Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,762,461
-$24,538,449 QoQ
Shares Held
96,453
-36.8% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#111
of 1,305 holders
Holding Since
Dec 2025
3 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, 2026TREMBLANT CAPITAL GROUP holds $110,500,097 across 2 Communication Equipment names. LITE ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
96,453 | $82,762,461 | |
| 2 | ONDS |
Ondas Inc.
|
3,366,218 | $27,737,636 |
All Filings in LITE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,762,461 | 96,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $107,300,910 | 152,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $109,993,522 | 298,417 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||