Mar Vista Investment Partners, LLC released its third-quarter 2025 investor letter, reporting a +3.29% return net of fees. The S&P 500® Index and the Nasdaq Composite surged, driven by optimism over the Federal Reserve’s dovish pivot and AI growth. In the quarter, Mar Vista U.S. Quality Strategy outperformed the Russell 1000 Index and the S&P 500 Index. Amphenol Corporation (NYSE:APH) was highlighted in the letter, with a one-month return of 5.63% and shares gaining 93.70% over the last 52 weeks. The stock closed at $125.79 on October 8, 2025, with a market cap of $153.58 billion.

In its investor letter, Mar Vista U.S. Quality Strategy praised Amphenol Corporation (NYSE:APH) for strong Q2 results and an upbeat Q3 outlook. The company benefits from AI-related design wins and a diversified portfolio across various end markets. Amphenol is positioned to gain share in the global connector market, with strong margins and returns on invested capital. While Amphenol is not among the 30 most popular stocks among hedge funds, 81 hedge fund portfolios held the stock at the end of Q2, up from 69 in the previous quarter. Sales were up 57% in U.S. dollars and 56% in local currencies to $5.650 billion.

Read more at Yahoo Finance: Strong Results and Upbeat Outlook Boosted Amphenol (APH) in Q3