Perennial Investment Advisors, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1801523
Los Angeles, CA
Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$737,073
+$189,623 QoQ
Shares Held
859
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#768
of 1,304 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $3,956,833 across 6 Communication Equipment names. LITE ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
16,752 | $1,967,689 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
859 | $737,073 | |
| 3 | ONDS |
Ondas Inc.
|
47,697 | $393,023 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
3,810 | $338,556 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
632 | $262,463 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
|
5,720 | $258,029 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,073 | 859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $547,450 | 779 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||