Question 1

How many shares of LITE does SHELTON CAPITAL MANAGEMENT own?

Accepted Answer

As of 2026-Q2, SHELTON CAPITAL MANAGEMENT holds 7,935 shares of LITE (LUMENTUM HOLDINGS INC).

Question 2

What is SHELTON CAPITAL MANAGEMENT's LITE position worth?

Accepted Answer

As of 2026-Q2, SHELTON CAPITAL MANAGEMENT's LITE position is worth $6.8M.

Question 3

Is SHELTON CAPITAL MANAGEMENT buying or selling LITE?

Accepted Answer

In 2026-Q2, SHELTON CAPITAL MANAGEMENT increased their LITE position (+1999.2% change in shares).

Question 4

When did SHELTON CAPITAL MANAGEMENT first buy LITE?

Accepted Answer

Based on available 13F filings, SHELTON CAPITAL MANAGEMENT first reported a position in LITE in 2024-Q4. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7,935	+1999.2%	$6.8M	0.1%	$858.06	53
2026-Q1	Decreased	378	-83.8%	$265,643	0.0%	$694.43	0
2025-Q4	Decreased	2,328	-5.1%	$858,078	0.0%	$371.18	0
2025-Q3	Unchanged	2,454	0.0%	$399,290	0.0%	$162.58	0
2025-Q2	New	2,454	—	$233,277	0.0%	$94.75	32
2025-Q1	Exited	0	-100.0%	$0	0.0%	$62.58	0
2024-Q4	New	2,558	—	$214,744	0.0%	$83.84	32