Which superinvestors hold Amphenol Corp-Cl A (APH)?

Per each investor's latest SEC 13F filing (most for the quarter ended 2026-06-30), 8 superinvestors hold Amphenol Corp-Cl A (APH): John Armitage, Ray Dalio, Robert Karr, Arnold Van Den Berg, Jeremy Grantham, Wallace Weitz, Lee Ainslie, David Katz. Combined value held is about $996.6M, with John Armitage the largest holder.

← Stocks

Amphenol Corp-Cl A

APH

Held by 8 superinvestors.

Price$79.35

Holders8

Total value$996.6M

SEC 10-K · fundamentals

Business quality

As of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +51.7%
Net margin: 18.5%
ROE: 31.8%
FCF margin: 19.0%

Revenue $8.60B → $23.09B · 6y

What makes a business high quality

Valuation · value band

Valuation

Recent stock split — per-share valuation is paused until the next filing restates the share count.

SEC 13F · holders

Superinvestors Holding This Security

8 holders · $996.6M combined · this quarter +2 opened / -1 exited

This quarter2 opened2 added1 trimmed1 exited

Holders 2 → 8 · last 8 quarters

Investor	Value	Shares	Weight (prev→now)
John Armitage	$858.1M	4,866,688	4.0% → 8.3% ▲
Ray Dalio	$123.0M	697,612	0.5% → 0.5% ▲
Robert Karr	$6.0M	34,080	1.2% → 1.3% ▲
Arnold Van Den Berg	$3.8M	21,645	New · 0.8%
Jeremy Grantham	$2.3M	13,251	0.0% → 0.0% ▲
Wallace Weitz	$1.6M	9,200	0.1% → 0.1% ▲
Lee Ainslie	$1.1M	6,423	New · 0.0%
David KatzQ3 2026	$555,517	6,590	0.0% → 0.0% ▲

John Armitage
Value$858.1MWeight (prev→now)4.0% → 8.3% ▲
Ray Dalio
Value$123.0MWeight (prev→now)0.5% → 0.5% ▲
Robert Karr
Value$6.0MWeight (prev→now)1.2% → 1.3% ▲
Arnold Van Den Berg
Value$3.8MWeight (prev→now)New · 0.8%
Jeremy Grantham
Value$2.3MWeight (prev→now)0.0% → 0.0% ▲
Wallace Weitz
Value$1.6MWeight (prev→now)0.1% → 0.1% ▲
Lee Ainslie
Value$1.1MWeight (prev→now)New · 0.0%
David KatzQ3 2026
Value$555,517Weight (prev→now)0.0% → 0.0% ▲

Exited this quarter (1)

Stephen Mandel

SEC 13F · notes

Written summary

Amphenol Corp-Cl A (APH) is held by 8 of the superinvestors tracked on Compounder, with a combined $996.6M in reported 13F value. The largest position belongs to John Armitage, where it makes up 8.3% of the portfolio.

Other notable holders by value include Ray Dalio (0.5% of its book), Robert Karr (1.3% of its book) and Arnold Van Den Berg (0.8% of its book).

In the quarter ended 2026-06-30, 2 of the tracked filers opened a new position in APH, 2 added to existing ones, 1 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. 1 investor has already filed for the quarter ended 2026-09-30. Their positions in the table reflect those newer filings, and the move counts on this page cover only 2026-06-30 filings. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

Also held by these investors

Investors holding Amphenol Corp-Cl A (APH) also commonly hold →

See which stocks look cheap against a conservative value band. Browse all valued stocks

Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Stay Updated

New-quarter 13F moves and valuation updates, to your inbox.