Investigate / reported ownership
APH
Amphenol Corp-cl A
7 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning APH?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Amphenol designs and manufactures connectors, interconnect systems, antennas, sensors and specialty cable for customers. Its operations are organized into Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.
Question to investigate: Can Amphenol's broad, design-led product range keep serving customers across diverse end markets while global trade and geopolitical conditions remain uncertain?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- John Armitage · 2026Q2 · filed 2026-07-21 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | EXIT | 0.2% | -100% | $0 | Aug 14, 2026 |
| John Armitage | ADD | 8.3% | +69% | $858M | Jul 21, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 032095101. No current price, valuation or manager motive is inferred.