Question 1

Does &Partners own LITE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, &Partners holds 8,353 shares of LITE (Lumentum Holdings), worth $7M.

Question 2

How many shares of LITE does &Partners own?

Accepted Answer

As of its Q2 2026 13F, &Partners holds 8,353 shares of LITE (Lumentum Holdings).

Question 3

What is &Partners' LITE position worth?

Accepted Answer

As of its Q2 2026 13F, &Partners' LITE position is worth $7M.

Question 4

Is &Partners buying or selling LITE?

Accepted Answer

In Q2 2026, &Partners increased its LITE position by 791 shares (+10.5%).

Question 5

When did &Partners first buy LITE?

Accepted Answer

&Partners first reported LITE in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	8,353	+10.5%	$7M	0.0%	$858.06	30
2026-Q1	Increased	7,562	+4.4%	$5.4M	0.0%	$702.76	28
2025-Q4	Decreased	7,241	-22.9%	$2.7M	0.0%	$368.59	0
2025-Q3	Decreased	9,394	-9.6%	$1.5M	0.0%	$162.71	0
2025-Q2	Increased	10,396	+11.5%	$988,244	0.0%	$95.06	28
2025-Q1	Increased	9,325	+120.7%	$590,755	0.0%	$62.34	39
2024-Q4	New	4,225	—	$377,504	0.0%	$83.95	33