ExodusPoint Capital Management, LP
Position in LITE — Lumentum Holdings Inc.
CIK 1736225
NEW YORK, NY
Position in LITE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,862,133
+$18,369,728 QoQ
Shares Held
29,686
+339.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $74,601,164 across 13 Communication Equipment names. LITE ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
29,686 | $20,862,133 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
616,636 | $14,682,103 | |
| 3 | NOK |
Nokia Corp
|
1,088,898 | $8,754,739 | |
| 4 | CSCO |
Cisco Systems, Inc.
|
71,465 | $5,544,969 | |
| 5 | BDC |
Belden Inc.
|
41,158 | $4,726,173 | |
| 6 | VISN |
Vistance Networks, Inc.
|
245,593 | $4,469,792 | |
| 7 | UI |
Ubiquiti Inc.
|
5,551 | $4,386,899 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
46,076 | $3,818,318 |
All Filings in LITE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,862,133 | 29,686 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,492,405 | 6,762 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,305,222 | 57,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,934,686 | 157,108 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,317,722 | 101,343 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,443,174 | 88,662 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,430,306 | 38,345 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,533,524 | 49,755 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,335,680 | 49,328 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $595,019 | 11,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,013,446 | 44,565 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,254,053 | 39,733 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $537,993 | 9,961 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $328,618 | 6,299 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $2,228,207 | 28,056 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $220,966 | 2,264 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $383,114 | 4,586 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,245,008 | 13,133 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $220,055 | 2,929 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $10,994,597 | 135,019 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||