APH
Amphenol Corp-cl A
7 super-investors hold APH worth a combined $560M. The largest position: John Armitage at 4.0% of their portfolio. This quarter the cohort logged 1 buy and 2 sells on the name. Cohort Conviction Score: 32 — ranked #302 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own APH
John Armitage dominates the cohort's exposure, holding $363M worth of APH at 4.0% of his portfolio — accounting for roughly two-thirds of the combined $560M across seven owners. That concentration is notable, though Armitage trimmed his position this quarter alongside Stephen Mandel, tempering what had been a period of gradually building cohort interest. The one offsetting move was Wallace Weitz initiating a small new position. Owner count has climbed from near-zero two years ago to seven today, suggesting the broader trend remains one of accumulating interest even if the largest holders are scaling back at the margin. Joel Greenblatt holds $131M but at just 0.1% of his portfolio, reflecting a more incidental exposure.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
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 |
- 1John Armitageport4.0%val$363M2,871,353 sh·5q held
- 2Joel Greenblattport0.1%val$131M1,036,810 sh·38q held
- 3Jensen Investment Managementport0.6%val$28M225,363 sh·40q held
- 4Stephen Mandelport0.2%val$28M223,084 sh·3q held
- 5Torray Fundsport1.2%val$8M63,135 sh·40q held
- 6Wallace Weitzport0.1%val$1M9,200 sh·—1q held
- 7David Katzport<0.1%val$386K3,056 sh·7q held
Owners of APH also hold
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.