Position in LITE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$71,495,990
-$64,810,065 QoQ
Shares Held
101,736
-72.5% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $466,045,314 across 13 Communication Equipment names. LITE ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
3,668,884 | $284,668,707 | |
| 2 | LITE |
Lumentum Holdings Inc.
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|
101,736 | $71,495,990 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
154,803 | $67,179,857 | |
| 4 | CIEN |
Ciena Corp
|
54,106 | $21,005,572 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
502,494 | $11,964,382 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
71,460 | $5,921,890 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
17,314 | $3,620,011 | |
| 8 | VSAT |
Viasat Inc
|
1,860 | $85,188 |
All Filings in LITE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,495,990 | 101,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $136,306,055 | 369,804 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $41,505,693 | 255,090 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,073 | 390 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,312 | 390 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $443,339 | 5,281 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,464 | 670 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $20,368 | 400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,940 | 400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,968 | 400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,072 | 400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,692 | 400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,604 | 400 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $10,955 | 210 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $14,399 | 210 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $16,678 | 210 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $20,496 | 210 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||