Position in FLEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$939,220
+$589,430 QoQ
Shares Held
14,348
+137.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Jun 30, 2024CallValue
$404,013
CallShares
13,700
PutValue
$353,880
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Mar 31, 2026TWO SIGMA SECURITIES, LLC holds $5,311,470 across 10 Electronic Components names. FLEX ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLEX |
Flex Ltd.
This page
|
14,348 | $939,220 | |
| 2 | APH |
Amphenol Corp /De/
|
6,814 | $860,948 | |
| 3 | PLXS |
Plexus Corp
|
4,044 | $819,071 | |
| 4 | VICR |
Vicor Corp
|
3,957 | $637,077 | |
| 5 | GLW |
Corning Inc /Ny
|
4,624 | $628,725 | |
| 6 | JBL |
Jabil Inc
|
1,834 | $487,165 | |
| 7 | FN |
Fabrinet
|
750 | $391,140 | |
| 8 | OSIS |
Osi Systems Inc
|
1,264 | $335,604 |
All Filings in FLEX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $939,220 | 14,348 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $349,790 | 6,034 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,640 | 4,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $318,163 | 9,618 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $353,880 | 12,000 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $404,013 | 13,700 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $363,198 | 12,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $200,270 | 7,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $794,208 | 34,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $546,305 | 23,800 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $211,888 | 9,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $709,572 | 34,900 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $444,997 | 21,887 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $743,591 | 35,700 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $277,024 | 13,300 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $469,911 | 27,100 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $478,581 | 27,600 | Call | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||