Markin Volterra Fund LP

Position in LITE — Lumentum Holdings Inc.

CIK 2073603 RYE, NY

Position in LITE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$877,795

+$224,229 QoQ

Shares Held

1,023

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.01%

of 13F equity value

Holder Rank

#736

of 1,305 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Markin Volterra Fund LP holds $2,502,957 across 5 Communication Equipment names. LITE ranks #1 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	1,023	$877,795
2	HPE	Hewlett Packard Enterprise Co	11,927	$538,026
3	CSCO	Cisco Systems, Inc.	4,055	$476,300
4	VIAV	Viavi Solutions Inc.	9,806	$468,236
5	NOK	Nokia Corp	10,738	$142,600

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,795	1,023	+10.0%	Shares	Sole	2026-07-23
2026-03-31	$653,566	930	-28.2%	Shares	Sole	2026-05-15
2025-12-31	$477,324	1,295	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.