Spear Advisors LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2119894 East Hampton, NY

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,507,304

+$4,939,364 QoQ

Shares Held

11,080

+70.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.26%

of 13F equity value

Holder Rank

#343

of 1,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Spear Advisors LLC holds $30,314,207 across 4 Communication Equipment names. LITE ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOK	Nokia Corp	784,035	$10,411,984
2	LITE	Lumentum Holdings Inc. This page	11,080	$9,507,304
3	ASTS	AST SpaceMobile, Inc.	89,941	$7,992,157
4	CIEN	Ciena Corp	4,898	$2,402,762

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,507,304	11,080	+70.5%	Shares	Sole	2026-08-14
2026-03-31	$4,567,940	6,500	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.