APH · CUSIP 032095101
AMPHENOL CORP
Reported by 7 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 7
- Average portfolio weight
- 1.9%
- Combined reported value
- $984.0M
- Research group
- 79
7 of the 79 superinvestors Shameless Cloning tracks reported AMPHENOL CORP (APH) in their Q2 2026 13F filings, worth $984.0M combined, at an average 1.9% of their portfolios. The largest positions by portfolio weight belong to John Armitage (8.3%), Jensen Investment Management (2.6%), Torray Funds (1.4%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| John ArmitageEgerton Capital (UK) LLP | 8.3% | $858.1M |
| Jensen Investment ManagementJENSEN INVESTMENT MANAGEMENT INC | 2.6% | $108.4M |
| Torray FundsTorray Investment Partners LLC | 1.4% | $10.4M |
| Arnold Van Den BergVAN DEN BERG MANAGEMENT I, INC | 0.8% | $3.8M |
| Wallace WeitzWEITZ INVESTMENT MANAGEMENT, INC. | 0.1% | $1.6M |
| David KatzMATRIX ASSET ADVISORS INC/NY | 0.0% | $539K |
| Lee AinslieMAVERICK CAPITAL LTD | 0.0% | $1.1M |