Atreides Management, LP

Position in LITE — Lumentum Holdings Inc.

CIK 1777813 BOSTON, MA

Position in LITE

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$187,910,293

+$46,812,199 QoQ

Shares Held

267,389

-30.2% QoQ

Ownership

0.344%

of shares outstanding

% of Portfolio

4.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Atreides Management, LP holds $470,621,927 across 3 Communication Equipment names. LITE ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	676,807	$262,756,781
2	LITE	Lumentum Holdings Inc. This page	267,389	$187,910,293
3	NOK	Nokia Corp	2,481,947	$19,954,853

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$187,910,293	267,389	-30.2%	Shares	Sole	2026-05-18
2025-12-31	$141,098,094	382,805	-41.7%	Shares	Sole	2026-02-17
2025-09-30	$106,893,961	656,960	-62.6%	Shares	Sole	2025-11-14
2025-06-30	$167,073,748	1,757,561	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$116,903,521	1,875,257	+6.8%	Shares	Sole	2025-05-15
2024-12-31	$147,359,030	1,755,319	+3.8%	Shares	Sole	2025-02-14
2024-09-30	$107,176,657	1,691,017	+28.5%	Shares	Sole	2024-11-14
2024-06-30	$66,991,777	1,315,628	+8.3%	Shares	Sole	2024-08-14
2024-03-31	$57,544,407	1,215,299	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.