Flex Ltd.

FLEX

交易所: Nasdaq
產業: Printed Circuit Boards
SEC CIK: 0000866374

SEC 申報列表（在新分頁開啟）

近 90 天，Flex Ltd. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,123 家機構在 13F 申報持有，市值合計 $561.2 億；第三點資本和Maverick 資本兩位大師持有。

2025 年第 2 季與 2025 年第 1 季比較

持有 Flex Ltd. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人 2025 年第 1 季全部持有人

FLEX 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目	2025 年第 1 季	其中尚未申報 2025 年第 2 季	2025 年第 2 季	變化
持有家數	584	7	648	+71
股數	3.76 億	18.1 萬	3.78 億	+231.2 萬 (+0.6%)
市值	$124.2 億	$600.2 萬	$188.6 億	+$64.4 億 (+51.9%)

7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（126 家）

2025 年第 2 季季末持有 Flex Ltd.、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 126 家。

2025 年第 2 季新進 FLEX 的機構
機構	股數	市值	佔組合 %
Cartenna Capital, LP	700,000	$3,494 萬	2.14%
Woodline Partners LP	624,745	$3,119 萬	0.16%
Los Angeles Capital Management LLC	593,880	$2,965 萬	0.11%
Healthcare of Ontario Pension Plan Trust Fund	430,165	$2,147 萬	0.04%
Voloridge Investment Management, LLC	349,835	$1,746 萬	0.06%
Van Eck Associates Corp	300,330	$1,499 萬	0.02%
LMR Partners LLP	300,000	$1,498 萬	0.23%
Hancock Whitney Corp	283,192	$1,414 萬	0.27%
Cinctive Capital Management LP	245,739	$1,227 萬	0.69%
Concentric Capital Strategies, LP	236,740	$1,182 萬	0.67%
Susquehanna International Group, LLP	225,955	$1,128 萬	0.02%
Treasurer of the State of North Carolina	178,050	$888.8 萬	0.03%
Police & Firemen's Retirement System of New Jersey	144,940	$723.5 萬	0.07%
Vise Technologies, Inc.	116,963	$583.9 萬	0.24%
Swiss Life Asset Management Ltd	104,429	$521.3 萬	0.03%
Boothbay Fund Management, LLC	96,742	$482.9 萬	0.15%
PDT Partners, LLC	77,624	$387.5 萬	0.22%
Crossmark Global Holdings, Inc.	75,261	$375.7 萬	0.06%
Hel Ved Capital Management Ltd	73,030	$364.6 萬	1.64%
Ardsley Advisory Partners LP	68,000	$339.5 萬	0.55%
Eventide Asset Management, LLC	64,639	$322.7 萬	0.06%
Caption Management, LLC	62,300	$311.0 萬	0.28%
Handelsbanken Fonder AB	61,200	$305.5 萬	0.01%
Sora Investors LLC	56,000	$279.6 萬	0.25%
Convergence Investment Partners, LLC	53,602	$267.6 萬	0.68%
State Board of Administration of Florida Retirement System	52,643	$262.8 萬	0.00%
Gendell Jeffrey L	50,000	$249.6 萬	0.07%
Board of the Pension Protection Fund	47,500	$237.1 萬	2.56%
D. E. Shaw & Co., Inc.	40,494	$202.1 萬	0.00%
STRS Ohio	37,974	$189.6 萬	0.01%
Parallax Volatility Advisers, L.P.	37,829	$188.8 萬	0.08%
Redhawk Wealth Advisors, Inc.	32,859	$164.0 萬	0.21%
Daymark Wealth Partners, LLC	27,403	$136.8 萬	0.05%
CWM Advisors, LLC	18,537	$92.5 萬	0.10%
Maryland State Retirement & Pension System	18,526	$92.5 萬	0.02%
Callan Family Office, LLC	16,565	$82.7 萬	0.03%
DRW Securities, LLC	16,421	$82.0 萬	0.06%
CenterBook Partners LP	14,839	$74.1 萬	0.04%
Entropy Technologies, LP	14,750	$73.6 萬	0.06%
Wolverine Trading, LLC	14,501	$72.3 萬	0.02%
SummitTX Capital, L.P.	14,443	$72.1 萬	0.03%
