Polymer Capital Management (HK)’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.4M Buy
+129,352
New +$9.32M 0.58% 25
2025
Q1
Sell
-94,200
Closed -$3.27M 137
2024
Q4
$3.27M Buy
94,200
+44,200
+88% +$1.55M 0.57% 50
2024
Q3
$1.63M Sell
50,000
-299,706
-86% -$9.72M 0.38% 67
2024
Q2
$11.8M Buy
349,706
+342,106
+4,501% +$10.8M 2.39% 12
2024
Q1
$219K Buy
+7,600
New +$199K 0.06% 153

Other funds holding APH

Polymer Capital Management (HK)'s APH Position: Q2 2026 in Review

Polymer Capital Management (HK) opened a new position in Amphenol (APH) in Q2 2026: 129,352 shares worth $11.4M. The stake represents 0.58% of the portfolio and ranks #25 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in APH as recently as Q4 2024.

Polymer Capital Management (HK) first reported a position in APH in Q1 2024 and has held it in 5 quarters since. The position peaked at $11.8M in Q2 2024. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Polymer Capital Management (HK) held 129,352 shares of Amphenol worth $11.4M as of Q2 2026.
  • Amphenol was a new Polymer Capital Management (HK) position in Q2 2026.
  • Amphenol made up 0.58% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #25 holding.
  • Polymer Capital Management (HK) first reported a position in Amphenol in Q1 2024 and has held it in 5 quarters since.
  • Polymer Capital Management (HK)'s Amphenol position peaked at $11.8M in Q2 2024.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.