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

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 9.1% return for the benchmark. The fund’s Class C (Hedged) declined by 1.0% compared to a 9.0% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Aoris International Fund highlighted stocks such as Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic connectors. The one-month return of Amphenol Corporation (NYSE:APH) was -1.51%, and its shares gained 83.64% of their value over the last 52 weeks. On December 18, 2025, Amphenol Corporation (NYSE:APH) stock closed at $129.24 per share, with a market capitalization of $158.65 billion.

Aoris International Fund stated the following regarding Amphenol Corporation (NYSE:APH) in its third quarter 2025 investor letter:

"Amphenol Corporation (NYSE:APH) was the strongest gainer in the portfolio for the September quarter, as was the case in the June quarter. Its share price appreciated by 23% in the three months to September, adding 1.6% to returns. Amphenol is a leading provider of electronic connectors and sensors, which the company supplies across a broad range of end markets. Data centres account for about one-third of Amphenol’s revenue currently. Demand from this market has been extremely strong and this looks set to continue for some time to come."

Amphenol Corporation (NYSE:APH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 89 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the third quarter, which was 81 in the previous quarter. Amphenol Corporation’s (NYSE:APH) third quarter sales were up 53% in US dollars and 52% in local currencies to $6.194 billion. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Amphenol Corporation (NYSE:APH) and shared TimesSquare Capital U.S. Focus Growth Strategy's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.