Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2026   Q1 225,363 0.56 Reduce 2.22% 0.01 $118.24–167.04 · VW $139.55i $28,474,615 SEC
2025   Q4 230,488 0.49 Reduce 73.49% 0.98 $120.04–144.37 · VW $135.22i $31,148,148 SEC
2025   Q3 869,464 1.34 Reduce 66.71% 2.01 $95.19–126.06 · VW $110.39i $107,596,170 SEC
2025   Q2 2,612,009 3.02 Add 3.75% 0.11 $56.45–99.01 · VW $83.37i $257,935,889 SEC
2025   Q1 2,517,591 1.83 Reduce 0.08% <0.01 $60.01–79.39 · VW $68.13i $165,128,794 SEC
2024   Q4 2,519,676 1.58 Reduce 18.61% 0.31 $61.92–75.78 · VW $69.55i $174,991,498 SEC
2024   Q3 3,095,660 1.69 Reduce 21.98% 0.48 $54.77–70.74 · VW $64.00i $201,713,206 SEC
2024   Q2 3,967,544 2.19 Reduce 33.35% 0.87 $54.72–70.84 · VW $63.69i $267,293,439 SEC
2024   Q1 5,953,194 2.62 Reduce 11.59% 0.29 $46.94–59.79 · VW $53.35i $343,350,464 SEC
2023   Q4 6,733,844 2.53 Reduce 2.30% 0.05 $39.34–49.97 · VW $44.24i $333,762,978 SEC
2023   Q3 6,892,168 2.29 Reduce 0.86% 0.02 $40.59–45.14 · VW $43.21i $289,436,595 SEC
2023   Q2 6,951,838 2.17 Add 0.97% 0.02 $36.00–42.60 · VW $38.71i $295,279,319 SEC
2023   Q1 6,884,952 2.19 Reduce 3.31% 0.07 $37.25–41.25 · VW $39.48i $277,670,114 SEC
2022   Q4 7,120,860 2.12 Add 23.12% 0.40 $32.60–41.43 · VW $38.01i $271,091,140 SEC
2022   Q3 5,783,596 1.69 Add 23.98% 0.33 $30.89–40.22 · VW $36.22i $193,635,000 SEC
2022   Q2 4,664,966 1.24 Add 26.71% 0.26 $30.83–38.15 · VW $34.84i $150,165,000 SEC
2022   Q1 3,681,544 1.03 Add 0.94% <0.01 $35.52–44.00 · VW $38.44i $138,702,000 SEC
2021   Q4 3,647,214 1.12 Reduce 0.70% <0.01 $36.51–44.22 · VW $40.49i $159,493,000 SEC
2021   Q3 3,672,754 1.07 Add 1212.52% 0.99 $33.38–38.85 · VW $36.65i $134,478,000 SEC
2021   Q2 279,824 0.07 Reduce 1.59% <0.01 $32.06–34.81 · VW $33.67i $9,571,000 SEC
2021   Q1 284,340 0.08 Reduce 5.79% <0.01 $29.29–34.55 · VW $32.08i $9,379,000 SEC
2020   Q4 301,804 0.08 Reduce 89.91% 0.65 $26.75–33.92 · VW $30.74i $9,867,000 SEC
2020   Q3 2,991,312 0.72 Reduce 0.82% <0.01 $23.38–28.31 · VW $26.44i $80,967,000 SEC
2020   Q2 3,015,972 0.69 Reduce 0.53% <0.01 $16.86–27.09 · VW $22.50i $72,240,000 SEC
2020   Q1 3,032,132 0.62 Reduce 18.89% 0.19 $15.76–27.56 · VW $22.03i $55,245,000 SEC
2019   Q4 3,738,288 1.00 Reduce 47.90% 0.89 $23.15–27.33 · VW $25.51i $101,149,000 SEC
2019   Q3 7,174,748 1.85 Add 1.85% 0.03 $20.94–24.83 · VW $23.01i $173,091,000 SEC
2019   Q2 7,044,412 1.93 Reduce 21.27% 0.53 $21.65–26.38 · VW $23.63i $168,960,000 SEC
2019   Q1 8,947,108 2.51 Reduce 0.59% 0.02 $18.74–24.25 · VW $22.25i $211,241,000 SEC
2018   Q4 8,999,764 2.58 Add 0.35% <0.01 $18.78–23.74 · VW $21.60i $182,290,000 SEC
2018   Q3 8,968,724 2.63 Reduce 0.11% <0.01 $21.39–24.39 · VW $23.42i $210,810,000 SEC
2018   Q2 8,978,884 2.63 Reduce 3.34% 0.09 $20.10–22.99 · VW $21.51i $195,627,000 SEC
2018   Q1 9,289,564 2.61 Add 0.00% <0.01 $20.54–23.41 · VW $22.39i $200,028,000 SEC
2017   Q4 9,289,212 2.60 Reduce 0.13% <0.01 $21.09–22.82 · VW $22.04i $203,898,000 SEC
2017   Q3 9,300,996 2.66 Reduce 0.61% 0.01 $18.09–21.22 · VW $19.81i $196,809,000 SEC
