Munro Partners

Position in LITE — Lumentum Holdings Inc.

CIK 1768744 MELBOURNE, C3

Position in LITE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$137,480,089

+$85,901,019 QoQ

Shares Held

160,222

+118.3% QoQ

Ownership

0.179%

of shares outstanding

% of Portfolio

3.13%

of 13F equity value

Holder Rank

#83

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Munro Partners holds $162,291,682 across 3 Communication Equipment names. LITE ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	160,222	$137,480,089
2	CIEN	Ciena Corp	37,946	$18,614,789
3	VIAV	Viavi Solutions Inc.	129,776	$6,196,804

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,480,089	160,222	+118.3%	Shares	Sole	2026-08-10
2026-03-31	$51,579,070	73,395	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.