Position in LITE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,220,513
+$16,166,023 QoQ
Shares Held
28,773
+161.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.28%
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, 2026LBP AM SA holds $111,896,048 across 6 Communication Equipment names. LITE ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
562,004 | $43,605,889 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
28,773 | $20,220,513 | |
| 3 | GILT |
Gilat Satellite Networks Ltd
|
1,156,838 | $17,375,706 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
184,120 | $15,258,024 | |
| 5 | VSAT |
Viasat Inc
|
210,986 | $9,663,158 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
|
242,451 | $5,772,758 |
All Filings in LITE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,220,513 | 28,773 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,054,490 | 11,000 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||