Jericho Capital Asset Management L.P.

Position in LITE — Lumentum Holdings Inc.

CIK 1525234 LOS ANGELES, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$405,205,964

New position

Shares Held

472,235

first reported quarter

Ownership

0.526%

of shares outstanding

% of Portfolio

3.35%

of 13F equity value

Holder Rank

#35

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Jericho Capital Asset Management L.P. holds $914,689,324 across 3 Communication Equipment names. LITE ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	472,235	$405,205,964
2	CIEN	Ciena Corp	561,513	$275,455,817
3	MSI	Motorola Solutions, Inc.	563,528	$234,027,543

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,205,964	472,235	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.