Tairen Capital’s Celestica CLS Stock Holding History

Tairen Capital’s Portfolio CLS Stock Details CLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.4M	Buy	+108,000	New	+$40.5M	3.48%	10
2026 Q1	–	Sell	-86,100	Closed	-$25.5M	–	50
2025 Q4	$25.5M	Buy	86,100 +84,870	+6,900%	+$25.6M	2.65%	9
2025 Q3	$303K	Sell	1,230 -11,270	-90%	-$2.27M	0.03%	63
2025 Q2	$1.95M	Sell	12,500 -17,500	-58%	-$1.86M	0.2%	60
2025 Q1	$2.36M	Buy	+30,000	New	+$3.18M	0.16%	75

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tairen Capital's CLS Position: Q2 2026 in Review

Tairen Capital opened a new position in Celestica (CLS) in Q2 2026: 108,000 shares worth $39.4M. The stake represents 3.48% of the portfolio and ranks #10 among its holdings. This is a return to the name: Tairen Capital previously reported a position in CLS as recently as Q4 2025.

Tairen Capital first reported a position in CLS in Q1 2025 and has held it in 5 quarters since. 874 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Tairen Capital held 108,000 shares of Celestica worth $39.4M as of Q2 2026.
Celestica was a new Tairen Capital position in Q2 2026.
Celestica made up 3.48% of Tairen Capital's portfolio in Q2 2026, its #10 holding.
Tairen Capital first reported a position in Celestica in Q1 2025 and has held it in 5 quarters since.
874 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.