Position in JBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$553,886,627
+$65,331,890 QoQ
Shares Held
2,085,181
-2.7% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Derivatives in JBL
reported options exposure · as of Dec 31, 2025CallValue
$10,830,950
CallShares
47,500
PutValue
$5,358,470
PutShares
23,500
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, 2026GOLDMAN SACHS GROUP INC holds $4,594,895,104 across 35 Electronic Components names. JBL ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
11,406,674 | $1,441,233,258 | |
| 2 | GLW |
Corning Inc /Ny
|
7,972,197 | $1,083,979,622 | |
| 3 | JBL |
Jabil Inc
This page
|
2,085,181 | $553,886,627 | |
| 4 | TEL |
TE Connectivity plc
|
2,276,369 | $475,806,646 | |
| 5 | FN |
Fabrinet
|
424,104 | $221,178,716 | |
| 6 | CLS |
Celestica Inc
|
636,542 | $179,301,149 | |
| 7 | KN |
Knowles Corp
|
3,913,601 | $100,501,272 | |
| 8 | TTMI |
Ttm Technologies Inc
|
961,139 | $93,634,160 |
All Filings in JBL
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,886,627 | 2,085,181 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $488,554,737 | 2,142,596 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $10,830,950 | 47,500 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $5,358,470 | 23,500 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $5,103,495 | 23,500 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $5,103,495 | 23,500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $460,659,482 | 2,121,193 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,213,600 | 56,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $458,309,886 | 2,101,375 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $5,125,350 | 23,500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,197,645 | 23,500 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $3,197,645 | 23,500 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $278,135,515 | 2,044,062 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,317,000 | 30,000 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $287,704,017 | 1,999,333 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $291,977,176 | 2,436,595 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $294,509,541 | 2,707,138 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $244,988,252 | 1,828,953 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $203,544,685 | 1,597,682 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $176,998,479 | 1,394,897 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $147,730,158 | 1,368,759 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $123,676,665 | 1,402,866 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $121,792,445 | 1,785,813 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $97,647,627 | 1,692,040 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,951,101 | 38,100 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $86,265,856 | 1,684,551 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $98,364,038 | 1,593,456 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $109,301,738 | 1,553,685 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $92,678,600 | 1,587,778 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $92,018,024 | 1,583,242 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $102,568,518 | 1,966,421 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $87,240,043 | 2,051,259 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $81,161,048 | 2,368,974 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $66,069,977 | 2,059,538 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $52,968,400 | 2,154,939 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||