CLSTechnologyElectronic Equipment

CELESTICA INC

Funds holding it
331
N-PORT 2026Q1
Superinvestors
1 of 36
13F 2026-03-31
Fund-held value
$6.39B
across 331 funds

The business

Celestica Inc. (NYSE: CLS) is a technology leader providing design, engineering, manufacturing, supply chain, and platform solutions for critical data center infrastructure serving artificial intelligence, cloud computing, and hybrid cloud markets. The company operates through two reportable segments: Connectivity and Cloud Solutions (CCS), which represented 74 percent of revenue in 2025, and Advanced Technology Solutions (ATS), representing 26 percent of revenue.

The CCS segment serves cloud-based service providers, hyperscalers, and data center customers with products including networking switches, optical systems, data center racks, servers, and storage systems. This segment includes the Hardware Platform Solutions business, which functions as an original design manufacturer providing customized technology platforms with hardware and software design capabilities. The ATS segment serves original equipment manufacturers across diversified markets including aerospace and defense, industrial automation, healthcare technology, and capital equipment manufacturing.

Celestica offers comprehensive services spanning the entire technology product lifecycle, including hardware design and development, new product introduction, engineering services, supply chain management and logistics, electronics manufacturing and assembly, complex mechanical assembly, precision machining, systems integration, testing, product licensing, and after-market services including IT asset management and disposition. The company maintains a global network of manufacturing sites and design centers strategically located across North America, Asia, and Europe, with approximately 75 percent of revenue produced in Asia.

Founded in 1996 following its separation from IBM, where it operated as a manufacturing unit for over 75 years, Celestica completed its initial public offering in 1998. The company serves industry-leading customers including Amazon, Meta, Google, Ciena, Dell, Hewlett-Packard Enterprise, IBM, Applied Materials, LAM Research, and Honeywell. The top ten customers represented 79 percent of total revenue in 2025. Celestica's competitive advantages include its Celestica Operating System, which standardizes practices across global sites, advanced manufacturing capabilities, supply chain expertise, and increasing capabilities in original design manufacturing and software solutions. The company website is www.celestica.com.

Sector
Technology
Industry
Electronic Equipment
HQ
TORONTO, A6
FY end
12/31
CIK
0001030894
SIC
3672

Ownership

Who holds CELESTICA INC · N-PORT 2026Q1 · 13F 2026-03-31

Top fund holders

Fund% of fundValue
Franklin Dynatech Fund
FKDNX · Franklin Custodian Funds
2.27%$563.36M
Fidelity Blue Chip Growth Fund
FBGRX · Fidelity Securities Fund
0.61%$546.91M
JPMorgan Large Cap Growth Fund
SEEGX · JPMorgan Trust II
0.44%$475.69M
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
VXUS · VANGUARD STAR FUNDS
0.08%$470.97M
VANGUARD DEVELOPED MARKETS INDEX FUND
VEA · VANGUARD TAX-MANAGED FUNDS
0.11%$312.52M

Superinvestors in CELESTICA INC

Stanley DruckenmillerNEW
Duquesne Family Office
0.3%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of CELESTICA INC's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

Sign in free