Position in FLEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$173,423,162
+$105,778,633 QoQ
Shares Held
1,070,051
+3.5% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#48
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Dec 31, 2022CallValue
$633,069
CallShares
39,146
PutValue
$98,715
PutShares
6,104
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, 2026WELLS FARGO & COMPANY/MN holds $4,035,939,323 across 36 Electronic Components names. FLEX ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
28,078,920 | $2,475,437,587 | |
| 2 | GLW |
Corning Inc /Ny
|
2,279,226 | $582,182,695 | |
| 3 | TEL |
TE Connectivity plc
|
1,686,304 | $339,975,747 | |
| 4 | FLEX |
Flex Ltd.
This page
|
1,070,051 | $173,423,162 | |
| 5 | CLS |
Celestica Inc
|
307,273 | $112,093,189 | |
| 6 | JBL |
Jabil Inc
|
179,398 | $69,154,338 | |
| 7 | LFUS |
Littelfuse Inc /De
|
92,539 | $42,135,781 | |
| 8 | SANM |
Sanmina Corp
|
160,906 | $40,722,089 |
All Filings in FLEX
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,423,162 | 1,070,051 | Shares | Defined | 2026-08-14 | |
| 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 | $46,957,800 | 1,541,624 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $43,288,409 | 1,604,461 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $48,633,457 | 1,759,535 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $42,080,795 | 1,828,801 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $42,838,879 | 1,996,222 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $98,715 | 4,600 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $633,069 | 29,500 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $76,635 | 4,600 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $33,106,258 | 1,987,176 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $491,468 | 29,500 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $36,289,586 | 2,507,918 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $66,575,578 | 3,588,980 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $90,580,728 | 4,941,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $135,508,009 | 7,664,472 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $144,054,990 | 8,061,255 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $156,664,710 | 8,556,263 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $36,619 | 2,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $175,106,609 | 9,738,937 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $140,687,232 | 12,628,979 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $123,300,217 | 12,029,274 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $99,587,742 | 11,883,972 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||