LMR Partners LLP

Position in LITE — Lumentum Holdings Inc.

CIK 1578621 LONDON, X0

Position in LITE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,946,683

-$11,330,620 QoQ

Shares Held

41,190

-62.3% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

LMR Partners LLP holds $174,932,209 across 9 Communication Equipment names. LITE ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSI	Motorola Solutions, Inc.	200,000	$86,794,000
2	LITE	Lumentum Holdings Inc. This page	41,190	$28,946,683
3	CIEN	Ciena Corp	51,241	$19,893,293
4	VISN	Vistance Networks, Inc.	814,810	$14,829,541
5	CSCO	Cisco Systems, Inc.	150,948	$11,712,055
6	VIAV	Viavi Solutions Inc.	203,314	$6,766,289
7	NOK	Nokia Corp	658,601	$5,295,152
8	HPE	Hewlett Packard Enterprise Co	16,345	$389,174

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,946,683	41,190	-62.3%	Shares	Sole	2026-05-15
2025-12-31	$40,277,303	109,274	-42.7%	Shares	Sole	2026-02-17
2025-09-30	$31,045,556	190,803	+50.2%	Shares	Sole	2025-11-14
2025-06-30	$12,072,620	127,000	+211.3%	Shares	Sole	2025-08-14
2024-12-31	$3,425,160	40,800	-86.2%	Shares	Sole	2025-02-14
2021-12-31	$31,376,670	296,650	+1923.9%	Shares	Sole	2022-02-14
2021-03-31	$1,338,916	14,657	-83.3%	Shares	Sole	2021-05-17
2020-12-31	$8,295,758	87,508	+116.4%	Shares	Sole	2021-02-16
2020-09-30	$3,037,881	40,435	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.