Position in FLEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,673,935
-$18,848,195 QoQ
Shares Held
422,761
-45.1% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holds $417,302,614 across 10 Electronic Components names. FLEX ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
1,120,367 | $141,558,370 | |
| 2 | TTMI |
Ttm Technologies Inc
|
1,293,432 | $126,006,145 | |
| 3 | OSIS |
Osi Systems Inc
|
161,492 | $42,877,740 | |
| 4 | FN |
Fabrinet
|
68,236 | $35,586,438 | |
| 5 | PLXS |
Plexus Corp
|
154,999 | $31,393,497 | |
| 6 | FLEX |
Flex Ltd.
This page
|
422,761 | $27,673,935 | |
| 7 | LFUS |
Littelfuse Inc /De
|
20,264 | $6,876,588 | |
| 8 | TEL |
TE Connectivity plc
|
9,831 | $2,054,875 |
All Filings in FLEX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,673,935 | 422,761 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,522,130 | 769,979 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||