Security

APH

Amphenol Corp. New · CL A

CUSIP 032095101 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 19
rank #89
master % 0.06%
max % 8.3%
tracked value $19.9B
qoq N 2 A 9 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
John Armitage - Egerton Capital (UK) LLP 2026 Q2 8.3% Add +4.26 pp 4,866,688 $858M hist
Torray Investment Partners LLC 2026 Q1 1.2% Reduce -0.07 pp 63,135 $8M hist
Senator Investment Group LP 2026 Q1 1.2% — 200,000 $25M hist
Robert Karr - Joho Capital LLC 2026 Q1 1.2% Reduce -1.11 pp 34,080 $4M hist
Jensen Investment Management Inc. 2026 Q1 0.6% Reduce +0.07 pp 225,363 $28M hist
Natixis Advisors, LLC 2026 Q1 0.5% Add -0.04 pp 3,049,174 $385M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.5% Add +0.09 pp 863,048 $109M hist
Vanguard Group Inc. 2025 Q4 0.3% Add +0.02 pp 126,553,498 $17.1B hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 0.2% Reduce -2.57 pp 223,084 $28M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.01 pp 474,932 $60M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.05 pp 2,320,894 $293M hist
Kentucky Trust Co. 2026 Q2 0.1% Add +0.05 pp 1,293 $228M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 574,100 $73M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.1% New 0.1% 9,200 $1M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 0.0% — 3,056 $539M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,036,810 $131M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 311,092 $39M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.02 pp 112,056 $15M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,065 $261 hist

19 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $12.55B $15.22B $23.09B
Gross profit $4.08B $5.14B $8.52B
Gross margin * 32.5% 33.8% 36.9%
Net income $1.93B $2.42B $4.27B
Net margin * 15.4% 15.9% 18.5%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $6.84B $9.69B $20.27B
Total non-current assets * $9.69B $11.75B $15.97B
Total assets $16.53B $21.44B $36.24B
Total current liabilities $3.15B $4.08B $6.8B
Total non-current liabilities * $4.95B $7.5B $15.92B
Total equity $8.35B $9.79B $13.41B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $2.53B $2.81B $5.37B
Cash from investing -$1.39B -$2.65B -$5.08B
Cash from financing -$1.01B $1.73B $7.42B
Net change in cash $101.9M $1.84B $7.81B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000820313

ownership over time

filing count by report period · click a bar for that quarter’s holders