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LITELITE
2 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in LUMENTUM HOLDINGS INC

Value Aligned Research Advisors, LLC holds 1.1M shares of LITE (LUMENTUM HOLDINGS INC), worth $743M as of 2026-Q1. The position was decreased (-9.8% shares). LITE represents 3.6% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$743M

Current Shares

1.1M

Total Value Change

+$310.9M

Total Shares Change

-114,941

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-9.8%
$743M3.6%$694.43
0
2025-Q4
New
1.2M
-
$432.1M4.3%$371.18
87

Other major holders of LITE: BlackRock, Inc., FMR LLC, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD PORTFOLIO MANAGEMENT LLC

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