Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Amphenol Corp. (APH)
← All APH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 0.20 $21.09–22.82 · VW $22.04i SEC
2017   Q3 4,276,440 0.20 Reduce 34.11% 0.10 $18.09–21.22 · VW $19.81i $90,489,000 SEC
2017   Q2 6,489,996 0.29 Reduce 53.26% 0.32 $17.14–19.17 · VW $18.33i $119,773,000 SEC
2017   Q1 13,885,728 0.61 Reduce 9.42% 0.06 $16.50–18.00 · VW $17.26i $247,062,000 SEC
2016   Q4 15,330,040 0.66 Reduce 1.75% 0.01 $15.66–17.30 · VW $16.64i $257,545,000 SEC
2016   Q3 15,603,704 0.64 Add 1.67% 0.01 $13.84–16.44 · VW $15.32i $253,248,000 SEC
2016   Q2 15,346,664 0.56 Add 8.85% 0.05 $13.73–15.04 · VW $14.32i $219,956,000 SEC
2016   Q1 14,098,744 0.52 Buy 0.52 $11.13–14.59 · VW $12.89i $203,797,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.12 $9.26–10.71 · VW $9.78i SEC
2013   Q2 3,703,608 0.12 Reduce 4.45% <0.01 $8.76–10.42 · VW $9.60i $36,082,000 SEC
2013   Q1 3,875,920 0.16 Reduce 81.29% 0.64 $8.22–9.34 · VW $8.73i $36,167,000 SEC
2012   Q4 20,710,264 0.78 Reduce 16.00% 0.14 $7.18–8.16 · VW $7.62i $167,494,000 SEC
2012   Q3 24,656,160 0.88 Reduce 0.93% <0.01 $6.36–7.96 · VW $7.34i $181,469,000 SEC
2012   Q2 24,887,680 0.87 Add 14.10% 0.11 $6.38–7.73 · VW $7.01i $170,854,000 SEC
2012   Q1 21,812,264 0.85 Add 367.88% 0.67 $5.63–7.51 · VW $6.81i $162,965,000 SEC
2011   Q4 4,661,904 0.15 Reduce 60.03% 0.24 $4.87–6.31 · VW $5.64i $26,450,000 SEC
2011   Q3 11,662,240 0.40 Reduce 6.35% 0.03 $5.00–6.97 · VW $5.76i $59,434,000 SEC
2011   Q2 12,452,672 0.52 Reduce 52.51% 0.65 $6.18–7.17 · VW $6.73i $84,040,000 SEC
2011   Q1 26,221,192 1.24 Add 11.85% 0.13 $6.32–7.39 · VW $6.95i $178,271,000 SEC
2010   Q4 23,443,856 0.49 Add 42.46% 0.15 $5.92–6.76 · VW $6.31i $154,671,000 SEC
2010   Q3 16,456,896 0.89 Add 33.57% 0.22 $4.80–6.25 · VW $5.49i $100,757,000 SEC
2010   Q2 12,320,440 0.62 Buy 0.62 $4.80–5.98 · VW $5.38i $60,493,000 SEC
2010   Q1 0 0.00 Sell 100.00% 0.43 $4.72–5.88 · VW $5.28i SEC
2009   Q4 5,832,536 0.43 Reduce 35.12% 0.19 $4.39–5.89 · VW $5.18i $33,668,000 SEC
2009   Q3 8,990,032 0.54 Reduce 34.76% 0.30 $3.84–5.03 · VW $4.31i $42,343,000 SEC
2009   Q2 13,780,248 0.87 Reduce 25.64% 0.32 $3.50–4.42 · VW $4.07i $54,501,000 SEC
2009   Q1 18,531,096 1.24 Reduce 46.28% 0.90 $2.69–3.86 · VW $3.29i $65,994,000 SEC
2008   Q4 34,495,320 1.95 Add 33.74% 0.49 $2.30–5.06 · VW $3.31i $103,400,000 SEC
2008   Q3 25,792,528 1.88 Reduce 29.60% 0.73 $4.89–6.53 · VW $5.69i $129,414,000 SEC
2008   Q2 36,634,792 2.48 Reduce 18.96% 0.49 $4.71–6.25 · VW $5.67i $205,521,000 SEC
2008   Q1 45,207,040 2.61 Reduce 1.60% 0.05 $4.27–5.68 · VW $4.85i $210,495,000 SEC
2007   Q4 45,941,216 3.22 Reduce 4.98% 0.14 $4.87–5.91 · VW $5.43i $266,287,000 SEC
2007   Q3 48,346,504 2.76 Add 23.06% 0.52 $4.02–5.06 · VW $4.51i $240,282,000 SEC
2007   Q2 39,285,680 1.84 Reduce 14.50% 0.30 $4.03–4.62 · VW $4.39i $175,067,000 SEC
2007   Q1 45,945,792 2.07 Reduce 35.77% 1.19 $3.83–4.29 · VW $4.09i $185,420,000 SEC
2006   Q4 71,531,392 3.33 Add 3.95% 0.13 $3.81–4.41 · VW $4.13i $277,542,000 SEC
2006   Q3 68,812,992 3.56 Reduce 1.92% 0.06 $3.14–4.02 · VW $3.59i $266,349,000 SEC
2006   Q2 70,162,272 3.35 $3.50 $245,393,000 SEC
Price snapshot:
Current price$155.99
52-week low$94.55
52-week high$178.52