3 tracked superinvestors hold AMPHENOL CORP (APH), worth $3.4B combined, led by Will Danoff. Smart money is trimming APH as of the latest 13F filings.
Current price
$162.24
+62.9%
1Y
Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh…
Market cap
$174.9B
P/E
40.77
Div yield
0.6%
Revenue YoY
51.7%
Analyst target
$186
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$3.4B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing APH: 2 funds trimmed versus 1 adding.
AMPHENOL CORP (APH) is held by 3 tracked funds worth $3.4B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Will Danoff at 2.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.4% | $3.3B | |
| Added | 0.5% | $109M | |
| Trimmed | 0.2% | $28M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own APH?
3 tracked funds hold AMPHENOL CORP (APH), the largest being Will Danoff (Fidelity Contrafund) at 2.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling APH?
In the most recent 13F quarter, 1 tracked fund 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 $3.4B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.