Telemark Asset Management, LLC

Position in FLEX — Flex Ltd.

CIK 1420816 BOSTON, MA

Position in FLEX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,103,500

New position

Shares Held

50,000

first reported quarter

Ownership

0.014%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#278

of 1,107 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $127,140,700 across 6 Electronic Components names. FLEX ranks #6 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	165,000	$42,145,950
2	KOPN	Kopin Corp	7,000,000	$31,360,000
3	ALNT	Allient Inc	200,000	$20,586,000
4	LPTH	Lightpath Technologies Inc	1,025,000	$16,758,750
5	ROG	Rogers Corp	50,000	$8,186,500
6	FLEX	Flex Ltd. This page	50,000	$8,103,500

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,103,500	50,000	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.