Jensen Investment Management significantly increased its position in Amphenol (APH), a major manufacturer of electronic and fiber optic connectors. According to a quarterly disclosure made public on August 7, 2026, the firm boosted its holdings by over 172%, from roughly 225,000 shares to 615,000 shares. This transaction, which occurred during the second quarter ending June 30, increased Amphenol's weight in Jensen's reported portfolio from 0.56% to 2.63%.
In a May 2026 commentary, Jensen's investment team stated they re-established a position in Amphenol for their Quality Growth Strategy, citing an improved growth outlook and a more attractive valuation. The firm highlighted Amphenol's strong competitive position and its role in secular growth trends like artificial intelligence, cloud computing, and vehicle electrification. Amphenol has recently seen strong growth in its communications segment, driven by demand related to AI data centers.