Polar Capital Holdings Plc

Position in LITE — Lumentum Holdings Inc.

CIK 1837309 London, X0

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$334,889,663

-$170,736,318 QoQ

Shares Held

390,287

-45.8% QoQ

Ownership

0.435%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#45

of 1,305 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Polar Capital Holdings Plc holds $407,451,987 across 2 Communication Equipment names. LITE ranks #1 (82.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LITE	Lumentum Holdings Inc. This page	390,287	$334,889,663
2	CSCO	Cisco Systems, Inc.	617,762	$72,562,324

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,889,663	390,287	-45.8%	Shares	Defined	2026-08-14
2026-03-31	$505,625,981	719,486	-30.1%	Shares	Defined	2026-05-15
2025-12-31	$379,388,581	1,029,297	-30.6%	Shares	Defined	2026-02-17
2025-09-30	$241,197,398	1,482,376	-9.8%	Shares	Defined	2025-11-14
2025-06-30	$156,287,385	1,644,092	+912.4%	Shares	Defined	2025-08-14
2025-03-31	$10,124,016	162,400	+42.6%	Shares	Defined	2025-05-15
2024-12-31	$9,561,905	113,900	-39.1%	Shares	Defined	2025-02-14
2024-09-30	$11,852,060	187,000	-12.6%	Shares	Defined	2024-11-14
2024-06-30	$10,896,880	214,000	+67.2%	Shares	Defined	2024-08-14
2024-03-31	$6,060,800	128,000	+2691.1%	Shares	Defined	2024-05-15
2022-09-30	$314,462	4,586	0.0%	Shares	Defined	2022-11-14
2022-06-30	$364,220	4,586	-88.2%	Shares	Defined	2022-08-15
2022-03-31	$3,792,833	38,861	+62.2%	Shares	Defined	2022-05-16
2021-12-31	$2,534,354	23,961	—	Shares	Defined	2022-02-14
No filing history on record for this holder in this stock.