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APH —
Amphenol
CUSIP: 032095101 · Held by 7 superinvestors · Combined value: $1,231,788,053
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | John Armitage | 5.5% | $501,087,093 | 3,707,911 | REDUCE | -115,511 |
| 2 | Steve Mandel | 2.8% | $379,712,723 | 2,809,773 | REDUCE | -213,458 |
| 3 | Ken Griffin | 0.0% | $206,259,452 | 1,526,265 | REDUCE | -1,818,841 |
| 4 | Ray Dalio | 0.4% | $107,890,911 | 798,364 | ADD | +63,101 |
| 5 | Jensen Investment Mgmt | 0.6% | $28,474,615 | 225,363 | REDUCE | -5,125 |
| 6 | Torray LLC | 1.2% | $7,977,133 | 63,135 | REDUCE | -968 |
| 7 | David Katz | 0.0% | $386,126 | 3,056 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jensen Investment Mgmt | REDUCE | -5,125 | -2.2% |
| Torray LLC | REDUCE | -968 | -1.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | ADD | +63,101 | +8.6% |
| Jensen Investment Mgmt | REDUCE | -638,976 | -73.5% |
| John Armitage | REDUCE | -115,511 | -3.0% |
| Ken Griffin | REDUCE | -1,818,841 | -54.4% |
| Steve Mandel | REDUCE | -213,458 | -7.1% |
| Torray LLC | REDUCE | -17,598 | -21.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +735,263 | New |
| Steve Mandel | NEW BUY | +3,023,231 | New |
| John Armitage | ADD | +654,949 | +20.7% |
| Ken Griffin | REDUCE | -212,981 | -6.0% |
Who Owns APH? Superinvestor Holdings
Amphenol is held by 7 tracked superinvestors, with a combined position value of $1.2 billion . The largest positions are held by John Armitage (5.5% of portfolio), Steve Mandel (2.8% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 5 reduced or exited.