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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We continued building our position in Amphenol Corporation during the third quarter after initiating it earlier in 2026. As a reminder,...
— Alex Umansky
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Other investors who've written on Amphenol Corporation
Amphenol Corporation ($APH) manufactures specialized electrical connectors, fiber-optic systems, and coaxial cables utilized across industrial, aerospace, and data infrastructure applications. The fund initiated...
Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.
Amphenol is a global leader in high-performance connectors with high switching costs and pricing power. Its decentralized operating...
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