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EVERGREEN CAPITAL MANAGEMENT LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1260824 Bellevue, WA

Position in LITE

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$2,020,731
+$341,838 QoQ
Shares Held
2,355
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#573
of 1,280 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $39,003,400 across 9 Communication Equipment names. LITE ranks #3 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LITE
Lumentum Holdings Inc.
This page
2,355 $2,020,731

All Filings in LITE

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,020,731 2,355
2026-03-31 $1,678,893 2,389
2025-12-31 $841,122 2,282
2025-09-30 $219,170 1,347