Question 1

How many shares of LUMENTUM HLDGS INC does BALYASNY ASSET MANAGEMENT L.P. own?

Accepted Answer

As of 2026-Q1, BALYASNY ASSET MANAGEMENT L.P. holds 102.1M shares of LUMENTUM HLDGS INC (LUMENTUM HLDGS INC).

Question 2

What is BALYASNY ASSET MANAGEMENT L.P.'s LUMENTUM HLDGS INC position worth?

Accepted Answer

As of 2026-Q1, BALYASNY ASSET MANAGEMENT L.P.'s LUMENTUM HLDGS INC position is worth $547.4M.

Question 3

Is BALYASNY ASSET MANAGEMENT L.P. buying or selling LUMENTUM HLDGS INC?

Accepted Answer

In 2026-Q1, BALYASNY ASSET MANAGEMENT L.P. increased their LUMENTUM HLDGS INC position (+21.4% change in shares).

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	102.1M	+21.4%	$547.4M	0.7%	—	53
2025-Q4	Increased	84.1M	+63.2%	$238.7M	0.3%	—	53
2025-Q3	Increased	51.5M	+147.6%	$71.9M	0.1%	—	48
2025-Q2	New	20.8M	—	$21.5M	0.0%	—	39

LULUMENTUM HLDGS INC