Position in LITE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$56,377,974
+$36,157,461 QoQ
Shares Held
65,704
+128.4% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#138
of 1,311 holders
Holding Since
Dec 2025
3 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, 2026LBP AM SA holds $207,962,508 across 6 Communication Equipment names. LITE ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
600,741 | $70,563,037 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
65,704 | $56,377,974 | |
| 3 | VSAT |
Viasat Inc
|
462,365 | $41,525,000 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
407,410 | $18,378,265 | |
| 5 | GILT |
Gilat Satellite Networks Ltd
|
1,329,611 | $17,697,122 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
38,500 | $3,421,110 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,377,974 | 65,704 | Shares | Defined | 2026-07-24 | |
| 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. | ||||||