Marex Group plc

Position in LITE — Lumentum Holdings Inc.

CIK 1997464 London, X0

Back to LITE Full portfolio

Position in LITE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$602,385,491

+$602,098,220 QoQ

Shares Held

857,171

+28264.4% QoQ

Ownership

1.10%

of shares outstanding

% of Portfolio

6.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

4 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)

Derivatives in LITE

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$87,845,000

PutShares

125,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Communication Equipment

Technology · as of Mar 31, 2026

Marex Group plc holds $891,755,866 across 8 Communication Equipment names. LITE ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	857,171	$602,385,491
2	ASTS	AST SpaceMobile, Inc.	2,640,662	$218,831,659
3	ONDS	Ondas Inc.	4,922,711	$44,501,306
4	AAOI	Applied Optoelectronics, Inc.	289,167	$24,460,636
5	NOK	Nokia Corp	81,898	$658,459
6	CIEN	Ciena Corp	1,215	$471,699
7	HPE	Hewlett Packard Enterprise Co	14,356	$341,816
8	LTRX	Lantronix Inc	20,000	$104,800

All Filings in LITE

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$87,845,000	125,000	-85.4%	Put	Defined	2026-05-13
2026-03-31	$602,385,491	857,171	+28264.4%	Shares	Defined	2026-05-13
2025-06-30	$287,271	3,022	-68.7%	Shares	Defined	2025-08-19
2023-12-31	$506,482	9,662	-75.2%	Shares	Defined	2026-04-02
2022-12-31	$2,036,455	39,035	—	Shares	Defined	2026-04-02
No filing history on record for this holder in this stock.