Position in PLXS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,545,200
+$1,885,695 QoQ
Shares Held
22,441
-13.1% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 21.367140501760172.ToString("F0")%
Shared 0.ToString("F0")%
None 78.63285949823982.ToString("F0")%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $40,704,453 across 8 Electronic Components names. PLXS ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTMI |
Ttm Technologies Inc
|
95,222 | $9,276,527 | |
| 2 | FN |
Fabrinet
|
16,764 | $8,742,761 | |
| 3 | VICR |
Vicor Corp
|
46,108 | $7,423,388 | |
| 4 | PLXS |
Plexus Corp
This page
|
22,441 | $4,545,200 | |
| 5 | LPTH |
Lightpath Technologies Inc
|
428,086 | $4,293,702 | |
| 6 | LFUS |
Littelfuse Inc /De
|
12,451 | $4,225,246 | |
| 7 | ALNT |
Allient Inc
|
27,484 | $1,624,029 | |
| 8 | CPSH |
Cps Technologies Corp/De/
|
153,369 | $573,600 |
All Filings in PLXS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,545,200 | 22,441 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $2,659,505 | 25,838 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||