Position in LITE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,926,432,221
+$431,351,082 QoQ
Shares Held
2,245,102
+5.5% QoQ
Ownership
2.50%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#8
of 1,305 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $21,198,013,113 across 40 Communication Equipment names. LITE ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
101,007,196 | $11,864,305,242 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
2,245,102 | $1,926,432,221 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
4,140,011 | $1,719,305,168 | |
| 4 | CIEN |
Ciena Corp
|
3,370,462 | $1,653,413,838 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
36,610,129 | $1,651,482,918 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
5,105,125 | $453,641,407 | |
| 7 | VSAT |
Viasat Inc
|
4,029,392 | $361,879,695 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
1,351,501 | $355,796,152 |
All Filings in LITE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,926,432,221 | 2,245,102 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,495,081,139 | 2,127,442 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $520,527,589 | 1,412,213 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $209,724,728 | 1,288,948 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $119,864,955 | 1,260,940 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $77,981,916 | 1,250,913 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $100,371,039 | 1,195,605 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $75,179,010 | 1,186,163 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $59,594,934 | 1,170,364 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $53,974,738 | 1,139,910 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $57,397,279 | 1,094,950 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $48,896,506 | 1,082,260 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $60,195,578 | 1,061,089 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,937,567 | 1,017,174 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,509,423 | 987,338 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $67,502,502 | 984,432 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $78,743,421 | 991,481 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $101,438,315 | 1,039,327 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $106,520,226 | 1,007,093 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $85,809,364 | 1,027,165 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $84,057,945 | 1,024,722 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $91,256,366 | 998,975 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $88,385,358 | 932,335 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $66,281,564 | 882,225 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $74,306,992 | 912,526 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $83,808,765 | 1,137,161 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||