Expect Equity LLC

Position in ST — Sensata Technologies Holding plc

CIK 2007407 Pikesville, MD

Position in ST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,894,800

+$317,614 QoQ

Shares Held

39,690

-11.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#194

of 463 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Expect Equity LLC holds $7,933,132 across 3 Scientific & Technical Instruments names. ST ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKSI	Mks Inc	10,655	$4,739,344
2	ST	Sensata Technologies Holding plc This page	39,690	$1,894,800
3	ITRI	Itron, Inc.	15,012	$1,298,988

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,894,800	39,690	-11.4%	Shares	Sole	2026-08-14
2026-03-31	$1,577,186	44,781	—	Shares	Sole	2026-08-19
No filing history on record for this holder in this stock.