Aoris Investment Management released its Q2 2025 investor letter, showing a 6.0% rise in international equity markets. The fund’s Class A returned 8.2% and Class C returned 10.1%, outperforming their benchmarks. Check the top 5 holdings for 2025 picks. Amphenol Corporation (NYSE:APH) was highlighted in the letter, with a one-month return of 3.40%, closing at $110.13 per share on August 27, 2025.
Aoris International Fund praised Amphenol Corporation (NYSE:APH) as a leader in electronic connectors and sensors, with a 33% revenue growth in the March quarter. The company excels in aerospace, automotive, and data center markets, reporting doubled sales in the data center sector. Amphenol’s stock gained 64.89% over the last 52 weeks.
Amphenol Corporation (NYSE:APH) saw a 57% increase in sales to $5.650 billion in Q2 2025, leading to hedge fund interest. 81 hedge fund portfolios held the stock, up from 69 in the previous quarter. While a solid investment, AI stocks may offer greater potential. Explore undervalued AI stock options for better returns.
Read more at Yahoo Finance: Aoris International Fund’s Top Q2 Contributor: Amphenol Corporation (APH)
