ROYAL LONDON ASSET MANAGEMENT LTD
Position in LITE — Lumentum Holdings Inc.
CIK 863748
UNITED KINGDOM, X0
Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,316,883
+$27,138,013 QoQ
Shares Held
77,287
+38.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#122
of 1,305 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $672,286,750 across 7 Communication Equipment names. LITE ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
3,297,324 | $387,303,677 | |
| 2 | CIEN |
Ciena Corp
|
318,654 | $156,318,906 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
77,287 | $66,316,883 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
72,825 | $30,243,494 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
617,295 | $27,846,177 | |
| 6 | UI |
Ubiquiti Inc.
|
6,509 | $3,476,001 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
8,796 | $781,612 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,316,883 | 77,287 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $39,178,870 | 55,750 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||