Aperture Investors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1787596 New York, NY

Position in LITE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,378,980

-$13,427,556 QoQ

Shares Held

10,500

-81.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

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

Technology · as of Mar 31, 2026

Aperture Investors, LLC holds $40,137,515 across 4 Communication Equipment names. LITE ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	784,513	$26,108,592
2	LITE	Lumentum Holdings Inc. This page	10,500	$7,378,980
3	VSAT	Viasat Inc	126,000	$5,770,800
4	AAOI	Applied Optoelectronics, Inc.	10,393	$879,143

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,378,980	10,500	-81.4%	Shares	Sole	2026-05-15
2025-12-31	$20,806,536	56,449	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.