Question 1

Does PointState Capital own LITE stock?

Accepted Answer

No. PointState Capital exited its LITE (Lumentum Holdings) position in Q3 2025. Its Q2 2025 13F listed 2,532,821 shares worth $240.8M.

Question 2

How many shares of LITE does PointState Capital own?

Accepted Answer

None since Q3 2025, when PointState Capital exited the position. Its Q2 2025 13F listed 2,532,821 shares worth $240.8M.

Question 3

What is PointState Capital's LITE position worth?

Accepted Answer

PointState Capital's LITE position was worth $240.8M in its Q2 2025 13F, before the exit in Q3 2025.

Question 4

Is PointState Capital buying or selling LITE?

Accepted Answer

In Q3 2025, PointState Capital exited its entire LITE position.

Question 5

When did PointState Capital first buy LITE?

Accepted Answer

PointState Capital first reported LITE in its Q1 2024 13F and listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$162.71	0
2025-Q2	Decreased	2.5M	-26.0%	$240.8M	3.7%	$95.06	0
2025-Q1	New	3.4M	—	$213.5M	3.1%	$62.34	86
2024-Q3	Exited	0	-100.0%	$0	0.0%	$63.38	0