SEC 13F Intelligence

Hood River Capital Management LLC / LITE

Hood River Capital Management LLC’s Lumentum Hldgs Inc Position

Does Hood River Capital Management LLC own Lumentum Hldgs Inc (LITE)? Yes275.6K shares worth $194M (+1.94% of its 13F portfolio) as of Q1 2026, down from 303.1K shares the prior filed quarter.

Position Value
$194M
Q1 2026
Shares
275.6K
% of Portfolio
+1.94%
Quarters Held
18
currently held

Position History LITE

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $27MQ2 ’19: $24MQ3 ’19: $34MQ3 ’19Q4 ’19: $63MQ1 ’20: $56MQ2 ’20: $62MQ2 ’20Q3 ’20: $50MQ4 ’20: $80MQ1 ’22: $37MQ1 ’22Q2 ’22: $8MQ3 ’22: $16MQ4 ’24: $33MQ4 ’24Q1 ’25: $76MQ2 ’25: $210MQ3 ’25: $97MQ3 ’25Q4 ’25: $112MQ1 ’26: $194Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026275.6K$194M+1.94%
Q4 2025303.1K$112M+1.22%
Q3 2025598.8K$97M+1.15%
Q2 20252.21M$210M+2.93%
Q1 20251.21M$76M+1.29%
Q4 2024390.8K$33M+0.48%
Q3 2022227.7K$16M+0.60%
Q2 2022105.2K$8M+0.33%
Q1 2022374.7K$37M+1.22%
Q4 2020840.0K$80M+2.64%
Q3 2020666.8K$50M+2.17%
Q2 2020763.3K$62M+2.79%
Q1 2020763.0K$56M+3.21%
Q4 2019795.7K$63M+2.73%
Q3 2019635.5K$34M+1.74%
Q2 2019456.8K$24M+1.15%
Q1 2019480.3K$27M+1.37%
Q4 2018348.6K$15M+0.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of LITE.