Question 1

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

Accepted Answer

Atreides Management, LP previously held 0 shares of LITE (Lumentum Holdings Inc) before exiting the position in 2026-Q2.

Question 2

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

Accepted Answer

Atreides Management, LP's LITE position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is Atreides Management, LP buying or selling LITE?

Accepted Answer

In 2026-Q2, Atreides Management, LP exited their LITE position entirely (-100.0% 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-Q3. They have held the position across 10 quarters.

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

LITEShowing 8 of 10 quarters

LITE
Showing 8 of 10 quarters