Skip to main content
Equibles

Divisadero Street Capital Management, LP

Position in LITE — Lumentum Holdings Inc.

CIK 1901865 MIAMI, FL
Back to LITE Full portfolio

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$92,831,795
+$27,340,186 QoQ
Shares Held
108,188
+16.1% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#100
of 1,312 holders
Holding Since
Jun 2025
5 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, 2026

Divisadero Street Capital Management, LP holds $99,251,367 across 3 Communication Equipment names. LITE ranks #1 (93.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LITE
Lumentum Holdings Inc.
This page 		108,188 $92,831,795
2 CLFD
Clearfield, Inc.
 130,783 $5,203,855
3 NTGR
Netgear, Inc.
 52,065 $1,215,717

All Filings in LITE

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,831,795 108,188
2026-03-31 $65,491,609 93,192
2025-12-31 $43,561,809 118,185
2025-09-30 $26,571,031 163,303
2025-06-30 $4,050,031 42,605