Position in PLXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,698,638
+$7,993,124 QoQ
Shares Held
58,864
+22.8% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#60
of 446 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $275,843,789 across 14 Electronic Components names. PLXS ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 2 | FLEX |
Flex Ltd.
|
537,319 | $87,083,290 | |
| 3 | FN |
Fabrinet
|
45,847 | $25,769,681 | |
| 4 | PLXS |
Plexus Corp
This page
|
58,864 | $17,698,638 | |
| 5 | JBL |
Jabil Inc
|
24,729 | $9,532,534 | |
| 6 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 7 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 | |
| 8 | BHE |
Benchmark Electronics Inc
|
58,578 | $5,779,891 |
All Filings in PLXS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,698,638 | 58,864 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,705,514 | 47,919 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,343,802 | 70,366 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $12,509,318 | 86,456 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $3,687,478 | 26,973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $252,894 | 2,451 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,031,423 | 21,424 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,207,717 | 12,989 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,263,464 | 12,275 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $420,112 | 4,798 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $393,128 | 5,008 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,425,866 | 17,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $624,339 | 6,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $549,692 | 6,148 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,117,761 | 12,228 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $706,984 | 7,698 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $866,418 | 12,267 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $611,543 | 8,667 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $918,135 | 16,828 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||