Position in BHE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,305
+$1,645 QoQ
Shares Held
1,199
-42.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#255
of 330 holders
Holding Since
Dec 2025
3 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, 2026Kemnay Advisory Services Inc. holds $823,480 across 12 Electronic Components names. BHE ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLXS |
Plexus Corp
|
766 | $230,313 | |
| 2 | KN |
Knowles Corp
|
4,027 | $167,039 | |
| 3 | BELFA |
Bel Fuse Inc /Nj
|
427 | $142,208 | |
| 4 | BHE |
Benchmark Electronics Inc
This page
|
1,199 | $118,305 | |
| 5 | GLW |
Corning Inc /Ny
|
256 | $65,390 | |
| 6 | OUST |
Ouster, Inc.
|
396 | $24,757 | |
| 7 | OSIS |
Osi Systems Inc
|
110 | $24,057 | |
| 8 | ROG |
Rogers Corp
|
120 | $19,647 |
All Filings in BHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,305 | 1,199 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $116,660 | 2,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,277 | 1,854 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||