Effective Execution Lifted Amphenol Corp (AMP) in Q3

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - Amphenol Corporation (NYSE:APH) is highlighted as a key investment, with a one-month return of -2.34% but a significant 71.52% increase over the past 52 weeks, closing at $129.24 per share with a market capitalization of $158.197 billion [2] - The company is recognized for its strong performance in the Information Technology sector, particularly in critical system provision and productivity-enhancing systems, with a notable 25% gain following a strong earnings report [3] Financial Performance - Amphenol Corporation's Q3 sales increased by 53% in US dollars and 52% in local currencies, reaching $6.194 billion [4] - The company contributed positively to the Baron Asset Fund's performance in Q3 2025, driven by rising expectations in data center spending due to accelerating AI adoption [5] Investment Sentiment - Despite Amphenol's strong performance, it is not among the top 30 most popular stocks among hedge funds, with 89 hedge fund portfolios holding the stock at the end of Q3, up from 81 in the previous quarter [4] - There is a belief that certain AI stocks may offer greater upside potential compared to Amphenol, indicating a competitive investment landscape [4]