Polymer Capital Management (HK) LTD
Position in LITE — Lumentum Holdings Inc.
CIK 1970465
HONG KONG, K3
Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,301,232
-$130,455 QoQ
Shares Held
8,509
-19.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#386
of 1,305 holders
Holding Since
Sep 2024
8 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, 2026Polymer Capital Management (HK) LTD holds $12,357,472 across 2 Communication Equipment names. LITE ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
8,509 | $7,301,232 | |
| 2 | NOK |
Nokia Corp
|
380,741 | $5,056,240 |
All Filings in LITE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,301,232 | 8,509 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,431,687 | 10,575 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,139,634 | 11,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,772,315 | 41,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,220,157 | 33,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,594,968 | 25,585 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,224,687 | 38,412 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,148,582 | 33,900 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||