Position in LITE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,928,526
+$35,221,644 QoQ
Shares Held
228,995
-32.9% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 83.99222690451757.ToString("F0")%
Shared 0.ToString("F0")%
None 16.007773095482435.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Driehaus Capital Management LLC holds $275,688,209 across 5 Communication Equipment names. LITE ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
228,995 | $160,928,526 | |
| 2 | AAOI |
Applied Optoelectronics, Inc.
|
632,337 | $53,489,386 | |
| 3 | FEIM |
Frequency Electronics Inc
|
491,901 | $21,771,538 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
245,954 | $20,382,207 | |
| 5 | VISN |
Vistance Networks, Inc.
|
1,050,360 | $19,116,552 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,928,526 | 228,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $125,706,882 | 341,048 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $98,778,312 | 607,082 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,739,784 | 786,238 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||