MORGAN STANLEY

Position in LITE — Lumentum Holdings Inc.

CIK 895421 NEW YORK, NY

Back to LITE Full portfolio

Position in LITE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,124,046,579

+$401,908,682 QoQ

Shares Held

1,309,986

+27.5% QoQ

Ownership

1.46%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#11

of 1,305 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $15,513,086,013 across 39 Communication Equipment names. LITE ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	80,401,715	$9,443,985,437
2	LITE	Lumentum Holdings Inc. This page	1,309,986	$1,124,046,579
3	HPE	Hewlett Packard Enterprise Co	23,917,929	$1,078,937,766
4	CIEN	Ciena Corp	1,634,630	$801,884,084
5	MSI	Motorola Solutions, Inc.	1,849,653	$768,142,386
6	ASTS	AST SpaceMobile, Inc.	7,317,827	$650,262,100
7	NOK	Nokia Corp	33,211,071	$441,043,017
8	ZBRA	Zebra Technologies Corp	890,992	$234,562,545

All Filings in LITE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,124,046,579	1,309,986	+27.5%	Shares	Defined	2026-08-13
2026-03-31	$722,137,897	1,027,574	-2.3%	Shares	Defined	2026-05-15
2025-12-31	$387,667,844	1,051,759	+11.1%	Shares	Defined	2026-05-27
2025-09-30	$153,980,440	946,349	+9.5%	Shares	Defined	2026-05-27
2025-06-30	$82,160,163	864,298	+56.8%	Shares	Defined	2025-08-15
2025-03-31	$34,354,258	551,079	-16.1%	Shares	Defined	2025-05-15
2024-12-31	$55,135,584	656,767	+31.1%	Shares	Defined	2025-05-15
2024-09-30	$31,750,966	500,962	+20.1%	Shares	Defined	2025-05-14
2024-06-30	$21,234,041	417,008	-7.6%	Shares	Defined	2025-05-14
2024-03-31	$21,370,754	451,336	-58.0%	Shares	Defined	2024-10-17
2023-12-31	$56,380,115	1,075,546	+48.7%	Shares	Defined	2024-08-16
2023-09-30	$32,675,526	723,230	+35.3%	Shares	Defined	2023-11-15
2023-06-30	$30,322,861	534,512	+15.5%	Shares	Defined	2023-08-14
2023-03-31	$24,985,344	462,606	+6.9%	Shares	Defined	2023-05-15
2022-12-31	$22,586,107	432,933	-7.9%	Shares	Defined	2023-02-14
2022-09-30	$32,245,175	470,252	+15.8%	Shares	Defined	2022-11-14
2022-06-30	$32,254,442	406,125	+18.2%	Shares	Defined	2022-10-27
2022-03-31	$33,531,160	343,557	-10.0%	Shares	Defined	2022-10-27
2021-12-31	$40,355,906	381,544	+8.2%	Shares	Defined	2022-02-14
2021-09-30	$29,445,340	352,470	-39.4%	Shares	Defined	2021-11-15
2021-06-30	$47,744,165	582,033	+145.9%	Shares	Defined	2021-08-23
2021-03-31	$21,620,806	236,681	+4.2%	Shares	Defined	2021-05-17
2020-12-31	$21,539,316	227,208	+100.5%	Shares	Defined	2021-02-16
2020-09-30	$8,514,630	113,332	-5.8%	Shares	Defined	2020-11-13
2020-06-30	$9,799,446	120,342	-0.2%	Shares	Defined	2020-08-14
2020-03-31	$8,884,607	120,551	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.