AXIOM INVESTORS LLC /DE

Position in LITE — Lumentum Holdings Inc.

CIK 1109147 GREENWICH, CT

Position in LITE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$348,766,209

+$347,603,142 QoQ

Shares Held

406,459

+24459.5% QoQ

Ownership

0.453%

of shares outstanding

% of Portfolio

3.08%

of 13F equity value

Holder Rank

#41

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Technology · as of Jun 30, 2026

AXIOM INVESTORS LLC /DE holds $531,438,085 across 5 Communication Equipment names. LITE ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	406,459	$348,766,209
2	NOK	Nokia Corp	6,153,400	$81,717,152
3	CSCO	Cisco Systems, Inc.	651,615	$76,538,697
4	VIAV	Viavi Solutions Inc.	315,300	$15,055,575
5	AAOI	Applied Optoelectronics, Inc.	63,178	$9,360,452

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,766,209	406,459	+24459.5%	Shares	Sole	2026-08-12
2026-03-31	$1,163,067	1,655	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.