Position in BHE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,370,007
+$25,370,944 QoQ
Shares Held
490,220
+19.5% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 330 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $941,784,524 across 31 Electronic Components names. BHE ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
2,028,193 | $408,903,990 | |
| 2 | FN |
Fabrinet
|
195,083 | $109,652,252 | |
| 3 | TTMI |
Ttm Technologies Inc
|
461,830 | $86,371,446 | |
| 4 | CLS |
Celestica Inc
|
147,323 | $53,743,430 | |
| 5 | ROG |
Rogers Corp
|
300,059 | $49,128,660 | |
| 6 | BHE |
Benchmark Electronics Inc
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|
490,220 | $48,370,007 | |
| 7 | RAL |
Ralliant Corp
|
597,415 | $43,987,666 | |
| 8 | JBL |
Jabil Inc
|
59,500 | $22,936,060 |
All Filings in BHE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,370,007 | 490,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,999,063 | 410,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,760,426 | 181,488 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,596,612 | 67,357 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $896,518 | 29,874 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,239,103 | 117,189 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,060,884 | 126,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,176,289 | 122,969 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,314,441 | 97,697 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $464,112 | 17,389 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $266,484 | 10,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,220 | 13,086 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $219,537 | 8,101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,621,315 | 135,579 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,607,530 | 197,032 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,134,624 | 69,037 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||