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Equibles

MORGAN STANLEY

Position in PLXS — Plexus Corp

CIK 895421 NEW YORK, NY
Back to PLXS Full portfolio

Position in PLXS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$104,851,140
+$18,176,787 QoQ
Shares Held
348,725
-18.5% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in PLXS Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $15,344,812,406 across 39 Electronic Components names. PLXS ranks #12 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
 82,316,920 $7,257,059,667
2 GLW
Corning Inc /Ny
 15,134,070 $3,865,695,490
3 JBL
Jabil Inc
 2,106,748 $812,109,211
4 TEL
TE Connectivity plc
 3,619,856 $729,799,158
5 CLS
Celestica Inc
 1,393,339 $508,290,063
6 FLEX
Flex Ltd.
 2,633,884 $426,873,572
7 FN
Fabrinet
 569,289 $319,985,956
8 SANM
Sanmina Corp
 881,557 $223,104,441

All Filings in PLXS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $104,851,140 348,725
2026-03-31 $86,674,353 427,937
2025-12-31 $73,852,359 502,397
2025-09-30 $73,141,511 505,505
2025-06-30 $71,909,683 531,444
2025-03-31 $59,891,928 467,431
2024-12-31 $64,644,697 413,118
2024-09-30 $57,990,326 424,185
2024-06-30 $40,455,324 392,085
2024-03-31 $40,469,076 426,799
2023-12-31 $47,138,079 435,939
2023-09-30 $37,028,162 398,238
2023-06-30 $40,019,433 407,364
2023-03-31 $34,175,545 350,267
2022-12-31 $25,027,117 243,147
2022-09-30 $18,180,253 207,632
2022-06-30 $15,916,265 202,755
2022-03-31 $8,211,758 100,376
2021-12-31 $11,712,673 122,147
2021-09-30 $10,903,366 121,948
2021-06-30 $12,438,154 136,070
2021-03-31 $7,753,496 84,424
2020-12-31 $12,829,409 164,038
2020-09-30 $9,527,702 134,896
2020-06-30 $6,571,038 93,127
2020-03-31 $5,604,127 102,715