PCH
APH icon

Polar Capital Holdings’s Amphenol APH Stock Holding History

Polar Capital Holdings’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172M Buy
1,954,662
+702,722
+56% +$50.7M 0.41% 58
2026
Q1 		$79.1M Sell
1,251,940
-452,398
-27% -$31.8M 0.28% 76
2025
Q4 		$115M Sell
1,704,338
-1,133,110
-40% -$75.8M 0.45% 61
2025
Q3 		$176M Sell
2,837,448
-1,291,750
-31% -$70.9M 0.85% 31
2025
Q2 		$204M Buy
4,129,198
+1,602,240
+63% +$65.5M 1.07% 23
2025
Q1 		$82.9M Sell
2,526,958
-3,455,204
-58% -$118M 0.5% 54
2024
Q4 		$208M Buy
5,982,162
+1,135,652
+23% +$39.8M 1.16% 14
2024
Q3 		$158M Sell
4,846,510
-1,950,256
-29% -$63.2M 0.75% 28
2024
Q2 		$229M Buy
6,796,766
+5,072,986
+294% +$160M 1.35% 18
2024
Q1 		$49.7M Buy
+1,723,780
New +$45.2M 0.26% 89

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polar Capital Holdings's APH Position: Q2 2026 in Review

Polar Capital Holdings increased its Amphenol (APH) stake by 56% in Q2 2026, buying an estimated $50.7M and bringing the position to 1,954,662 shares worth $172M. The position accounts for 0.41% of the portfolio, ranked #58.

Polar Capital Holdings first reported a position in APH in Q1 2024 and has held it in 10 quarters since. The position peaked at $229M in Q2 2024. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Polar Capital Holdings held 1,954,662 shares of Amphenol worth $172M as of Q2 2026.
  • Polar Capital Holdings bought 702,722 Amphenol shares in Q2 2026, an estimated $50.7M.
  • Amphenol made up 0.41% of Polar Capital Holdings's portfolio in Q2 2026, its #58 holding.
  • Polar Capital Holdings first reported a position in Amphenol in Q1 2024 and has held it in 10 quarters since.
  • Polar Capital Holdings's Amphenol position peaked at $229M in Q2 2024.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.