Position in FLEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,083,290
+$17,833,877 QoQ
Shares Held
537,319
-49.2% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#80
of 1,109 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $789,274,581 across 14 Electronic Components names. FLEX ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
5,823,852 | $513,430,792 | |
| 2 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 3 | FLEX |
Flex Ltd.
This page
|
537,319 | $87,083,290 | |
| 4 | FN |
Fabrinet
|
45,847 | $25,769,681 | |
| 5 | PLXS |
Plexus Corp
|
58,864 | $17,698,638 | |
| 6 | JBL |
Jabil Inc
|
24,729 | $9,532,534 | |
| 7 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 8 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 |
All Filings in FLEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,083,290 | 537,319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,249,413 | 1,057,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,659,434 | 639,845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $124,352,316 | 2,145,115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,632,153 | 2,616,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $61,955,829 | 1,872,909 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $87,554,422 | 2,280,657 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,057,028 | 1,676,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,404,077 | 386,710 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $38,976,592 | 1,279,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,981,042 | 1,296,553 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $10,838,591 | 392,135 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $41,394,314 | 1,798,967 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $23,612,435 | 1,100,301 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $41,509,225 | 2,491,557 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,847,920 | 1,164,334 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,445,105 | 1,102,162 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $2,663,282 | 150,638 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $8,271,758 | 462,884 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $3,690,424 | 205,251 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $14,565,709 | 1,421,043 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,329,758 | 994,004 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||