FirstWave Capital Management LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2093108 MIAMI, FL

Position in LITE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,348,510

+$1,356,916 QoQ

Shares Held

2,737

+94.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#557

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

FirstWave Capital Management LLC holds $17,034,558 across 5 Communication Equipment names. LITE ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc.	58,277	$8,634,320
2	ONDS	Ondas Inc.	330,115	$2,720,147
3	LITE	Lumentum Holdings Inc. This page	2,737	$2,348,510
4	ASTS	AST SpaceMobile, Inc.	21,895	$1,945,589
5	HLIT	Harmonic Inc.	84,874	$1,385,992

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,348,510	2,737	+94.0%	Shares	Sole	2026-08-12
2026-03-31	$991,594	1,411	-56.4%	Shares	Sole	2026-05-12
2025-12-31	$1,192,020	3,234	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.