Sector: —
Flex is a global contract manufacturer providing electronics manufacturing services, design, and supply-chain solutions across industries including healthcare, automotive, industrial, and cloud infrastructure.
6 tracked filer(s) hold this · 1 opened, 3 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 54 — mean of 6 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Daniel Loeb / Third Point | 39 | New buy | 1,030,000 | $166,932,100 | 3.6% |
| Louis Bacon / Moore | 53 | Added +276% | 155,031 | $25,125,874 | 0.4% |
| Steve Cohen / Point72 | 76 | Added +2649% | 1,330,470 | $215,629,273 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Added +1% | 103,230 | $16,730,486 | 0.0% |
| Ancora | 40 | Holds (flat) | 12,210 | $1,978,875 | 0.0% |
| Bridgewater | 56 | Trimmed -39% | 34,390 | $5,573,587 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,004 - $15,000 | PTR |
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-09-30 · last 2026-09-30
“Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
- $FLEX
- $STM
- $CBRS
- $GNRC
- $FN
- TD SYNNEX
- $QCOM
- Gold Circuit Electronics
And others…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-09-30T04:21:25 | Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
… → · 1546 likes · 350,015 views |
| Report | Date | Stance |
|---|
| #112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade? | 2025-11-27 | WATCH |
| #91 — Market Memo: Seeing the Stag | 2025-04-03 | SHORT |