LITE position history
The shares of Lumentum (LITE) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q4: 1,172,201 shares, $432M, 4.3% of portfolio, New
- 2026 Q1: 1,057,260 shares, $743M, 3.6% of portfolio, Reduce −9.8%
- 2026 Q2: 734,687 shares, $630M, 1.6% of portfolio, Reduce −30.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|