Question 1

How many shares of LITE does Gotham Asset Management, LLC own?

Accepted Answer

As of 2026-Q1, Gotham Asset Management, LLC holds 9,948 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Gotham Asset Management, LLC's LITE position worth?

Accepted Answer

As of 2026-Q1, Gotham Asset Management, LLC's LITE position is worth $7M.

Question 3

Is Gotham Asset Management, LLC buying or selling LITE?

Accepted Answer

In 2026-Q1, Gotham Asset Management, LLC decreased their LITE position (-32.9% change in shares).

Question 4

When did Gotham Asset Management, LLC first buy LITE?

Accepted Answer

Based on available 13F filings, Gotham Asset Management, LLC first reported a position in LITE in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	9,948	-32.9%	$7M	0.0%	$694.43	0
2025-Q4	Decreased	14,827	-9.2%	$5.5M	0.0%	$371.18	0
2025-Q3	Increased	16,331	+4.6%	$2.7M	0.0%	$162.58	27
2025-Q2	Decreased	15,608	-0.2%	$1.5M	0.0%	$94.75	0
2025-Q1	Increased	15,635	+21.2%	$974,686	0.0%	$62.58	30
2024-Q4	Increased	12,903	+24.5%	$1.1M	0.0%	$83.84	31
2024-Q3	New	10,366	—	$656,997	0.0%	$64.53	34