Amphenol Corporation (APH): Aoris International Fund’s Strongest Performer in Q3

2 hours ago 1

Soumya Eswaran

Fri, December 19, 2025 astatine 8:19 AM CST 3 min read

Aoris Investment Management, a specializer planetary equity manager, released its “Aoris International Fund” Q3 2025 capitalist letter. A transcript of the missive tin be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, roseate by 6.5% successful AUD for the September quarter. In section currencies, gains were 8.0%, but currency fluctuations reduced the AUD instrumentality by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% aft fees compared to a 6.5% instrumentality for the benchmark. The fund’s Class C (Hedged) declined by 1.0% compared to an 8.0% instrumentality for the benchmark. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Aoris International Fund highlighted stocks specified arsenic Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fibre optic connectors. The one-month instrumentality of Amphenol Corporation (NYSE:APH) was -1.51%, and its shares gained 83.64% of their worth implicit the past 52 weeks. On December 18, 2025, Amphenol Corporation (NYSE:APH) banal closed astatine $129.24 per share, with a marketplace capitalization of $158.65 billion.

Aoris International Fund stated the pursuing regarding Amphenol Corporation (NYSE:APH) successful its 3rd 4th 2025 capitalist letter:

"Amphenol Corporation (NYSE:APH) was the strongest gainer successful the portfolio for the September quarter, arsenic was the lawsuit successful the June quarter. Its stock terms appreciated by 23% successful the 3 months to September, adding 1.6% to returns. Amphenol is simply a starring supplier of physics connectors and sensors, which the institution supplies crossed a wide scope of extremity markets. Data centres relationship for astir one-third of Amphenol’s gross currently. Demand from this marketplace has been highly beardown and this looks acceptable to proceed for immoderate clip to come."

What’s Fueling Wall Street’s 90-Day Optimism connected Amphenol (APH)?

Amphenol Corporation (NYSE:APH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 89 hedge money portfolios held Amphenol Corporation (NYSE:APH) astatine the extremity of the 3rd quarter, which was 81 successful the erstwhile quarter. Amphenol Corporation’s (NYSE:APH) 3rd quarter sales were up 53% successful US dollars and 52% successful section currencies to $6.194 billion. While we admit the imaginable of Amphenol Corporation (NYSE:APH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.