Position in LITE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,142,491
-$1,478,265 QoQ
Shares Held
8,324
-32.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#390
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, 2026THAMES CAPITAL MANAGEMENT LLC holds $41,014,246 across 2 Communication Equipment names. LITE ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOK |
Nokia Corp
|
2,550,584 | $33,871,755 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
8,324 | $7,142,491 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,142,491 | 8,324 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,620,756 | 12,267 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||