Question 1

How many shares of LITE does Value Aligned Research Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Value Aligned Research Advisors, LLC holds 734,687 shares of LITE (LUMENTUM HLDGS INC).

Question 2

What is Value Aligned Research Advisors, LLC's LITE position worth?

Accepted Answer

As of 2026-Q2, Value Aligned Research Advisors, LLC's LITE position is worth $630.4M.

Question 3

Is Value Aligned Research Advisors, LLC buying or selling LITE?

Accepted Answer

In 2026-Q2, Value Aligned Research Advisors, LLC decreased their LITE position (-30.5% change in shares).

Question 4

When did Value Aligned Research Advisors, LLC first buy LITE?

Accepted Answer

Based on available 13F filings, Value Aligned Research Advisors, LLC first reported a position in LITE in 2025-Q4. They have held the position across 3 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	734,687	-30.5%	$630.4M	1.6%	$858.06	0
2026-Q1	Decreased	1.1M	-9.8%	$743M	3.6%	$702.76	0
2025-Q4	New	1.2M	—	$432.1M	4.3%	$368.59	87