Question 1

Does Rokos Capital Management own LITE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Rokos Capital Management holds 71,577 shares of LITE (Lumentum Holdings), worth $61.4M.

Question 2

How many shares of LITE does Rokos Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Rokos Capital Management holds 71,577 shares of LITE (Lumentum Holdings).

Question 3

What is Rokos Capital Management's LITE position worth?

Accepted Answer

As of its Q2 2026 13F, Rokos Capital Management's LITE position is worth $61.4M.

Question 4

Is Rokos Capital Management buying or selling LITE?

Accepted Answer

In Q2 2026, Rokos Capital Management reduced its LITE position by 44,016 shares (-38.1%).

Question 5

When did Rokos Capital Management first buy LITE?

Accepted Answer

Rokos Capital Management first reported LITE in its Q2 2023 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	71,577	-38.1%	$61.4M	0.2%	$858.06	0
2026-Q1	Decreased	115,593	-42.4%	$81.2M	0.6%	$702.76	0
2025-Q4	Decreased	200,624	-37.0%	$73.9M	0.3%	$368.59	0
2025-Q3	Decreased	318,587	-3.2%	$51.8M	0.2%	$162.71	0
2025-Q2	New	329,061	—	$31.3M	0.1%	$95.06	48