Question 1

How many shares of LITE does Polar Capital Holdings Plc own?

Accepted Answer

As of 2026-Q2, Polar Capital Holdings Plc holds 390,287 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Polar Capital Holdings Plc's LITE position worth?

Accepted Answer

As of 2026-Q2, Polar Capital Holdings Plc's LITE position is worth $334.9M.

Question 3

Is Polar Capital Holdings Plc buying or selling LITE?

Accepted Answer

In 2026-Q2, Polar Capital Holdings Plc decreased their LITE position (-45.8% change in shares).

Question 4

When did Polar Capital Holdings Plc first buy LITE?

Accepted Answer

Based on available 13F filings, Polar Capital Holdings Plc first reported a position in LITE in 2024-Q3. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	390,287	-45.8%	$334.9M	0.8%	$858.06	0
2026-Q1	Decreased	719,486	-30.1%	$505.6M	1.8%	$694.43	0
2025-Q4	Decreased	1M	-30.6%	$379.4M	1.5%	$371.18	0
2025-Q3	Decreased	1.5M	-9.8%	$241.2M	1.2%	$162.58	0
2025-Q2	Increased	1.6M	+912.4%	$156.3M	0.8%	$94.75	69
2025-Q1	Increased	162,400	+42.6%	$10.1M	0.1%	$62.58	37
2024-Q4	Decreased	113,900	-39.1%	$9.6M	0.1%	$83.84	0
2024-Q3	Decreased	187,000	-12.6%	$11.9M	0.1%	$64.53	0