Position in LITE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,816,818
-$12,273,443 QoQ
Shares Held
157,688
-52.8% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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, 2026Analog Century Management LP holds $566,122,301 across 6 Communication Equipment names. LITE ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
157,688 | $110,816,818 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
222,108 | $96,388,208 | |
| 3 | CIEN |
Ciena Corp
|
247,412 | $96,052,760 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
2,762,418 | $91,933,271 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
3,635,167 | $86,553,326 | |
| 6 | NOK |
Nokia Corp
|
10,494,766 | $84,377,918 |
All Filings in LITE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,816,818 | 157,688 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,090,261 | 333,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,571,874 | 685,710 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $86,327,313 | 908,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,347,551 | 968,039 | Shares | Sole | 2025-05-15 | |
| 2021-03-31 | $10,572,574 | 115,737 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,064,302 | 95,615 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||