Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$158,757,403
+$9,732,929 QoQ
Shares Held
185,019
-12.7% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
5.04%
of 13F equity value
Holder Rank
#74
of 1,305 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Blue Whale Capital LLP holds $218,224,439 across 2 Communication Equipment names. LITE ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
185,019 | $158,757,403 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
143,194 | $59,467,036 |
All Filings in LITE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,757,403 | 185,019 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||