2 tracked superinvestors hold AMPHENOL CORPORATION NEW (APH), worth $3.6B combined, led by Will Danoff. Smart money is trimming APH as of the latest 13F filings.
Current price
$82.78
-26.1%
1Y
Amphenol Corporation, alongside its numerous subsidiaries, operates globally as a prominent designer, manufacturer, and distributor of electrical, electronic, and fiber optic connectors. Its market reach extends across the United States, China, and various international territories. The company is organized into three primary operational divisions: Harsh Environment Solutions, Communications…
Market cap
$174.9B
P/E
40.77
Div yield
0.6%
Revenue YoY
51.7%
Analyst target
$192
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$3.6B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-2
0 buying · 2 selling
Smart money is net reducing APH: 2 funds trimmed versus 0 adding.
AMPHENOL CORPORATION NEW (APH) appears mainly in diversified and quant books here (2 funds, $3.6B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Will Danoff at 2.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.2% | $3.5B | |
| Trimmed | 0.5% | $123M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
7 insiders filed SEC Form 144 for $195M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| David Silverman | Officer | 120,000 | $21M | 2026-08-05 |
| Craig Lampo | Officer | 193,200 | $32M | 2026-08-04 |
| Lampo Family Trust | Officer | 85,867 | $14M | 2026-08-04 |
| Lance D Amico | Officer | 50,000 | $8M | 2026-08-03 |
| Lance E Damico 2024 Irrv Trust | Officer | 50,000 | $8M | 2026-08-03 |
| Richard Adam Norwitt | Officer | 500,000 | $81M | 2026-07-31 |
| Norwitt Family Trust | Officer | 186,104 | $30M | 2026-07-31 |
Which superinvestors own APH?
2 tracked funds hold AMPHENOL CORPORATION NEW (APH), the largest being Will Danoff (Fidelity Contrafund) at 2.2% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling APH?
In the most recent 13F quarter, 0 tracked funds added or opened APH and 2 trimmed it.
How much APH do tracked funds hold?
Combined disclosed long exposure to APH across tracked superinvestors is $3.6B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.