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FLEX LTD

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.

Filer13FScoreThis quarterSharesValue% of their book
Daniel Loeb / Third Point39New buy1,030,000$166,932,1003.6%
Louis Bacon / Moore53Added +276%155,031$25,125,8740.4%
Steve Cohen / Point7276Added +2649%1,330,470$215,629,2730.2%
Paul Tudor Jones / Tudor63Added +1%103,230$16,730,4860.0%
Ancora40Holds (flat)12,210$1,978,8750.0%
Bridgewater56Trimmed -39%34,390$5,573,5870.0%

Beyond 13F — activists, insiders, politicians & research

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4 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,004 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

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
DateTweet
2026-09-30T04:21:25Bro, $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

Citrini Research coverage report library →

ReportDateStance
#112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade?2025-11-27WATCH
#91 — Market Memo: Seeing the Stag2025-04-03SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.