POLEN CAPITAL MANAGEMENT LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1034524 Boca Raton, FL

Position in LITE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$208,508

New position

Shares Held

243

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,078

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $4,040,905 across 3 Communication Equipment names. LITE ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc.	19,272	$2,855,339
2	ADTN	ADTRAN Holdings, Inc.	70,292	$977,058
3	LITE	Lumentum Holdings Inc. This page	243	$208,508

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,508	243	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.