Question 1

How many shares of LITE does Hood River Capital Management LLC own?

Accepted Answer

As of 2026-Q2, Hood River Capital Management LLC holds 262,757 shares of LITE (LUMENTUM HOLDINGS INC).

Question 2

What is Hood River Capital Management LLC's LITE position worth?

Accepted Answer

As of 2026-Q2, Hood River Capital Management LLC's LITE position is worth $225.5M.

Question 3

Is Hood River Capital Management LLC buying or selling LITE?

Accepted Answer

In 2026-Q2, Hood River Capital Management LLC decreased their LITE position (-4.7% change in shares).

Question 4

When did Hood River Capital Management LLC first buy LITE?

Accepted Answer

Based on available 13F filings, Hood River Capital Management LLC first reported a position in LITE in 2024-Q4. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	262,757	-4.7%	$225.5M	1.6%	$858.06	0
2026-Q1	Decreased	275,623	-9.1%	$193.7M	1.9%	$694.43	0
2025-Q4	Decreased	303,126	-49.4%	$111.7M	1.2%	$371.18	0
2025-Q3	Decreased	598,819	-72.9%	$97.4M	1.2%	$162.58	0
2025-Q2	Increased	2.2M	+82.1%	$209.7M	2.9%	$94.75	81
2025-Q1	Increased	1.2M	+210.1%	$75.5M	1.3%	$62.58	75
2024-Q4	New	390,832	—	$32.8M	0.5%	$83.84	48