Position in LITE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,639,896
+$2,470,529 QoQ
Shares Held
20,832
-36.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $36,735,828 across 7 Communication Equipment names. LITE ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
20,832 | $14,639,896 | |
| 2 | VSAT |
Viasat Inc
|
172,089 | $7,881,676 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
287,710 | $6,850,375 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
|
80,080 | $6,773,967 | |
| 5 | NOK |
Nokia Corp
|
50,300 | $404,412 | |
| 6 | NTGR |
Netgear, Inc.
|
8,412 | $183,718 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
23 | $1,784 |
All Filings in LITE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||