THAMES CAPITAL MANAGEMENT LLC

Position in FLEX — Flex Ltd.

CIK 1714267 Roseland, NJ

Position in FLEX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$24,225,251

New position

Shares Held

149,474

first reported quarter

Ownership

0.040%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#157

of 1,102 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $58,199,596 across 5 Electronic Components names. FLEX ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd. This page	149,474	$24,225,251
2	FN	Fabrinet	26,114	$14,678,157
3	JBL	Jabil Inc	31,457	$12,126,044
4	CLS	Celestica Inc	19,655	$7,170,144
5	APH	Amphenol Corp /De/	284,278	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,225,251	149,474	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.