Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,942,287
+$2,406,784 QoQ
Shares Held
3,429
+350.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#517
of 1,311 holders
Holding Since
Jun 2022
10 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, 2026Graham Capital Management, L.P. holds $9,297,682 across 13 Communication Equipment names. LITE ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
3,429 | $2,942,287 | |
| 2 | HLIT |
Harmonic Inc.
|
70,775 | $1,155,755 | |
| 3 | CSCO |
Cisco Systems, Inc.
|
9,476 | $1,113,050 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
21,330 | $962,196 | |
| 5 | ZBRA |
Zebra Technologies Corp
|
3,323 | $874,812 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
11,301 | $539,622 | |
| 7 | NOK |
Nokia Corp
|
40,088 | $532,368 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
2,767 | $409,958 |
All Filings in LITE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,942,287 | 3,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $535,503 | 762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $839,648 | 2,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,059,745 | 12,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,974,015 | 20,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,453,266 | 39,353 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $268,332 | 5,667 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $920,180 | 17,554 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $756,807 | 11,037 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,582 | 8,582 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||