Driehaus Capital Management LLC

Position in LITE — Lumentum Holdings Inc.

CIK 938206 Chicago, IL

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$71,019,910

-$89,908,616 QoQ

Shares Held

82,768

-63.9% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#120

of 1,305 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Driehaus Capital Management LLC holds $138,532,618 across 3 Communication Equipment names. LITE ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	82,768	$71,019,910
2	FEIM	Frequency Electronics Inc	706,207	$46,856,834
3	AAOI	Applied Optoelectronics, Inc.	139,416	$20,655,874

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,019,910	82,768	-63.9%	Shares	Sole	2026-08-14
2026-03-31	$160,928,526	228,995	-32.9%	Shares	Sole	2026-05-15
2025-12-31	$125,706,882	341,048	-43.8%	Shares	Sole	2026-02-17
2025-09-30	$98,778,312	607,082	-22.8%	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.