Position in LITE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,371,455
+$4,368,836 QoQ
Shares Held
6,260
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#431
of 1,304 holders
Holding Since
Sep 2024
6 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, 2026AXQ CAPITAL, LP holds $10,935,551 across 12 Communication Equipment names. LITE ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
6,260 | $5,371,455 | |
| 2 | UI |
Ubiquiti Inc.
|
2,584 | $1,379,933 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
2,547 | $1,057,743 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
9,651 | $857,587 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
14,841 | $669,477 | |
| 6 | HLIT |
Harmonic Inc.
|
24,919 | $406,927 | |
| 7 | NTGR |
Netgear, Inc.
|
16,638 | $388,497 | |
| 8 | CLFD |
Clearfield, Inc.
|
8,913 | $354,648 |
All Filings in LITE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,371,455 | 6,260 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $1,002,619 | 6,162 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $667,511 | 7,022 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $659,183 | 10,574 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $607,965 | 7,242 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,116,058 | 17,609 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||