Question 1

How many shares of LITE does Atreides Management, LP own?

Accepted Answer

As of 2026-Q1, Atreides Management, LP holds 267,389 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Atreides Management, LP's LITE position worth?

Accepted Answer

As of 2026-Q1, Atreides Management, LP's LITE position is worth $187.9M.

Question 3

Is Atreides Management, LP buying or selling LITE?

Accepted Answer

In 2026-Q1, Atreides Management, LP decreased their LITE position (-30.1% change in shares).

Question 4

When did Atreides Management, LP first buy LITE?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in LITE in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	267,389	-30.1%	$187.9M	3.8%	$694.43	0
2025-Q4	Decreased	382,805	-41.7%	$141.1M	1.7%	$371.18	0
2025-Q3	Decreased	656,960	-62.6%	$106.9M	2.1%	$162.58	0
2025-Q2	Decreased	1.8M	-6.3%	$167.1M	4.6%	$94.75	0
2025-Q1	Increased	1.9M	+6.8%	$116.9M	3.5%	$62.58	60
2024-Q4	Increased	1.8M	+3.8%	$147.4M	3.2%	$83.84	59
2024-Q3	Increased	1.7M	+28.5%	$107.2M	2.7%	$64.53	65
2024-Q2	Increased	1.3M	+8.3%	$67M	2.2%	$50.92	56