Follow-The-Filings

Security · featured owners

APH Amphenol Corp. New

Information Technology CL A Equity as of 2026 Q2 among managers we track

  • 11 Owners
  • #92
  • Max 8.3%
  • Master 0.08%
  • $1.4B
  • 3 new 3 add 2 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 8.3% (John Armitage - Egerton Capital (UK)) · not free-float ownership

  1. John Armitage add 8.3%
  2. Jensen Investment Management add 2.6%
  3. Torray Investment Partners reduce 1.4%
  4. Robert Karr 1.3%
  5. Arnold Van Den Berg new 0.81%
  6. Gavin Baker new 0.79%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
John Armitage - Egerton Capital (UK) 2026 Q2 8.3% Add +69.5% 4,866,688 $858M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.42% Reduce −3.7% 1,598,059 $282M history
Gavin Baker - Atreides Management 2026 Q2 0.79% New 0.79% 640,069 $113M history
Jensen Investment Management 2026 Q2 2.6% Add +172.7% 614,660 $108M history
Torray Investment Partners 2026 Q2 1.4% Reduce −6.2% 59,235 $10M history
Robert Karr - Joho Capital 2026 Q2 1.3% Hold 34,080 $6M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.81% New 0.81% 21,645 $4M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.11% Hold 9,200 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 6,423 $1M history
David Katz - Matrix Asset Advisors 2026 Q2 0.04% Hold 3,056 $539K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.11% Add +35.7% 1,293 $228K history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 0.22% Exit −0.22% 223,084 $28M history
Senator Investment Group exited 2026 Q2 last 2026 Q1 1.2% Exit −1.16% 200,000 $25M history

11 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 17 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
424B3 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K/A 7.01,9.01 Filing Doc
424B5 Filing Doc
424B3 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 31, 2026 Filing Doc
4 Period May 22, 2026 · 15 forms Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 19, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc

Updated 8 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric 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

Metric 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

Metric 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 $0.102B $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

ownership over time

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