← Super investors
APH
Amphenol Corp-cl A
7 super-investor ownerscombined $560Mlargest position 4.0%
1 NEW2 TRIM
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 3
Peak: 3
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 4.0% | 5q | $363M | 2,871,353 |
| 2 | Joel Greenblatt | 0.1% | 38q | $131M | 1,036,810 |
| 3 | Jensen Investment Management | 0.6% | 40q | $28M | 225,363 |
| 4 | Stephen Mandel | 0.2% | 3q | $28M | 223,084 |
| 5 | Torray Funds | 1.2% | 40q | $8M | 63,135 |
| 6 | Wallace Weitz | 0.1% | — 1q | $1M | 9,200 |
| 7 | David Katz | <0.1% | 7q | $386K | 3,056 |
Sort↑
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | TRIM | 0.2% | -92% | $28M | May 15, 2026 |
| Wallace Weitz | NEW | 0.1% | +100% | $1M | May 14, 2026 |
| John Armitage | TRIM | 4.0% | -23% | $363M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 032095101. Not investment advice.