Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$343,224
+$80,392 QoQ
Shares Held
400
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#941
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026L2 Asset Management, LLC holds $12,515,975 across 7 Communication Equipment names. LITE ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
90,630 | $10,645,399 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
947 | $393,279 | |
| 3 | CIEN |
Ciena Corp
|
800 | $392,448 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
400 | $343,224 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
7,562 | $341,121 | |
| 6 | VSAT |
Viasat Inc
|
2,874 | $258,113 | |
| 7 | ADTN |
ADTRAN Holdings, Inc.
|
10,244 | $142,391 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,224 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $262,832 | 374 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||