ROYAL LONDON ASSET MANAGEMENT LTD
Position in LITE — Lumentum Holdings Inc.
CIK 863748
UNITED KINGDOM, X0
Position in LITE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$39,178,870
New position
Shares Held
55,750
first reported quarter
Ownership
0.072%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 56.51121076233184.ToString("F0")%
Shared 0.ToString("F0")%
None 43.488789237668165.ToString("F0")%
Position in Communication Equipment
Technology · as of Mar 31, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $392,022,351 across 8 Communication Equipment names. LITE ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
3,137,547 | $243,442,271 | |
| 2 | CIEN |
Ciena Corp
|
134,829 | $52,344,662 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
55,750 | $39,178,870 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
82,338 | $35,732,221 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
628,232 | $14,958,203 | |
| 6 | UI |
Ubiquiti Inc.
|
6,741 | $5,327,344 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
8,796 | $728,924 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
1,482 | $309,856 |
All Filings in LITE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,178,870 | 55,750 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||