Position in FLEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,273,253
+$245,551,182 QoQ
Shares Held
1,815,717
+143.9% QoQ
Ownership
0.492%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 1,100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$40,650,660
PutShares
621,000
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, 2026GOLDMAN SACHS GROUP INC holds $5,698,882,923 across 34 Electronic Components names. FLEX ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
8,843,159 | $2,258,808,099 | |
| 2 | JBL |
Jabil Inc
|
2,093,945 | $807,173,915 | |
| 3 | TEL |
TE Connectivity plc
|
2,936,281 | $591,983,610 | |
| 4 | CLS |
Celestica Inc
|
1,040,218 | $379,471,525 | |
| 5 | FLEX |
Flex Ltd.
This page
|
1,815,717 | $294,273,253 | |
| 6 | TTMI |
Ttm Technologies Inc
|
1,122,923 | $210,009,058 | |
| 7 | FN |
Fabrinet
|
367,045 | $206,308,652 | |
| 8 | KN |
Knowles Corp
|
4,528,077 | $187,824,632 |
All Filings in FLEX
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,273,253 | 1,815,717 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,650,660 | 621,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $48,722,071 | 744,303 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,073,384 | 928,060 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $55,743,777 | 961,597 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,886,332 | 758,941 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,313,851 | 1,279,137 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $41,004,011 | 1,068,091 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $37,377,144 | 1,118,072 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,262,477 | 1,636,571 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $38,805,315 | 1,356,355 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $39,470,134 | 1,295,804 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $60,825,215 | 2,254,453 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $63,175,528 | 2,285,660 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $48,248,179 | 2,096,831 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $51,848,380 | 2,416,050 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $15,788,106 | 735,700 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $39,739,304 | 2,385,319 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $44,496,193 | 3,075,064 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $39,573,419 | 2,133,338 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,618,319 | 2,270,505 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $36,813,282 | 2,082,197 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $9,331,737 | 522,200 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $45,681,464 | 2,556,315 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,236,492 | 2,142,906 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $1,830,994 | 100,000 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $7,192,021 | 400,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $1,798,005 | 100,000 | Put | Defined | 2021-02-12 | |
| 2020-12-31 | $45,973,774 | 2,556,932 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,192,401 | 2,530,729 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $1,114,003 | 100,000 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $13,848,546 | 1,351,076 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $1,025,001 | 100,000 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $838,000 | 100,000 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $13,345,677 | 1,592,562 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||