Question 1

How many shares of LITE does BALYASNY ASSET MANAGEMENT L.P. own?

Accepted Answer

As of 2026-Q1, BALYASNY ASSET MANAGEMENT L.P. holds 94,555 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is BALYASNY ASSET MANAGEMENT L.P.'s LITE position worth?

Accepted Answer

As of 2026-Q1, BALYASNY ASSET MANAGEMENT L.P.'s LITE position is worth $66.4M.

Question 3

Is BALYASNY ASSET MANAGEMENT L.P. buying or selling LITE?

Accepted Answer

In 2026-Q1, BALYASNY ASSET MANAGEMENT L.P. decreased their LITE position (-50.1% change in shares).

Question 4

When did BALYASNY ASSET MANAGEMENT L.P. first buy LITE?

Accepted Answer

Based on available 13F filings, BALYASNY ASSET MANAGEMENT L.P. first reported a position in LITE in 2024-Q2. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	94,555	-50.1%	$66.4M	0.1%	$694.43	0
2025-Q4	Decreased	189,694	-9.0%	$69.9M	0.1%	$371.18	0
2025-Q3	Increased	208,361	+235.1%	$33.9M	0.0%	$162.58	47
2025-Q2	Decreased	62,172	-87.7%	$5.9M	0.0%	$94.75	0
2025-Q1	Increased	504,582	+13.6%	$31.5M	0.1%	$62.58	33
2024-Q4	Increased	444,147	+733.0%	$37.3M	0.1%	$83.84	47
2024-Q3	Decreased	53,317	-57.9%	$3.4M	0.0%	$64.53	0
2024-Q2	Increased	126,745	+216.7%	$6.5M	0.0%	$50.92	44