Question 1

How many shares of LITE does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. own?

Accepted Answer

As of 2026-Q1, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds 36,433 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s LITE position worth?

Accepted Answer

As of 2026-Q1, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s LITE position is worth $25.6M.

Question 3

Is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buying or selling LITE?

Accepted Answer

In 2026-Q1, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. decreased their LITE position (-72.2% change in shares).

Question 4

When did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first buy LITE?

Accepted Answer

Based on available 13F filings, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first reported a position in LITE in 2024-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	36,433	-72.2%	$25.6M	0.2%	$694.43	0
2025-Q4	Decreased	130,913	-47.3%	$48.3M	0.4%	$371.18	0
2025-Q3	Decreased	248,378	-59.7%	$40.4M	0.4%	$162.58	0
2025-Q2	Increased	615,762	+35.6%	$58.5M	0.6%	$94.75	54
2025-Q1	Decreased	453,931	-26.7%	$28.3M	0.3%	$62.58	0
2024-Q4	Decreased	619,140	-46.3%	$52M	0.5%	$83.84	0
2024-Q3	Decreased	1.2M	-0.1%	$73.1M	0.7%	$64.53	0
2024-Q2	Increased	1.2M	+17.8%	$58.8M	0.7%	$50.92	49