Question 1

How many shares of LUMENTUM HLDGS INC does CAPSTONE INVESTMENT ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, CAPSTONE INVESTMENT ADVISORS, LLC holds 74.3M shares of LUMENTUM HLDGS INC (LUMENTUM HLDGS INC).

Question 2

What is CAPSTONE INVESTMENT ADVISORS, LLC's LUMENTUM HLDGS INC position worth?

Accepted Answer

As of 2026-Q1, CAPSTONE INVESTMENT ADVISORS, LLC's LUMENTUM HLDGS INC position is worth $752.7M.

Question 3

Is CAPSTONE INVESTMENT ADVISORS, LLC buying or selling LUMENTUM HLDGS INC?

Accepted Answer

In 2026-Q1, CAPSTONE INVESTMENT ADVISORS, LLC increased their LUMENTUM HLDGS INC position (+33.3% change in shares).

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	74.3M	+33.3%	$752.7M	1.3%	—	64
2025-Q4	Increased	55.8M	+108.3%	$296.4M	0.6%	—	70
2025-Q3	New	26.8M	—	$64.7M	0.1%	—	49
2024-Q3	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q2	New	6.2M	—	$6.1M	0.0%	—	38