Position in FLEX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$67,644,529
+$8,339,582 QoQ
Shares Held
1,033,372
+5.3% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Dec 31, 2022CallValue
$477,068
CallShares
29,500
PutValue
$74,390
PutShares
4,600
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, 2026WELLS FARGO & COMPANY/MN holds $1,909,237,693 across 34 Electronic Components names. FLEX ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
7,067,726 | $893,007,178 | |
| 2 | TEL |
TE Connectivity plc
|
1,703,327 | $356,029,408 | |
| 3 | GLW |
Corning Inc /Ny
|
1,932,742 | $262,794,927 | |
| 4 | CLS |
Celestica Inc
|
248,801 | $70,082,264 | |
| 5 | FLEX |
Flex Ltd.
This page
|
1,033,372 | $67,644,529 | |
| 6 | OLED |
Universal Display Corp \Pa\
|
598,278 | $54,838,159 | |
| 7 | JBL |
Jabil Inc
|
168,098 | $44,651,870 | |
| 8 | LFUS |
Littelfuse Inc /De
|
97,660 | $33,140,919 |
All Filings in FLEX
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,644,529 | 1,033,372 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $59,304,947 | 981,545 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $65,218,857 | 1,125,045 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $62,445,475 | 1,250,911 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,854,336 | 1,386,165 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $55,137,674 | 1,436,251 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $49,020,011 | 1,466,348 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $44,316,655 | 1,502,769 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,054,928 | 1,504,891 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $35,386,435 | 1,541,624 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $32,621,257 | 1,604,461 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $36,649,176 | 1,759,535 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $31,711,224 | 1,828,801 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $32,282,500 | 1,996,222 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $74,390 | 4,600 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $477,068 | 29,500 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $57,751 | 4,600 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $24,948,196 | 1,987,176 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $370,360 | 29,500 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $27,347,089 | 2,507,918 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $50,169,991 | 3,588,980 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $68,259,779 | 4,941,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $102,116,057 | 7,664,472 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $108,556,887 | 8,061,255 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $118,059,315 | 8,556,263 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $27,596 | 2,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $131,956,751 | 9,738,937 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $106,019,014 | 12,628,979 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $92,916,516 | 12,029,274 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $75,047,279 | 11,883,972 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||