JENSEN INVESTMENT MANAGEMENT INC APH — Amphenol Common

Ownership history in JENSEN INVESTMENT MANAGEMENT INC  ·  70 quarters on record

AI Ownership Summary

JENSEN INVESTMENT MANAGEMENT INC reported Amphenol Common (APH) in 70 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.02% in 2025 Q2. The latest visible filing shows APH at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JENSEN INVESTMENT MANAGEMENT INC's position in Amphenol Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APH was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APH stock page JENSEN INVESTMENT MANAGEMENT INC fund profile JENSEN INVESTMENT MANAGEMENT INC full holdings
How JENSEN INVESTMENT MANAGEMENT INC held APH — position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 225,363 -5,125 -2.2% 0.56% $28.5M 2026-05-05 $136.48
2025 Q4 REDUCED 73.5% -6.3% ✅ 230,488 -638,976 -73.5% 0.49% $31.1M 2026-02-11 $143.54
2025 Q3 REDUCED 66.7% +10.8% ❌ 869,464 -1,742,545 -66.7% 1.34% $107.6M 2025-11-06 $137.37
2025 Q2 ADDED — — — 2,612,009 +94,418 +3.8% 3.02% $257.9M 2025-08-08 $109.24
2025 Q1 REDUCED — — — 2,517,591 -2,085 -0.1% 1.83% $165.1M 2025-05-09 $80.19
2024 Q4 REDUCED 18.6% -5.3% ✅ 2,519,676 -575,984 -18.6% 1.58% $175.0M 2025-02-10 $71.00
2024 Q3 REDUCED 22.0% +6.9% ❌ 3,095,660 -871,884 -22.0% 1.69% $201.7M 2024-11-04 $67.32
2024 Q2 ADDED — — — 3,967,544 +990,947 +33.3% 2.19% $267.3M 2024-08-05 $57.47
2024 Q1 REDUCED 11.6% +17.3% ❌ 2,976,597 -390,325 -11.6% 2.62% $343.4M 2024-05-07 $61.28
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APH

As of 2026 Q1 — sorted by position size

Atalan Capital Partners, LP 3Y 7Y 11.21% Maren Capital LLC 9.77% Nutshell Asset Management Ltd 8.39% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 8.05% LYNWOOD PRICE CAPITAL MANAGEMENT LP 7.13% James Hambro & Partners LLP 3Y 7Y 7.04% Pelham Capital Ltd. 3Y 7Y 6.3% Manitou Investment Management Ltd. 3Y 7Y 6.16% J. Stern & Co. LLP 6.12% HENDLEY & CO INC 3Y 7Y 6.05%

FAQ About JENSEN INVESTMENT MANAGEMENT INC and APH

These are the practical questions this page is built to answer before you even open the full history table.

How long has JENSEN INVESTMENT MANAGEMENT INC reported owning APH?

JENSEN INVESTMENT MANAGEMENT INC reported APH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported APH position in JENSEN INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for APH was 3.02% in 2025 Q2.

What is the latest reported APH position on this page?

The most recent filing on this page is 2026 Q1, when JENSEN INVESTMENT MANAGEMENT INC reported 225,363 shares, equal to 0.56% of portfolio, with an estimated market value of $28.5M.

What does the chart on this APH ownership page compare?

The chart compares JENSEN INVESTMENT MANAGEMENT INC's quarterly APH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JENSEN INVESTMENT MANAGEMENT INC time their APH position?

Based on 13F filing dates vs. subsequent APH price moves, JENSEN INVESTMENT MANAGEMENT INC correctly timed 28 out of 69 reported position changes (41%). The annualised alpha on APH relative to SPY over the holding period was +8.0%.

← Back to JENSEN INVESTMENT MANAGEMENT INC Holdings