Position in FLEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,933,142
+$2,619,720 QoQ
Shares Held
18,098
+278.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#405
of 1,109 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,037,248
PutShares
6,400
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 Jun 30, 2026Arax Advisory Partners holds $61,935,284 across 33 Electronic Components names. FLEX ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
298,400 | $26,306,944 | |
| 2 | GLW |
Corning Inc /Ny
|
67,792 | $17,316,110 | |
| 3 | TEL |
TE Connectivity plc
|
30,300 | $6,108,783 | |
| 4 | FLEX |
Flex Ltd.
This page
|
18,098 | $2,933,142 | |
| 5 | JBL |
Jabil Inc
|
7,344 | $2,830,965 | |
| 6 | LFUS |
Littelfuse Inc /De
|
2,879 | $1,310,895 | |
| 7 | CLS |
Celestica Inc
|
2,893 | $1,055,366 | |
| 8 | FN |
Fabrinet
|
1,603 | $901,014 |
All Filings in FLEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,933,142 | 18,098 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $1,037,248 | 6,400 | Put | Sole | 2026-08-10 | |
| 2026-03-31 | $313,422 | 4,788 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $198,963 | 3,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $226,488 | 3,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $187,200 | 3,750 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $125,538 | 3,795 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||