Amphenol (APH) Rose on Strong Momentum

Market Overview - The stock market experienced significant volatility in Q2 2025, with the S&P 500 reaching an all-time high by the end of June despite a 7% drop from April 2 to April 7 due to the liberation day tariff announcement [1] - The market rebounded, gaining over 22% from the April 7 low through the end of June, with the Russell 1000 Growth returning 17.8% and the S&P 500 returning 10.9% in the quarter [1] - Large-cap stocks significantly outperformed small-cap stocks, and growth stocks outperformed value stocks during this period [1] Renaissance Large Cap Growth Strategy Performance - The Renaissance Large Cap Growth Strategy outperformed the S&P 500 Index but underperformed the Russell 1000 Growth benchmark in Q2 2025 [1] Amphenol Corporation Highlights - Amphenol Corporation (NYSE: APH) was highlighted as a notable contributor in the Renaissance investor letter, driven by strong momentum in AI and data center connector products [3] - The stock of Amphenol Corporation had a one-month return of 6.34% and gained 88.19% over the last 52 weeks, closing at $116.79 per share on September 09, 2025, with a market capitalization of $142.591 billion [2] - Amphenol's Q2 2025 sales increased by 57% in U.S. dollars and 56% in local currencies, reaching $5.650 billion [4] Hedge Fund Interest - At the end of Q2 2025, 81 hedge fund portfolios held Amphenol Corporation, an increase from 69 in the previous quarter [4]