Sagewood Asset Management LP

Position in LITE — Lumentum Holdings Inc.

CIK 1693636 NEW YORK, NY

Position in LITE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$246,263

New position

Shares Held

287

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,023

of 1,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sagewood Asset Management LP holds $2,407,249 across 4 Communication Equipment names. LITE ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	11,355	$1,333,758
2	HPE	Hewlett Packard Enterprise Co	12,407	$559,679
3	UI	Ubiquiti Inc.	501	$267,549
4	LITE	Lumentum Holdings Inc. This page	287	$246,263

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,263	287	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.