APH

Amphenol Corp-cl A

7 super-investor ownerscombined $1.12Blargest position 8.3%

1 ADD1 EXIT

7 of the 83 super-investors we track hold APH, worth a combined $1.12B per their latest 13F filings. The largest position: John Armitage at 8.3% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 37 of 100 (how strongly the cohort backs it) — ranked #150 of 742 stocks. The stock is up 14.9x since a tracked investor first held it at conviction size (Q1 2014 or earlier).

Held through it: Torray Funds (49q straight), Jensen Investment Management (49q straight), John Armitage (5q straight) and 5 more. All multibaggers the cohort held →

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Why super-investors own APH

APH is held by 7 super-investors in our cohort, with a combined position value of $1.1B. The highest-conviction owner is John Armitage at 8.3% of their portfolio. Cohort ownership has grown from 6 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 7

Peak: 7

Owners (7) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	John Armitage	8.3%	6q	$858M	4,866,688
2	Joel Greenblatt	0.1%	38q	$138M	783,629
3	Jensen Investment Management	2.6%	40q	$108M	614,660
4	Torray Funds	1.4%	40q	$10M	59,235
5	Wallace Weitz	0.1%	2q	$2M	9,200
6	Lee Ainslie	<0.1%	2q	$1M	6,423
7	David Katz	<0.1%	8q	$539K	3,056