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

Polymer Capital Management (HK)’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
2025
Q1 		– Sell
-47,100
Closed -$3.27M – 137
2024
Q4 		$3.27M Buy
47,100
+22,100
+88% +$1.55M 0.57% 50
2024
Q3 		$1.63M Sell
25,000
-149,853
-86% -$9.71M 0.38% 67
2024
Q2 		$11.8M Buy
174,853
+171,053
+4,501% +$10.8M 2.39% 12
2024
Q1 		$219K Buy
+3,800
New +$199K 0.06% 153

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Polymer Capital Management (HK)'s APH Position: Q1 2025 in Review

Polymer Capital Management (HK) sold out of Amphenol (APH) in Q1 2025, closing a stake of 47,100 shares — an estimated $3.27M sold.

Polymer Capital Management (HK) first reported a position in APH in Q1 2024 and held it in 4 quarters. The position peaked at $11.8M in Q2 2024. 1,424 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Polymer Capital Management (HK) reported no remaining Amphenol position as of Q1 2025 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 47,100 Amphenol shares in Q1 2025, an estimated $3.27M.
  • Polymer Capital Management (HK) first reported a position in Amphenol in Q1 2024 and held it in 4 quarters.
  • Polymer Capital Management (HK)'s Amphenol position peaked at $11.8M in Q2 2024.
  • 1,424 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2025, filed 15 May 2025.