Amphenol Corp (APH) grew to 2.63% of Eric H. Schoenstein's Jensen Investment Management portfolio in 2026 Q2, from 0.56%, according to the 13F-HR filed with the SEC on August 7, 2026. The share count rose 173% to 1.23M shares, and the position is worth about $108.4M and ranks 17th of 83 stocks by weight.
What did the 2026 Q2 filing report for APH?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 451K | 1.23M |
| Shares added | +779K (173%) | |
| Reported value | $28.5M | $108.4M |
| Portfolio weight | 0.56% | 2.63% |
| Rank in portfolio | 17th of 83 |
How much did Eric H. Schoenstein add to APH?
Eric H. Schoenstein added 779K shares of APH during 2026 Q2, taking the stake from 451K to 1.23M. The reported value of the position rose by about $79.9M, from about $28.5M to about $108.4M.
Where does APH sit in the Eric H. Schoenstein portfolio?
APH ranks 17th of 83 stock positions in the Eric H. Schoenstein portfolio at 2.63%, above the fund's average stock position of 1%. The APH addition was the 9th largest of the quarter's 80 position changes by percent change to portfolio. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held APH?
Eric H. Schoenstein has held APH since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 3.04% in 2016 Q3. Last quarter the fund had trimmed it by 2%. Every reported trade is on the Eric H. Schoenstein APH trade history page.
Did other funds buy or sell APH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 2 hold APH. Of those, 1 added to the position this quarter and none trimmed it. The largest buyer of APH this quarter was John Armitage. The largest seller was Stephen Mandel. Every tracked holder of APH is on the APH ownership page.
FAQ
How many APH shares did Eric H. Schoenstein buy in 2026 Q2?
Eric H. Schoenstein added 779K shares of APH, a 173% increase, to 1.23M shares.
What is the APH position of Eric H. Schoenstein worth now?
The APH position of Eric H. Schoenstein is worth about $108.4M at June 30, 2026 prices, 2.63% of the portfolio.
Is APH a top holding of Eric H. Schoenstein?
APH ranks 17th of 83 stock positions in the Eric H. Schoenstein portfolio, at 2.63%.
Did other funds add to APH in 2026 Q2?
Among the 2 other tracked funds that hold APH, 1 added to it in 2026 Q2 and none trimmed it.