Position in PLXS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,641,800
+$2,096,600 QoQ
Shares Held
22,090
-1.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#100
of 446 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $84,807,710 across 15 Electronic Components names. PLXS ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICR |
Vicor Corp
|
39,729 | $15,088,279 | |
| 2 | TTMI |
Ttm Technologies Inc
|
47,850 | $8,948,907 | |
| 3 | ALNT |
Allient Inc
|
83,936 | $8,639,532 | |
| 4 | SANM |
Sanmina Corp
|
28,584 | $7,234,038 | |
| 5 | KN |
Knowles Corp
|
164,928 | $6,841,213 | |
| 6 | PLXS |
Plexus Corp
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|
22,090 | $6,641,800 | |
| 7 | LPTH |
Lightpath Technologies Inc
|
398,559 | $6,516,439 | |
| 8 | BELFA |
Bel Fuse Inc /Nj
|
18,924 | $6,302,448 |
All Filings in PLXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,641,800 | 22,090 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||