Position in FLEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,901,368
+$218,931,779 QoQ
Shares Held
1,443,212
+531.1% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#37
of 1,109 holders
Holding Since
Sep 2021
11 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, 2026Holocene Advisors, LP holds $378,341,836 across 8 Electronic Components names. FLEX ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLEX |
Flex Ltd.
This page
|
1,443,212 | $233,901,368 | |
| 2 | LFUS |
Littelfuse Inc /De
|
132,097 | $60,147,727 | |
| 3 | TTMI |
Ttm Technologies Inc
|
305,573 | $57,148,262 | |
| 4 | CLS |
Celestica Inc
|
32,012 | $11,677,977 | |
| 5 | FN |
Fabrinet
|
13,970 | $7,852,257 | |
| 6 | OLED |
Universal Display Corp \Pa\
|
69,017 | $5,976,182 | |
| 7 | BHE |
Benchmark Electronics Inc
|
12,451 | $1,228,540 | |
| 8 | CTS |
Cts Corp
|
6,282 | $409,523 |
All Filings in FLEX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,901,368 | 1,443,212 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,969,589 | 228,683 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $40,793,651 | 1,339,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,677,635 | 840,534 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,896,289 | 430,402 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,024,049 | 131,423 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,735,244 | 640,040 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,663,981 | 400,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $176,085 | 12,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,851,777 | 207,643 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $920,934 | 52,089 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||