Question 1

How many shares of LITE does 1832 Asset Management L.P. own?

Accepted Answer

As of 2026-Q1, 1832 Asset Management L.P. holds 283,436 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is 1832 Asset Management L.P.'s LITE position worth?

Accepted Answer

As of 2026-Q1, 1832 Asset Management L.P.'s LITE position is worth $199.2M.

Question 3

Is 1832 Asset Management L.P. buying or selling LITE?

Accepted Answer

In 2026-Q1, 1832 Asset Management L.P. decreased their LITE position (-59.0% change in shares).

Question 4

When did 1832 Asset Management L.P. first buy LITE?

Accepted Answer

Based on available 13F filings, 1832 Asset Management L.P. first reported a position in LITE in 2024-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	283,436	-59.0%	$199.2M	0.2%	$694.43	0
2025-Q4	Increased	691,036	+17.7%	$254.7M	0.2%	$371.18	43
2025-Q3	Increased	587,000	+1216.1%	$95.5M	0.1%	$162.58	48
2025-Q2	New	44,600	—	$4.2M	0.0%	$94.75	37
2024-Q2	Exited	0	-100.0%	$0	0.0%	$50.92	0