Question 1

Does Linden Advisors own LUMENTUM HLDGS stock?

Accepted Answer

No. Linden Advisors exited its LUMENTUM HLDGS position in Q2 2026. Its Q1 2026 13F listed 84,348,000 shares worth $595.4M.

Question 2

How many shares of LUMENTUM HLDGS does Linden Advisors own?

Accepted Answer

None since Q2 2026, when Linden Advisors exited the position. Its Q1 2026 13F listed 84,348,000 shares worth $595.4M.

Question 3

What is Linden Advisors' LUMENTUM HLDGS position worth?

Accepted Answer

Linden Advisors' LUMENTUM HLDGS position was worth $595.4M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Linden Advisors buying or selling LUMENTUM HLDGS?

Accepted Answer

In Q2 2026, Linden Advisors exited its entire LUMENTUM HLDGS position.

Question 5

When did Linden Advisors first buy LUMENTUM HLDGS?

Accepted Answer

Linden Advisors already held LUMENTUM HLDGS in its Q4 2020 13F, the earliest on record, and listed it in 21 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2026-Q1	Decreased	84.3M	-6.0%	$595.4M	3.3%	—	0
2025-Q4	Increased	89.7M	+5.0%	$333M	2.0%	—	56
2025-Q3	Decreased	85.4M	-42.1%	$143.9M	1.0%	—	0
2025-Q2	Decreased	147.4M	-0.5%	$173.5M	1.1%	—	0
2025-Q1	Increased	148.1M	+28.2%	$153.7M	1.0%	—	60
2024-Q4	Unchanged	115.6M	0.0%	$127.5M	1.1%	—	0
2024-Q3	Decreased	115.6M	-7.2%	$113.7M	1.0%	—	0

LULUMENTUM HLDGS INC