Position in LITE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$149,024,474
+$97,692,788 QoQ
Shares Held
212,056
+52.3% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
7.07%
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")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Blue Whale Capital LLP holds $314,275,910 across 2 Communication Equipment names. LITE ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSI |
Motorola Solutions, Inc.
|
380,790 | $165,251,436 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
212,056 | $149,024,474 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,024,474 | 212,056 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,331,686 | 139,265 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||