Question 1

How many shares of LITE does Rokos Capital Management LLP own?

Accepted Answer

As of 2026-Q1, Rokos Capital Management LLP holds 115,593 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Rokos Capital Management LLP's LITE position worth?

Accepted Answer

As of 2026-Q1, Rokos Capital Management LLP's LITE position is worth $81.2M.

Question 3

Is Rokos Capital Management LLP buying or selling LITE?

Accepted Answer

In 2026-Q1, Rokos Capital Management LLP decreased their LITE position (-42.4% change in shares).

Question 4

When did Rokos Capital Management LLP first buy LITE?

Accepted Answer

Based on available 13F filings, Rokos Capital Management LLP first reported a position in LITE in 2025-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	115,593	-42.4%	$81.2M	0.6%	$694.43	0
2025-Q4	Decreased	200,624	-37.0%	$73.9M	0.3%	$371.18	0
2025-Q3	Decreased	318,587	-3.2%	$51.8M	0.2%	$162.58	0
2025-Q2	New	329,061	—	$31.3M	0.1%	$94.75	48