Position in LITE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,634,244
+$362,924 QoQ
Shares Held
3,070
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#537
of 1,305 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, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $10,900,979 across 2 Communication Equipment names. LITE ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAOI |
Applied Optoelectronics, Inc.
|
55,796 | $8,266,735 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
3,070 | $2,634,244 |
All Filings in LITE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,634,244 | 3,070 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,271,320 | 3,232 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $316,250 | 858 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||