The London Firm, an funding administration firm, launched “The London Firm Mid Cap Technique” second quarter 2025 investor letter. A replica of the letter may be downloaded right here. US equities noticed a double-digit surge within the second quarter following a pointy decline within the first quarter. The mid-cap composite rose 5.7% (5.5% internet) within the second quarter, falling wanting the Russell Midcap Index’s 8.5% enhance. Please evaluation the fund’s high 5 holdings to realize perception into their key choices for 2025.
In its second quarter 2025 investor letter, The London Firm Mid Cap Technique highlighted shares equivalent to Amphenol Company (NYSE:APH). Amphenol Company (NYSE:APH) designs and manufactures electrical, digital, and fiber optic connectors. The one-month return of Amphenol Company (NYSE:APH) was 8.56%, and its shares gained 70.69% of their worth over the past 52 weeks. On July 28, 2025, Amphenol Company (NYSE:APH) inventory closed at $106.70 per share, with a market capitalization of $130.272 billion.
The London Firm Mid Cap Technique said the next concerning Amphenol Company (NYSE:APH) in its second quarter 2025 investor letter:
“Amphenol Company (NYSE:APH) – APH was a high title as it’s a beneficiary of AI spending, pushed by surging demand for its digital connectors, interconnect methods, antennas, and sensors utilized in AI datacenters. As such, the inventory has been very robust as of late. We stay optimistic on Amphenol’s diversified enterprise mannequin, market management, and strong steadiness sheet, which positions it for sustained development.”
A crew of technicians assembling a fancy electrical connector in a manufacturing unit surroundings.
Amphenol Company (NYSE:APH) shouldn’t be on our record of 30 Most In style Shares Amongst Hedge Funds. As per our database, 69 hedge fund portfolios held Amphenol Company (NYSE:APH) on the finish of the primary quarter, which was 86 within the earlier quarter. Amphenol Company’s (NYSE:APH) second quarter gross sales have been up 57% in U.S. {dollars} and 56% in native currencies to $5.650 billion. Whereas we acknowledge the potential of Amphenol Company (NYSE:APH) as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back threat. In case you’re on the lookout for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
In one other article, we lined Amphenol Company (NYSE:APH) and shared the newest analyst views on Coatue’s favourite AI shares. As well as, please try our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main buyers.
