Position in PLXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,569,310
+$1,374,910 QoQ
Shares Held
18,523
-10.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#104
of 445 holders
Holding Since
Dec 2025
3 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, 2026Concentric Capital Strategies, LP holds $35,097,666 across 12 Electronic Components names. PLXS ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTMI |
Ttm Technologies Inc
|
30,026 | $5,615,462 | |
| 2 | JBL |
Jabil Inc
|
14,495 | $5,587,532 | |
| 3 | PLXS |
Plexus Corp
This page
|
18,523 | $5,569,310 | |
| 4 | FLEX |
Flex Ltd.
|
29,083 | $4,713,481 | |
| 5 | RAL |
Ralliant Corp
|
52,415 | $3,859,316 | |
| 6 | KN |
Knowles Corp
|
77,062 | $3,196,531 | |
| 7 | GLW |
Corning Inc /Ny
|
9,771 | $2,495,806 | |
| 8 | LFUS |
Littelfuse Inc /De
|
2,692 | $1,225,748 |
All Filings in PLXS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,569,310 | 18,523 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,194,400 | 20,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,643,706 | 51,998 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||