LITE β€” LUMENTUM HLDGS INC

Ownership history in Value Aligned Research Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Value Aligned Research Advisors, LLC reported a position in LUMENTUM HLDGS INC (LITE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.34% (2025 Q4)
πŸ“Š Avg. % of fund
4.34%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    LITE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,172,201 β€” β€” 4.34% $432.1M $368.59

🏒 Other funds also holding LITE

As of 2025 Q4 β€” sorted by position size

Broad Peak Investment Advisers Pte Ltd 12.79% Panoramic Hills Capital Ltd 9.98% Hel Ved Capital Management Ltd 3Y 9.05% Divisar Capital Management LLC 3Y 7Y 9.01% M37 Management LP 7.6% WT Asset Management Ltd 3Y 7.3% Amanah Holdings Trust 7.29% Analog Century Management LP 3Y 6.06% DIKER MANAGEMENT LLC 3Y 7Y 5.7% North Growth Management Ltd. 3Y 7Y 5.46%
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