Which hedge funds own CLS? CELESTICA INC, Q2 2026 13F holders
85 tracked hedge funds disclosed a position in CLS (CELESTICA INC) in their Q2 2026 13F filings, worth $5.0bn in total. The largest holder by portfolio weight is Scalar Gauge Management, LLC at 9.3% of its book. 22 opened a new position this quarter: Soma Equity Partners LP, Tairen Capital Ltd, Spark Investment Management LLC, Long Corridor Asset Management Ltd. 17 exited: Grand Alliance Asset Management Ltd, Think Investments LP, Rivermont Capital Management LP.
- 85
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 22
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $255m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $770m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $5.0bn
- Combined value Sum of the holders' reported positions in the security.
- 6.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Grand Alliance Asset Management Ltd | 15.2% | $25.1m |
| Think Investments LP | 5.1% | $38.1m |
| Rivermont Capital Management LP | 4.4% | $20.9m |
| Kinetic Partners Management, LP | 1.9% | $34.6m |
| Maytus Capital Management, LLC | 1.6% | $9.2m |
| D1 Capital Partners L.P. | 1.4% | $153m |
| Sunstone Asset Management, LP | 1.3% | $1.1m |
| Viking Global Investors LP | 1.3% | $466m |
| Duquesne Family Office LLC | 0.3% | $9.4m |
| Alpine Woods Capital Investors, LLC | 0.1% | $563k |
| Rokos Capital Management LLP | 0.07% | $4.0m |
| ExodusPoint Capital Management, LP | 0.06% | $5.5m |
| Weiss Asset Management LP | 0.02% | $902k |
| Caxton Associates LLP | 0.02% | $704k |
| Caption Management, LLC | 0.02% | $326k |
| Brevan Howard Capital Management LP | 0.0% | $365k |
| Elequin Capital, LP | 0.0% | $16.3k |
Ownership over time
Who discovered CLS first? Beta
The run: Q3 2024 → Q2 2026, +614%
| Seldon Capital LP high conviction | Q4 2023 | 6.7% | +26.6 pts |
| Whale Rock Capital Management LLC high conviction | Q4 2023 | 6.1% | +23.3 pts |
| SG Capital Management LLC high conviction | Q3 2023 | 7.7% | +23.2 pts |
| G2 Investment Partners Management LLC high conviction | Q3 2023 | 4.5% | +16.5 pts |
| Apis Capital Advisors, LLC high conviction | Q4 2023 | 6.5% | +15.2 pts |
| Intrinsic Edge Capital Management LLC | Q3 2023 | 3.3% | +12.0 pts |
| Value Aligned Research Advisors, LLC high conviction | Q3 2024 | 1.0% | +11.0 pts |
| Ardsley Advisory Partners LP high conviction | Q3 2023 | 2.9% | +10.8 pts |
| CastleKnight Management LP | Q1 2024 | 2.7% | +7.7 pts |
| AYAL Capital Advisors Ltd high conviction | Q2 2024 | 4.7% | +7.0 pts |
| Shannon River Fund Management LLC high conviction | Q3 2023 | 4.3% | +3.0 pts |
| Light Street Capital Management, LLC high conviction | Q2 2024 | 3.2% | +1.9 pts |
| Polymer Capital Management (HK) LTD | Q1 2024 | 0.05% | +1.2 pts |
| Pinnbrook Capital Management LP | Q4 2024 | – | +1.1 pts |
| TradeLink Capital LLC | Q4 2024 | – | −0.4 pts |
| Analog Century Management LP | Q2 2024 | 4.2% | −0.5 pts |
| Kerrisdale Advisers, LLC | Q3 2024 | 1.2% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.