2017   Q2 9,358,036 2.37 Reduce 2.09% 0.05 $17.14–19.17 · VW $18.33i $172,703,000 SEC
2017   Q1 9,557,976 2.38 Reduce 0.25% <0.01 $16.50–18.00 · VW $17.26i $170,060,000 SEC
2016   Q4 9,582,236 2.36 Reduce 23.48% 0.71 $15.66–17.30 · VW $16.64i $160,982,000 SEC
2016   Q3 12,522,136 3.04 Reduce 0.82% 0.02 $13.84–16.44 · VW $15.32i $203,234,000 SEC
2016   Q2 12,625,628 2.81 Reduce 1.61% 0.05 $13.73–15.04 · VW $14.32i $180,957,000 SEC
2016   Q1 12,832,428 2.96 Add 0.45% 0.01 $11.13–14.59 · VW $12.89i $185,493,000 SEC
2015   Q4 12,775,516 2.80 Add 0.37% 0.01 $12.25–13.92 · VW $13.33i $166,816,000 SEC
2015   Q3 12,728,316 2.86 Add 0.99% 0.03 $11.86–14.63 · VW $13.34i $162,159,000 SEC
2015   Q2 12,603,036 2.92 Add 0.02% <0.01 $13.74–14.90 · VW $14.25i $182,649,000 SEC
2015   Q1 12,600,276 2.84 Add 0.09% <0.01 $12.80–15.14 · VW $14.01i $185,634,000 SEC
2014   Q4 12,588,932 2.62 Reduce 2.14% 0.05 $11.32–13.91 · VW $12.80i $169,353,000 SEC
2014   Q3 12,864,128 2.55 Reduce 3.36% 0.08 $11.81–13.24 · VW $12.52i $160,576,000 SEC
2014   Q2 13,310,760 2.41 Reduce 20.41% 0.56 $11.29–12.34 · VW $11.91i $160,295,000 SEC
2014   Q1 16,724,584 2.76 Add 1.17% 0.03 $10.51–11.70 · VW $11.10i $191,601,000 SEC
2013   Q4 16,531,224 2.62 Reduce 1.41% 0.04 $9.27–11.18 · VW $10.33i $184,282,000 SEC
2013   Q3 16,766,904 2.51 Add 1.11% 0.03 $9.26–10.71 · VW $9.78i $162,178,000 SEC
2013   Q2 16,582,688 2.65 Reduce 16.45% 0.51 $8.76–10.42 · VW $9.60i $161,557,000 SEC
2013   Q1 19,847,832 3.10 Reduce 0.08% <0.01 $8.22–9.34 · VW $8.73i $185,205,000 SEC
2012   Q4 19,864,616 3.00 Reduce 5.98% 0.17 $7.18–8.16 · VW $7.62i $160,655,000 SEC
2012   Q3 21,128,216 2.79 Reduce 29.22% 1.09 $6.36–7.96 · VW $7.34i $155,503,000 SEC
2012   Q2 29,851,016 3.73 Reduce 4.82% 0.20 $6.38–7.73 · VW $7.01i $204,927,000 SEC
2012   Q1 31,362,216 4.05 Reduce 13.60% 0.53 $5.63–7.51 · VW $6.81i $234,314,000 SEC
2011   Q4 36,298,136 3.86 Add 6.07% 0.22 $4.87–6.31 · VW $5.64i $205,946,000 SEC
2011   Q3 34,221,344 1.78 Add 45.28% 0.56 $5.00–6.97 · VW $5.76i $174,400,000 SEC
2011   Q2 23,554,704 2.77 Add 29.03% 0.62 $6.18–7.17 · VW $6.73i $158,964,000 SEC
2011   Q1 18,255,464 2.27 Add 1.86% 0.04 $6.32–7.39 · VW $6.95i $124,114,000 SEC
2010   Q4 17,921,392 2.46 Add 1.62% 0.04 $5.92–6.76 · VW $6.31i $118,236,000 SEC
2010   Q3 17,634,928 1.33 Reduce 0.24% <0.01 $4.80–6.25 · VW $5.49i $107,970,000 SEC
2010   Q2 17,677,888 1.23 Reduce 4.09% 0.06 $4.80–5.98 · VW $5.38i $86,798,000 SEC
2010   Q1 18,431,968 1.35 Reduce 0.12% <0.01 $4.72–5.88 · VW $5.28i $97,206,000 SEC
2009   Q4 18,454,848 3.38 Reduce 7.11% 0.12 $4.39–5.89 · VW $5.18i $106,531,000 SEC
2009   Q3 19,867,248 1.68 Add 2.52% 0.04 $3.84–5.03 · VW $4.31i $93,575,000 SEC
2009   Q2 19,379,168 1.61 Reduce 7.26% 0.13 $3.50–4.42 · VW $4.07i $76,645,000 SEC
2009   Q1 20,895,720 1.75 Add 7.40% 0.12 $2.69–3.86 · VW $3.29i $74,415,000 SEC
2008   Q4 19,455,800 1.23 Buy 1.23 $2.30–5.06 · VW $3.31i $58,319,000 SEC
Price snapshot:
Current price$155.99
Avg. buy price$36.95
+/- since buy322.11%
52-week low$94.55
52-week high$178.52