SORA INVESTORS LLC LITE — LUMENTUM HLDGS INC

Ownership history in SORA INVESTORS LLC  ·  7 quarters on record

AI Ownership Summary

SORA INVESTORS LLC reported LUMENTUM HLDGS INC (LITE) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.28% in 2024 Q2. The latest visible filing shows LITE at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LITE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SORA INVESTORS LLC's position in LUMENTUM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LITE was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LITE stock page SORA INVESTORS LLC fund profile SORA INVESTORS LLC full holdings
How SORA INVESTORS LLC held LITE — position size vs. price
% of Fund (quarterly)    LITE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,853 -30,854 -57.4% 1.48% $16.1M 2026-05-15 $970.70
2025 Q2 REDUCED 82.3% +71.0% ❌ 53,707 -250,462 -82.3% 0.46% $5.1M 2025-08-14 $114.62
2025 Q1 ADDED — — — 304,169 +192,741 +173.0% 2.30% $19.0M 2025-05-15 $77.76
2024 Q4 REDUCED 44.3% -25.7% ✅ 111,428 -88,572 -44.3% 1.04% $9.4M 2025-02-14 $77.68
2024 Q3 REDUCED 42.9% +32.3% ❌ 200,000 -150,000 -42.9% 2.21% $12.7M 2024-11-14 $85.13
2024 Q2 ADDED — — — 350,000 +200,000 +133.3% 3.28% $17.8M 2024-08-14 $45.53
2024 Q1 INITIATED — — — 150,000 — — 1.17% $7.1M 2024-05-15 $45.72

🏢 Other funds also holding LITE

As of 2026 Q1 — sorted by position size

Panoramic Hills Capital Ltd 50.14% Valliance Asset Management Ltd 3Y 27.46% Grand Alliance Asset Management Ltd 22.55% WT Asset Management Ltd 3Y 20.32% Anatole Investment Management Ltd 3Y 19.2% AI-Squared Management Ltd 18.58% Maytree Asset Management Ltd 3Y 10.77% Trivest Advisors Ltd 3Y 10.73% Broad Peak Investment Advisers Pte Ltd 10.49% Amanah Holdings Trust 10.45%

FAQ About SORA INVESTORS LLC and LITE

These are the practical questions this page is built to answer before you even open the full history table.

How long has SORA INVESTORS LLC reported owning LITE?

SORA INVESTORS LLC reported LITE across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LITE position in SORA INVESTORS LLC's portfolio?

The largest reported portfolio weight for LITE was 3.28% in 2024 Q2.

What is the latest reported LITE position on this page?

The most recent filing on this page is 2026 Q1, when SORA INVESTORS LLC reported 22,853 shares, equal to 1.48% of portfolio, with an estimated market value of $16.1M.

What does the chart on this LITE ownership page compare?

The chart compares SORA INVESTORS LLC's quarterly LITE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SORA INVESTORS LLC time their LITE position?

Based on 13F filing dates vs. subsequent LITE price moves, SORA INVESTORS LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LITE relative to SPY over the holding period was +76.1%.

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