PRIMECAP MANAGEMENT CO/CA/

Position in FLEX — Flex Ltd.

CIK 763212 PASADENA, CA

Back to FLEX Full portfolio

Position in FLEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,785,772,871

+$2,124,172,365 QoQ

Shares Held

23,358,875

-8.0% QoQ

Ownership

6.32%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in FLEX Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $6,308,638,198 across 5 Electronic Components names. FLEX ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd. This page	23,358,875	$3,785,772,871
2	JBL	Jabil Inc	3,167,120	$1,220,861,417
3	GLW	Corning Inc /Ny	4,131,872	$1,055,404,064
4	OLED	Universal Display Corp \Pa\	2,195,818	$190,135,880
5	OSIS	Osi Systems Inc	258,180	$56,463,966

All Filings in FLEX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,785,772,871	23,358,875	-8.0%	Shares	Sole	2026-08-14
2026-03-31	$1,661,600,506	25,383,448	-4.9%	Shares	Sole	2026-05-11
2025-12-31	$1,613,340,338	26,702,091	-9.8%	Shares	Sole	2026-02-11
2025-09-30	$1,716,507,815	29,610,278	-11.9%	Shares	Sole	2025-11-12
2025-06-30	$1,677,492,510	33,603,616	-7.0%	Shares	Sole	2025-08-11
2025-03-31	$1,195,009,938	36,124,847	-7.8%	Shares	Sole	2025-05-09
2024-12-31	$1,504,536,385	39,190,841	-9.3%	Shares	Sole	2025-02-10
2024-09-30	$1,443,876,266	43,191,034	-2.5%	Shares	Sole	2024-11-08
2024-06-30	$1,305,993,373	44,285,974	-3.2%	Shares	Sole	2024-08-09
2024-03-31	$1,309,349,925	45,765,464	+1.4%	Shares	Sole	2024-05-14
2023-12-31	$1,374,939,780	45,139,254	-2.1%	Shares	Sole	2024-02-09
2023-09-30	$1,243,789,890	46,100,384	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$1,302,960,358	47,140,474	-4.5%	Shares	Sole	2023-08-11
2023-03-31	$1,136,186,986	49,377,864	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$1,113,245,531	51,875,426	-3.8%	Shares	Sole	2023-02-13
2022-09-30	$898,232,492	53,915,664	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$784,345,175	54,204,896	-0.7%	Shares	Sole	2022-08-11
2022-03-31	$1,013,063,189	54,612,570	-0.7%	Shares	Sole	2022-05-11
2021-12-31	$1,008,505,621	55,019,450	-4.1%	Shares	Sole	2022-02-11
2021-09-30	$1,014,487,451	57,380,450	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$1,045,484,635	58,504,867	-3.1%	Shares	Sole	2021-08-10
2021-03-31	$1,105,158,165	60,358,352	-7.2%	Shares	Sole	2021-05-14
2020-12-31	$1,169,004,411	65,016,736	-6.3%	Shares	Sole	2021-02-08
2020-09-30	$773,220,796	69,409,206	-4.2%	Shares	Sole	2020-11-13
2020-06-30	$742,473,691	72,436,363	-3.5%	Shares	Sole	2020-08-13
2020-03-31	$629,097,752	75,071,286	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.