Question 1

How many shares of LITE does Allianz Asset Management GmbH own?

Accepted Answer

As of 2026-Q2, Allianz Asset Management GmbH holds 40,505 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Allianz Asset Management GmbH's LITE position worth?

Accepted Answer

As of 2026-Q2, Allianz Asset Management GmbH's LITE position is worth $28.9M.

Question 3

Is Allianz Asset Management GmbH buying or selling LITE?

Accepted Answer

In 2026-Q2, Allianz Asset Management GmbH increased their LITE position (+5.5% change in shares).

Question 4

When did Allianz Asset Management GmbH first buy LITE?

Accepted Answer

Based on available 13F filings, Allianz Asset Management GmbH first reported a position in LITE in 2025-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	40,505	+5.5%	$28.9M	0.0%	$858.06	30
2026-Q1	Decreased	38,393	-48.3%	$27M	0.0%	$694.43	0
2025-Q4	Increased	74,287	+0.1%	$27.4M	0.0%	$371.18	29
2025-Q3	Increased	74,229	+19.8%	$12.1M	0.0%	$162.58	33
2025-Q2	Increased	61,978	+13.3%	$5.9M	0.0%	$94.75	31
2025-Q1	New	54,722	—	$3.4M	0.0%	$62.58	37