Value Aligned Research Advisors, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1963565
PRINCETON, NJ
Position in LITE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$743,000,037
+$310,938,471 QoQ
Shares Held
1,057,260
-9.8% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
9.00%
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, 2026Value Aligned Research Advisors, LLC holds $850,254,912 across 2 Communication Equipment names. LITE ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
1,057,260 | $743,000,037 | |
| 2 | AAOI |
Applied Optoelectronics, Inc.
|
1,267,938 | $107,254,875 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $743,000,037 | 1,057,260 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $432,061,566 | 1,172,201 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||