Wetherby Asset Management Inc	14,234	$71.1 萬	0.03%
Nkcfo LLC	13,500	$67.4 萬	0.28%
Atria Wealth Solutions, Inc.	12,787	$65.0 萬	0.01%
Financiere des Professionnels - Fonds d,investissement inc.	12,476	$62.3 萬	0.04%
Arkadios Wealth Advisors	12,147	$60.6 萬	0.02%
HAP Trading, LLC	11,192	$55.9 萬	0.24%
Voleon Capital Management LP	10,273	$51.3 萬	0.03%
Global Retirement Partners, LLC	10,098	$50.4 萬	0.01%
Polymer Capital Management (HK) LTD	9,865	$49.2 萬	0.08%
D.A. Davidson & Co.	9,797	$48.9 萬	0.00%
Pekin Hardy Strauss, Inc.	7,850	$39.2 萬	0.04%
Merit Financial Group, LLC	7,293	$36.4 萬	0.00%
Staley Capital Advisers Inc	7,243	$36.2 萬	0.02%
Brendel Financial Advisors LLC	7,211	$36.0 萬	0.20%
Hilltop National Bank	7,039	$35.1 萬	0.09%
Counterpoint Mutual Funds LLC	6,993	$34.9 萬	0.03%
CIBC World Markets Inc.	6,949	$34.7 萬	0.00%
Chesley Taft & Associates LLC	6,446	$32.2 萬	0.01%
Old National Bancorp	6,187	$30.9 萬	0.01%
Koshinski Asset Management, Inc.	6,059	$30.2 萬	0.02%
Triangle Securities Wealth Management	5,929	$29.6 萬	0.07%
Teza Capital Management LLC	5,909	$29.5 萬	0.22%
Pallas Capital Advisors LLC	5,894	$29.4 萬	0.01%
HBK Sorce Advisory LLC	5,742	$28.7 萬	0.01%
Kovitz Investment Group Partners, LLC	5,742	$28.7 萬	0.00%
Linden Thomas Advisory Services, LLC	5,714	$28.5 萬	0.03%
Quantum Financial Advisors, LLC	5,496	$27.4 萬	0.04%
American Trust	5,480	$27.4 萬	0.03%
Sather Financial Group Inc	5,405	$27.0 萬	0.02%
Ifrah Financial Services, Inc.	5,357	$26.7 萬	0.07%
MONECO Advisors, LLC	5,277	$26.3 萬	0.02%
QRG Capital Management, Inc.	5,242	$26.2 萬	0.00%
Fullcircle Wealth LLC	5,000	$25.5 萬	0.10%
Sanders Morris Harris LLC	5,100	$25.5 萬	0.06%
Semper Augustus Investments Group LLC大師Semper Augustus	5,090	$25.4 萬	0.04%
Concurrent Investment Advisors, LLC	5,035	$25.1 萬	0.00%
Dakota Wealth Management	5,023	$25.1 萬	0.01%
Brave Asset Management Inc	5,000	$25.0 萬	0.07%
Hilltop Holdings Inc.	4,946	$24.7 萬	0.02%
DGS Capital Management, LLC	4,935	$24.6 萬	0.05%
West Michigan Advisors, LLC	4,725	$23.6 萬	0.07%
Hutchens & Kramer Investment Management Group, LLC	4,807	$23.3 萬	0.11%
Catalytic Wealth RIA, LLC	4,625	$23.1 萬	0.02%
Pensionmark Financial Group, LLC	4,613	$23.0 萬	0.01%
DnB Asset Management AS	4,596	$22.9 萬	0.00%
Fundamentun, LLC	4,540	$22.7 萬	0.01%
Welch & Forbes LLC	4,508	$22.5 萬	0.00%
Everpar Advisors LLC	4,450	$22.2 萬	0.10%
Dorsey & Whitney Trust CO LLC	4,148	$20.7 萬	0.01%
BNC Wealth Management, LLC	4,113	$20.5 萬	0.06%
King Luther Capital Management Corp	4,044	$20.2 萬	0.00%
MOKAN Wealth Management Inc.	4,031	$20.1 萬	0.11%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	3,844	$19.2 萬	0.00%
Traub Capital Management LLC	3,000	$15.0 萬	0.14%
Castleark Management LLC	2,710	$13.5 萬	0.00%
Group One Trading, L.P.	1,812	$9.05 萬	0.00%
Trust Co of Toledo NA	1,139	$5.69 萬	0.01%
Rexford Capital Inc	1,136	$5.67 萬	0.05%
Wexford Capital LP	1,104	$5.51 萬	0.02%

