Effective Execution Lifted Amphenol Corp (AMP) in Q3

1 day ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:12 AM CST 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy 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 -2.34%, and its shares gained 71.52% of their worth implicit the past 52 weeks. On December 12, 2025, Amphenol Corporation (NYSE:APH) banal closed astatine $129.24 per share, with a marketplace capitalization of $158.197 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding Amphenol Corporation (NYSE:APH) successful its 3rd 4th 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. Amphenol Corporation (NYSE:APH) designs and produces electrical, electronic, and fibre optic connectors. The institution reported a beardown bushed to 2nd 4th estimates, resulting successful a 25% gain. Despite macroeconomic and tariff noise, Amphenol continues to execute well."

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.

In another article, we covered Amphenol Corporation (NYSE:APH) and shared the database of champion ample headdress stocks to put successful for the agelong term. Amphenol Corporation (NYSE:APH) contributed to Baron Asset Fund’s show in Q3 2025, arsenic its shares rallied connected rising information halfway spending expectations driven by accelerating AI adoption. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.