Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,249,718
+$13,557,362 QoQ
Shares Held
22,434
+177.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#237
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026STEADFAST CAPITAL MANAGEMENT LP holds $45,070,597 across 2 Communication Equipment names. LITE ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
219,827 | $25,820,879 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
22,434 | $19,249,718 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,249,718 | 22,434 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,692,356 | 8,100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||