Black Swift Group, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1704212 BOULDER, CO

Position in LITE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,894,152

+$3,361,350 QoQ

Shares Held

9,200

+42.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#370

of 1,305 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Black Swift Group, LLC holds $11,848,818 across 3 Communication Equipment names. LITE ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	9,200	$7,894,152
2	NOK	Nokia Corp	271,000	$3,598,880
3	CSCO	Cisco Systems, Inc.	3,029	$355,786

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,894,152	9,200	+42.6%	Shares	Sole	2026-08-13
2026-03-31	$4,532,802	6,450	-59.7%	Shares	Sole	2026-04-24
2024-12-31	$1,343,200	16,000	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.