,576 | $704,534 | 0.00% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 12,491 | $1,578,238 | 0.00% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 474,932 | $60,007,658 | 0.18% | May 15, 2026 |
| Jensen Investment Management | Trimmed | 225,363 | $28,474,615 | 0.56% | May 5, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 223,084 | $28,186,663 | 0.22% | May 15, 2026 |
| David Katz - Matrix Asset Advisors | No change | 3,056 | $386,126 | 0.04% | Apr 22, 2026 |
| Torray Funds | Trimmed | 63,135 | $7,977,133 | 1.17% | May 1, 2026 |
| Wallace Weitz - Weitz Investment Management | New | 9,200 | $1,162,420 | 0.08% | May 14, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 1,710,742 | $231,189,674 | 0.63% | Feb 17, 2026 |
| John Armitage - Egerton Capital | Trimmed | 3,707,911 | $501,087,093 | 5.45% | Feb 11, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 5,740 | $775,807 | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 10,297 | $1,391,537 | 0.00% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 353,888 | $47,824,424 | 0.17% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 230,488 | $31,148,148 | 0.49% | Feb 11, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 2,809,773 | $379,712,723 | 2.79% | Feb 17, 2026 |
| David Katz - Matrix Asset Advisors | No change | 3,056 | $412,988 | 0.04% | Jan 16, 2026 |
| Torray Funds | Trimmed | 64,103 | $8,662,906 | 1.24% | Jan 28, 2026 |