Position in LITE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$626,003,145
+$465,169,637 QoQ
Shares Held
890,778
+104.1% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.12207979990525.ToString("F0")%
Shared 0.ToString("F0")%
None 6.877920200094749.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Derivatives in LITE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$97,613,364
PutShares
138,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $6,396,314,050 across 33 Communication Equipment names. LITE ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
35,840,360 | $2,780,853,530 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
2,572,029 | $1,116,183,422 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
890,778 | $626,003,145 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
17,081,698 | $406,715,228 | |
| 5 | CIEN |
Ciena Corp
|
773,258 | $300,201,952 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
2,312,905 | $191,670,436 | |
| 7 | VISN |
Vistance Networks, Inc.
|
9,310,995 | $169,460,108 | |
| 8 | NOK |
Nokia Corp
|
13,751,039 | $110,558,353 |
All Filings in LITE
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,613,364 | 138,900 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $626,003,145 | 890,778 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $160,833,508 | 436,348 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $26,475,682 | 162,717 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,092,510 | 295,524 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,489,410 | 88,056 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $755,550 | 9,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $3,367,820 | 40,117 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $570,420 | 9,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,786,880 | 43,971 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,311,919 | 45,403 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $2,546,000 | 50,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $5,092,000 | 100,000 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $3,551,250 | 75,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $1,911,092 | 40,361 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $3,551,250 | 75,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $5,242,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $2,066,815 | 39,428 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,242,000 | 100,000 | Call | Defined | 2024-05-14 | |
| 2023-09-30 | $4,518,000 | 100,000 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $4,518,000 | 100,000 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $4,707,258 | 104,189 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $3,730,280 | 65,755 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $5,673,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $5,673,000 | 100,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $5,401,000 | 100,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $5,401,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $4,063,982 | 75,245 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $16,062,881 | 307,895 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $14,169,030 | 206,636 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,517,045 | 170,197 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $17,402,469 | 178,304 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $37,557,763 | 355,089 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $30,100,380 | 360,311 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $39,584,970 | 482,567 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,031,012 | 295,906 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $104,989,483 | 1,107,484 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $72,654,916 | 967,056 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $88,081,690 | 1,081,686 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $125,136,113 | 1,697,912 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||