Question 1

Does LMR Partners own LITE stock?

Accepted Answer

No. LMR Partners exited its LITE (Lumentum) position in Q2 2026. Its Q1 2026 13F listed 41,190 shares worth $28.9M.

Question 2

How many shares of LITE does LMR Partners own?

Accepted Answer

None since Q2 2026, when LMR Partners exited the position. Its Q1 2026 13F listed 41,190 shares worth $28.9M.

Question 3

What is LMR Partners' LITE position worth?

Accepted Answer

LMR Partners' LITE position was worth $28.9M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is LMR Partners buying or selling LITE?

Accepted Answer

In Q2 2026, LMR Partners exited its entire LITE position.

Question 5

When did LMR Partners first buy LITE?

Accepted Answer

LMR Partners first reported LITE in its Q3 2020 13F and listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$858.06	0
2026-Q1	Decreased	41,190	-62.3%	$28.9M	0.1%	$702.76	0
2025-Q4	Decreased	109,274	-42.7%	$40.3M	0.1%	$368.59	0
2025-Q3	Increased	190,803	+50.2%	$31M	0.1%	$162.71	48
2025-Q2	New	127,000	—	$12.1M	0.1%	$95.06	39
2025-Q1	Exited	0	-100.0%	$0	0.0%	$62.34	0
2024-Q4	New	40,800	—	$3.4M	0.0%	$83.95	37