清倉機構（55 家）

2025 年第 1 季季末持有 Flex Ltd.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 FLEX 的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Westfield Capital Management Co LP	2,873,012	$9,504 萬
Merewether Investment Management, LP	456,036	$1,509 萬
Corebridge Financial, Inc.	420,574	$1,391 萬
Duquesne Family Office LLC大師杜肯家族辦公室	348,900	$1,154 萬
Aquatic Capital Management LLC	301,254	$996.5 萬
PGGM Investments	240,597	$795.9 萬
Marietta Investment Partners LLC	216,362	$715.7 萬
Engineers Gate Manager LP	182,899	$605.0 萬
Qsemble Capital Management, LP	115,430	$381.8 萬
Soviero Asset Management, LP	100,000	$330.8 萬
Jump Financial, LLC	87,130	$288.2 萬
Cyndeo Wealth Partners, LLC	85,259	$282.0 萬
XTX Topco Ltd	80,863	$267.5 萬
Maxi Investments CY Ltd	65,493	$216.7 萬
Dark Forest Capital Management LP	60,244	$199.3 萬
Occudo Quantitative Strategies LP	45,654	$151.5 萬
Y-Intercept (Hong Kong) Ltd	37,681	$124.6 萬
Ontario Teachers Pension Plan Board	36,414	$120.5 萬
Campbell & CO Investment Adviser LLC	35,653	$117.9 萬
Mackenzie Financial Corp	34,120	$112.9 萬
LM Advisors LLC	30,430	$100.7 萬
Williamson Legacy Group, LLC	30,296	$100.2 萬
Bayesian Capital Management, LP	29,098	$96.3 萬
Aster Capital Management (DIFC) Ltd	25,332	$96.0 萬
Harvest Investment Services, LLC	27,709	$91.7 萬
Two Sigma Advisers, LP	26,800	$88.7 萬
PEAK6 LLC	26,772	$88.6 萬
United Services Automobile Association	25,573	$84.9 萬
Marshall Wace, LLP	23,377	$77.3 萬
Winnow Wealth LLC	21,450	$71.0 萬
Virtu Financial LLC	19,697	$65.2 萬
Foundations Investment Advisors, LLC	18,734	$62.0 萬
Sax Wealth Advisors, LLC	16,414	$54.3 萬
Mirabella Financial Services LLP	13,657	$45.6 萬
Toroso Investments, LLC	12,860	$42.5 萬
Allspring Global Investments Holdings, LLC	12,447	$41.5 萬
MQS Management LLC	11,022	$36.5 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	10,986	$36.3 萬
PharVision Advisers, LLC	10,835	$35.8 萬
CSS LLC	9,339	$30.9 萬
L & S Advisors Inc	–	$30.0 萬
Advisory Services Network, LLC	8,303	$27.5 萬
Farmers & Merchants Trust Co of Chambersburg PA	2,515	$8.30 萬
Flaharty Asset Management, LLC	2,000	$6.62 萬
Wayfinding Financial, LLC	657	$2.10 萬
Hexagon Capital Partners LLC	631	$2.09 萬
Mather Group, LLC.	340	$1.12 萬
Provenance Wealth Advisors, LLC	100	$3,308
Dunhill Financial, LLC	97	$3,209
BankPlus Trust Department	80	$2,646
Global Financial Private Client, LLC	69	$2,283
Bogart Wealth, LLC	50	$1,654
Parvin Asset Management, LLC	44	$1,456
CVA Family Office, LLC	17	$562
Halbert Hargrove Global Advisors, LLC	15	$497

尚未申報 2025 年第 2 季的機構（7 家）

2025 年第 1 季季末持有 Flex Ltd.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 FLEX、尚未申報 2025 年第 2 季的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Orion Portfolio Solutions, LLC	109,428	$362.0 萬
Credit Agricole S A	42,034	$139.0 萬
Schechter Investment Advisors, LLC	14,600	$48.3 萬
CAPROCK Group, Inc.	8,628	$28.5 萬
Lindbrook Capital, LLC	5,938	$19.6 萬
Financial Network Wealth Management LLC	800	$2.60 萬
Sofos Investments, Inc.	31	$1,025