Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,167,375
+$1,853,104 QoQ
Shares Held
8,353
+10.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#392
of 1,312 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026&PARTNERS holds $185,947,643 across 16 Communication Equipment names. LITE ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,185,234 | $139,217,585 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
31,333 | $13,012,281 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
274,030 | $12,361,493 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
8,353 | $7,167,375 | |
| 5 | CIEN |
Ciena Corp
|
11,191 | $5,489,856 | |
| 6 | DGII |
Digi International Inc
|
27,983 | $2,097,325 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
37,298 | $1,780,979 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
4,478 | $1,178,878 |
All Filings in LITE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,167,375 | 8,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,314,271 | 7,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,668,960 | 7,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,528,497 | 9,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $988,243 | 10,396 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,320 | 9,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,688 | 4,225 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||