Brevan Howard Capital Management 13F: Adds $3.5M to APH Stake

Brevan Howard Capital Management boosted its position in Amphenol Corporation (NYSE: APH) on May 15, 2026, by adding 19,635 shares. Their total holdings now stand at 32,415 shares, valued at approximately $5.7 million based on a share price of $176.32. This represents a significant increase of 153.6% from their previous stake of 12,780 shares.

What Changed in Brevan Howard's Amphenol Position

Brevan Howard added 19,635 shares to its holdings, increasing its stake by 153.6%. The current investment reflects a growing confidence in Amphenol's long-term prospects as it now holds a total of 32,415 shares.

Other Institutional Activity in Amphenol

In the same quarter, several other institutional investors made moves with Amphenol stock. BlackRock Inc. trimmed its holdings by 1,427,521 shares, now holding 202,504,076 shares valued at about $16.1 billion. Vanguard Capital Management LLC added 942,536 shares, increasing its total to 160,694,416 shares worth approximately $12.8 billion. Meanwhile, FMR, LLC, reduced its stake by 17,819,091 shares, ending up with 141,138,010 shares valued at $11.3 billion. State Street Corporation increased its position by 4,190,048 shares, bringing its total to 118,985,896 shares worth about $9.5 billion, while Capital International Investors added 15,405,426 shares, totaling 86,072,516 shares valued at around $6.9 billion.

Amphenol Corporation Stock Up 113.2%

Amphenol's shares are trading at $176.32, considerably higher than its 52-week low of $59.01. The stock has shown strong performance recently, indicating robust investor interest. With a previous close of $82.69, the shares have experienced a notable rise, reflecting positive market sentiment.

Recent Earnings

In its most recent earnings report, Amphenol reported revenue of approximately $29.0 billion, with a net margin of 17.7%. The company is scheduled to announce its next earnings on October 28, 2026, allowing investors to assess its ongoing performance.

Analysts Set New Price Targets

Analysts have been maintaining positive outlooks on Amphenol. On October 12, 2026, Evercore ISI Group maintained an 'Outperform' rating with a price target of $100. Citigroup also retained a 'Buy' rating, raising its target to $112 on October 8, and UBS set its target at $105 on October 7. The consensus among analysts is a 'strong buy' rating, with a mean price target of $102.97 based on 19 opinions.

About Amphenol Corporation

Amphenol Corporation is based in Wallingford, Connecticut. The company designs and manufactures electrical and electronic connectors globally, operating in various sectors including communications and harsh environments. Their growth reflects strong demand for connectivity solutions.

Bottom Line

Investors should keep an eye on Amphenol's upcoming earnings report on October 28, 2026, for further insights into its financial health. The recent 13F filings, like Brevan Howard's increase, offer a glimpse into investor sentiment at that time, but may not fully represent current positions.