FIRST MANHATTAN CO. LLC.

Position in LITE — Lumentum Holdings Inc.

CIK 728083 NEW YORK, NY

Position in LITE

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

Position Value

$1,398,637

+$17,714 QoQ

Shares Held

1,630

-17.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#648

of 1,305 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $41,629,377 across 4 Communication Equipment names. LITE ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	32,396	$15,892,181
2	CSCO	Cisco Systems, Inc.	127,356	$14,959,235
3	MSI	Motorola Solutions, Inc.	22,585	$9,379,324
4	LITE	Lumentum Holdings Inc. This page	1,630	$1,398,637

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,398,637	1,630	-17.0%	Shares	Sole	2026-08-14
2026-03-31	$1,380,923	1,965	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$783,253	2,125	-16.8%	Shares	Sole	2026-02-17
2025-09-30	$415,724	2,555	-34.9%	Shares	Sole	2025-11-14
2024-03-31	$185,848	3,925	-40.3%	Shares	Sole	2024-05-15
2023-12-31	$344,661	6,575	-9.3%	Shares	Sole	2024-02-13
2023-09-30	$327,555	7,250	-17.6%	Shares	Sole	2023-11-14
2023-06-30	$499,224	8,800	-2.4%	Shares	Sole	2023-08-14
2023-03-31	$487,170	9,020	+3.4%	Shares	Sole	2023-05-15
2022-12-31	$454,922	8,720	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$603,073	8,795	-25.7%	Shares	Sole	2022-11-14
2022-06-30	$940,729	11,845	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,156,072	11,845	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$1,262,047	11,932	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$1,004,150	12,020	+3.7%	Shares	Sole	2021-11-15
2021-06-30	$951,137	11,595	+23.1%	Shares	Sole	2021-08-16
2021-03-31	$860,517	9,420	+93.2%	Shares	Sole	2021-05-14
2020-12-31	$462,150	4,875	+21.9%	Shares	Sole	2021-02-16
2020-09-30	$300,520	4,000	+14.3%	Shares	Sole	2020-11-12
2020-06-30	$285,005	3,500	+6.1%	Shares	Sole	2020-08-14
2020-03-31	$243,210	3,300	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.