Position history for Value Aligned Research Advisors, LLC's holdings in LUMENTUM HLDGS INC
Value Aligned Research Advisors, LLC holds 1.1M shares of LITE (LUMENTUM HLDGS 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
Other major holders of LITE: BNP PARIBAS FINANCIAL MARKETS, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.1M |
-9.8% |
| $743M |
| 3.6% |
| $694.43 |
0 |
| 2025-Q4 | New | 1.2M | - | $432.1M | 4.3% | $371.18 | 87 |