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Livermore
Livermore
ZHEN

Lyrical Asset Management LP

SEC CIK
0001542302
Latest filing
Aug 12, 2026

FLEX holding history

Flex Ltd. in every 13F filed by Lyrical Asset Management LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FLEX overviewAll 13F holders of FLEXFull Q2 2026 holdings

Shares (Q2 2026)
4,635,010
Value
$751.2M
% of portfolio
9.5%
Quarters held
22
Since Q1 2021
Holdings of FLEX by Lyrical Asset Management LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,635,010$751.2M9.5%−2,325,971−33.4%ReducedHolders
Q1 20266,960,981$455.7M7.0%−576,397−7.6%ReducedHolders
Q4 20257,537,378$455.4M6.4%−613,110−7.5%ReducedHolders
Q3 20258,150,488$472.5M6.7%+178,122+2.2%AddedHolders
Q2 20257,972,366$398.0M5.7%−632,703−7.4%ReducedHolders
Q1 20258,605,069$284.7M4.3%−128,543−1.5%ReducedHolders
Q4 20248,733,612$335.3M5.0%−106,702−1.2%ReducedHolders
Q3 20248,840,314$295.5M4.3%−426,619−4.6%ReducedHolders
Q2 20249,266,933$273.3M4.4%−234,453−2.5%ReducedHolders
Q1 20249,501,386$271.8M4.0%+58,423+0.6%AddedHolders
Q4 20239,442,963$209.2M3.4%−439,446−4.4%ReducedHolders
Q3 20239,882,409$266.6M5.0%−13,167−0.1%ReducedHolders
Q2 20239,895,576$273.5M5.1%−425,930−4.1%ReducedHolders
Q1 202310,321,506$237.5M4.6%−488,254−4.5%ReducedHolders
Q4 202210,809,760$180.1M3.8%−491,909−4.4%ReducedHolders
Q3 202211,301,669$188.3M3.9%−1,630,609−12.6%ReducedHolders
Q2 202212,932,278$187.1M3.3%−814,133−5.9%ReducedHolders
Q1 202213,746,411$255.0M3.5%+162,876+1.2%AddedHolders
Q4 202113,583,535$249.0M3.3%−928,620−6.4%ReducedHolders
Q3 202114,512,155$256.6M3.3%−440,981−2.9%ReducedHolders
Q2 202114,953,136$267.2M3.2%−1,424,962−8.7%ReducedHolders
Q1 202116,378,098$299.9M3.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.