Question 1

Does Atreides Management own LITE stock?

Accepted Answer

No. Atreides Management exited its LITE (Lumentum) position in Q2 2026. Its Q1 2026 13F listed 267,389 shares worth $187.9M.

Question 2

How many shares of LITE does Atreides Management own?

Accepted Answer

None since Q2 2026, when Atreides Management exited the position. Its Q1 2026 13F listed 267,389 shares worth $187.9M.

Question 3

What is Atreides Management's LITE position worth?

Accepted Answer

Atreides Management's LITE position was worth $187.9M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Atreides Management buying or selling LITE?

Accepted Answer

In Q2 2026, Atreides Management exited its entire LITE position.

Question 5

When did Atreides Management first buy LITE?

Accepted Answer

Atreides Management first reported LITE in its Q1 2024 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	267,389	-30.1%	$187.9M	3.8%	$702.76	0
2025-Q4	Decreased	382,805	-41.7%	$141.1M	1.7%	$368.59	0
2025-Q3	Decreased	656,960	-62.6%	$106.9M	2.1%	$162.71	0
2025-Q2	Decreased	1.8M	-6.3%	$167.1M	4.6%	$95.06	0
2025-Q1	Increased	1.9M	+6.8%	$116.9M	3.5%	$62.34	60
2024-Q4	Increased	1.8M	+3.8%	$147.4M	3.2%	$83.95	59
2024-Q3	Increased	1.7M	+28.5%	$107.2M	2.7%	$63.38	65