Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,382,579
+$2,742,683 QoQ
Shares Held
20,258
-2.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#264
of 1,311 holders
Holding Since
Dec 2021
7 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $34,497,139 across 7 Communication Equipment names. LITE ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
20,258 | $17,382,579 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
343,960 | $15,516,035 | |
| 3 | AAOI |
Applied Optoelectronics, Inc.
|
3,672 | $544,043 | |
| 4 | CSCO |
Cisco Systems, Inc.
|
3,720 | $436,951 | |
| 5 | NOK |
Nokia Corp
|
32,530 | $431,998 | |
| 6 | NTGR |
Netgear, Inc.
|
7,592 | $177,273 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
173 | $8,260 |
All Filings in LITE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,382,579 | 20,258 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,639,896 | 20,832 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,169,367 | 33,016 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,776,802 | 78,525 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,292,366 | 150,351 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,244,223 | 100,164 | Shares | Sole | 2025-05-07 | |
| 2021-12-31 | $475,965 | 4,500 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||