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Which hedge funds own FLEX? FLEX LTD, Q2 2026 13F holders

TechnologyElectronic Components

104 tracked hedge funds disclosed a position in FLEX (FLEX LTD) in their Q2 2026 13F filings, worth $3.7bn in total. The largest holder by portfolio weight is Blue Door Asset Management, LLC at 29.7% of its book. 60 opened a new position this quarter: Incline Global Management LLC, Corsair Capital Management, L.P., Sycale Advisors (NY) LLC, Third Point LLC. 17 exited: Sunstone Asset Management, LP, KADENSA CAPITAL Ltd, Praxis Capital Management LLC.

104
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
60
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.
$1.4bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$73.3m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$3.7bn
Combined value
Sum of the holders' reported positions in the security.
8.4%
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

104 rows
Blue Door Asset Management, LLC Hedge fund29.7%$57.8m356,399−15%reduced
Electron Capital Partners, LLC Hedge fund11.2%$280m1.73m+116%added
Park West Asset Management LLC Hedge fund6.3%$92.1m568,497−43%reduced
Ionic Capital Management LLC Hedge fund6.1%$6.5m40,253−20%reduced
Incline Global Management LLC Hedge fund5.8%$20.8m128,314–new
Shannon River Fund Management LLC Hedge fund5.5%$61.6m379,834+22%added
Corsair Capital Management, L.P. Hedge fund5.4%$43.2m266,449–new
Brant Point Investment Management LLC Hedge fund4.9%$22.0m136,041−25%reduced
Oribel Capital Management, LP Hedge fund4.9%$58.8m362,500−12%reduced
Soviero Asset Management, LP Hedge fund4.6%$9.6m59,000−23%reduced
Sycale Advisors (NY) LLC Hedge fund3.9%$8.7m53,780–new
Third Point LLC Hedge fund3.6%$167m1.03m–new
AYAL Capital Advisors Ltd Hedge fund3.0%$5.8m36,000–new
Iridian Asset Management LLC Hedge fund3.0%$8.7m53,467−27%reduced
Alight Capital Management LP Hedge fund2.6%$16.2m100,000−61%reduced
Senator Investment Group LP Hedge fund2.4%$67.0m413,438–new
Maytus Capital Management, LLC Hedge fund2.4%$15.2m93,991–new
Marathon Partners Equity Management, LLC Hedge fund2.0%$2.0m12,5000.0%held
Thames Capital Management LLC Hedge fund2.0%$24.2m149,474–new
Kingdon Capital Management, L.L.C. Hedge fund2.0%$14.6m90,000−49%reduced
Intrinsic Edge Capital Management LLC Hedge fund1.8%$14.6m90,0000.0%held
KR Capital LP Hedge fund1.6%$16.2m100,042–new
Arosa Capital Management LP Hedge fund1.4%$1.6m10,000–new
Kinetic Partners Management, LP Hedge fund1.4%$57.4m354,000–new
SIR Capital Management, L.P. Hedge fund1.4%$11.8m72,900–new
Owl Creek Asset Management, L.P. Hedge fund1.3%$14.7m90,918–new
Summit Partners Public Asset Management, LLC Hedge fund1.3%$49.4m304,618–new
Capelight Capital Asset Management LP Hedge fund1.2%$2.4m15,000–new
Pinnbrook Capital Management LP Hedge fund1.2%$7.1m43,700–new
Polar Capital Holdings Plc Hedge fund1.1%$404m2.49m−31%reduced
SG Capital Management LLC Hedge fund1.1%$11.9m73,434−64%reduced
FORA Capital, LLC Hedge fund0.9%$13.4m82,478–new
Occudo Quantitative Strategies LP Hedge fund0.9%$17.0m104,707–new
Merewether Investment Management, LP Hedge fund0.8%$44.7m275,600–new
Prescott Group Capital Management, L.L.C. Hedge fund0.8%$9.7m60,000−29%reduced
Telemark Asset Management, LLC Hedge fund0.6%$8.1m50,000–new
Moore Capital Management, LP Hedge fund0.6%$25.1m155,031+276%added
Voloridge Investment Management, LLC Hedge fund0.6%$134m828,182−11%reduced
Holocene Advisors, LP Hedge fund0.5%$234m1.44m+531%added
Catalyst Funds Management Pty Ltd Hedge fund0.4%$8.0m49,312–new
SummitTX Capital, L.P. Hedge fund0.4%$16.4m101,055−18%reduced
Aquatic Capital Management LLC Hedge fund0.4%$12.2m75,026–new
Ardsley Advisory Partners LP Hedge fund0.3%$3.1m19,000–new
Qsemble Capital Management, LP Hedge fund0.3%$2.5m15,287–new
Point72 Asset Management, L.P. Hedge fund0.3%$207m1.28m–new
CenterBook Partners LP Hedge fund0.3%$6.1m37,714+552%added
FNY Investment Advisers, LLC Hedge fund0.3%$810k5,000–new
Concentric Capital Strategies, LP Hedge fund0.3%$4.7m29,083−56%reduced
Voleon Capital Management LP Hedge fund0.3%$15.8m97,734+503%added
Qube Research & Technologies Ltd Hedge fund0.3%$255m1.58m–new