Silphium Asset Management Ltd

Position in LITE — Lumentum Holdings Inc.

CIK 1758440 London, X0

Position in LITE

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

Position Value

$347,514

-$2,849,736 QoQ

Shares Held

405

-98.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#932

of 1,305 holders

Holding Since

Mar 2021

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Silphium Asset Management Ltd holds $1,337,002 across 3 Communication Equipment names. LITE ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOK	Nokia Corp	41,900	$556,432
2	HPE	Hewlett Packard Enterprise Co	9,600	$433,056
3	LITE	Lumentum Holdings Inc. This page	405	$347,514

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,514	405	-98.8%	Shares	Defined	2026-07-30
2021-03-31	$3,197,250	35,000	—	Shares	Defined	2025-01-30
No filing history on record for this holder in this stock.