Position in APH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
4,546
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$0
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $13,492,988 across 12 Electronic Components names. APH ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
26,310 | $6,720,363 | |
| 2 | RAL |
Ralliant Corp
|
42,948 | $3,162,261 | |
| 3 | OUST |
Ouster, Inc.
|
9,563 | $597,878 | |
| 4 | BHE |
Benchmark Electronics Inc
|
5,609 | $553,440 | |
| 5 | LFUS |
Littelfuse Inc /De
|
1,040 | $473,543 | |
| 6 | TEL |
TE Connectivity plc
|
2,126 | $428,622 | |
| 7 | VICR |
Vicor Corp
|
945 | $358,892 | |
| 8 | JBL |
Jabil Inc
|
833 | $321,104 |
All Filings in APH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 2,273 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | — | 6,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | — | 12,091 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | — | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | — | 1,588 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||