Question 1

How many shares of LITE does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 8,353 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is &PARTNERS's LITE position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's LITE position is worth $7M.

Question 3

Is &PARTNERS buying or selling LITE?

Accepted Answer

In 2026-Q2, &PARTNERS increased their LITE position (+10.5% change in shares).

Question 4

When did &PARTNERS first buy LITE?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in LITE in 2024-Q4. They have held the position across 7 quarters.

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%	$694.43	28
2025-Q4	Decreased	7,241	-22.9%	$2.7M	0.0%	$371.18	0
2025-Q3	Decreased	9,394	-9.6%	$1.5M	0.0%	$162.58	0
2025-Q2	Increased	10,396	+11.5%	$988,244	0.0%	$94.75	28
2025-Q1	Increased	9,325	+120.7%	$590,755	0.0%	$62.58	39
2024-Q4	New	4,225	—	$377,504	0.0%	$83.84	33