Question 1

How many shares of LITE does Situational Awareness LP own?

Accepted Answer

Situational Awareness LP previously held 0 shares of LITE (LUMENTUM HOLDINGS INC) before exiting the position in 2026-Q1.

Question 2

What is Situational Awareness LP's LITE position worth?

Accepted Answer

Situational Awareness LP's LITE position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Situational Awareness LP buying or selling LITE?

Accepted Answer

In 2026-Q1, Situational Awareness LP exited their LITE position entirely (-100.0% change in shares).

Question 4

When did Situational Awareness LP first buy LITE?

Accepted Answer

Based on available 13F filings, Situational Awareness LP first reported a position in LITE in 2025-Q4. They have held the position across 2 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$694.43	0
2025-Q4	New	1.3M	—	$478.6M	8.7%	$371.18	98