Hood River Capital Management LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1578177 PALM BEACH GARDENS, FL

Position in LITE

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

Position Value

$225,461,271

+$31,764,452 QoQ

Shares Held

262,757

-4.7% QoQ

Ownership

0.293%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#60

of 1,305 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Hood River Capital Management LLC holds $535,630,125 across 4 Communication Equipment names. LITE ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	262,757	$225,461,271
2	AAOI	Applied Optoelectronics, Inc.	1,392,510	$206,314,281
3	ONDS	Ondas Inc.	11,688,295	$96,311,550
4	SILC	Silicom Ltd.	157,343	$7,543,023

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,461,271	262,757	-4.7%	Shares	Sole	2026-08-14
2026-03-31	$193,696,819	275,623	-9.1%	Shares	Sole	2026-05-15
2025-12-31	$111,729,212	303,126	-49.4%	Shares	Sole	2026-02-17
2025-09-30	$97,433,839	598,819	-72.9%	Shares	Sole	2025-11-14
2025-06-30	$209,745,422	2,206,453	+82.1%	Shares	Sole	2025-08-14
2025-03-31	$75,549,970	1,211,902	+210.1%	Shares	Sole	2025-05-15
2024-12-31	$32,810,346	390,832	+71.7%	Shares	Sole	2025-02-14
2022-09-30	$15,611,811	227,677	+116.4%	Shares	Sole	2022-11-14
2022-06-30	$8,355,460	105,206	-71.9%	Shares	Sole	2022-08-15
2022-03-31	$36,573,257	374,726	-43.8%	Shares	Sole	2022-05-16
2020-09-30	$50,094,880	666,776	-12.6%	Shares	Sole	2020-11-16
2020-06-30	$62,151,691	763,253	+0.0%	Shares	Sole	2020-08-14
2020-03-31	$56,232,731	762,995	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.