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LITELITE
3 quarters

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

Value Aligned Research Advisors, LLC holds 734,687 shares of LITE (LUMENTUM HLDGS INC), worth $630.4M as of 2026-Q2. The position was decreased (-30.5% shares). LITE represents 1.6% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$630.4M

Current Shares

734,687

Total Value Change

+$198.3M

Total Shares Change

-437,514

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
734,687
-30.5%
$630.4M1.6%$858.06
0
2026-Q1
Decreased
1.1M
-9.8%
$743M3.6%$702.76
0
2025-Q4
New
1.2M
-
$432.1M4.3%$368.59
87

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

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