Question 1

Does Balyasny Asset Management own LITE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Balyasny Asset Management holds 154,180 shares of LITE (Lumentum), worth $132.3M.

Question 2

How many shares of LITE does Balyasny Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Balyasny Asset Management holds 154,180 shares of LITE (Lumentum).

Question 3

What is Balyasny Asset Management's LITE position worth?

Accepted Answer

As of its Q2 2026 13F, Balyasny Asset Management's LITE position is worth $132.3M.

Question 4

Is Balyasny Asset Management buying or selling LITE?

Accepted Answer

In Q2 2026, Balyasny Asset Management increased its LITE position by 59,625 shares (+63.1%).

Question 5

When did Balyasny Asset Management first buy LITE?

Accepted Answer

Balyasny Asset Management already held LITE in its Q4 2018 13F, the earliest on record, and has listed it in 25 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	154,180	+63.1%	$132.3M	0.2%	$858.06	52
2026-Q1	Decreased	94,555	-50.1%	$66.4M	0.1%	$702.76	0
2025-Q4	Decreased	189,694	-9.0%	$69.9M	0.1%	$368.59	0
2025-Q3	Increased	208,361	+235.1%	$33.9M	0.0%	$162.71	47
2025-Q2	Decreased	62,172	-87.7%	$5.9M	0.0%	$95.06	0
2025-Q1	Increased	504,582	+13.6%	$31.5M	0.1%	$62.34	33
2024-Q4	Increased	444,147	+733.0%	$37.3M	0.1%	$83.95	47
2024-Q3	Decreased	53,317	-57.9%	$3.4M	0.0%	$63.38	0