Position in TEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$408,903,990
+$55,058,213 QoQ
Shares Held
2,028,193
+19.8% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#29
of 1,264 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Derivatives in TEL
reported options exposure · as of Jun 30, 2026CallValue
$1,673,363
CallShares
8,300
PutValue
$1,552,397
PutShares
7,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $941,784,524 across 31 Electronic Components names. TEL ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
This page
|
2,028,193 | $408,903,990 | |
| 2 | FN |
Fabrinet
|
195,083 | $109,652,252 | |
| 3 | TTMI |
Ttm Technologies Inc
|
461,830 | $86,371,446 | |
| 4 | CLS |
Celestica Inc
|
147,323 | $53,743,430 | |
| 5 | ROG |
Rogers Corp
|
300,059 | $49,128,660 | |
| 6 | BHE |
Benchmark Electronics Inc
|
490,220 | $48,370,007 | |
| 7 | RAL |
Ralliant Corp
|
597,415 | $43,987,666 | |
| 8 | JBL |
Jabil Inc
|
59,500 | $22,936,060 |
All Filings in TEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,363 | 8,300 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $408,903,990 | 2,028,193 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,552,397 | 7,700 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $606,158 | 2,900 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $418,040 | 2,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $353,845,777 | 1,692,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,935,497 | 122,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $68,674,472 | 312,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,605 | 1,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,935,357 | 20,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,382,813 | 23,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $73,308,513 | 485,519 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||