SEC 13F Intelligence

Aspex Management (Hk) Ltd / LITE

Aspex Management (Hk) Ltd’s Lumentum Hldgs Inc Position

Does Aspex Management (Hk) Ltd own Lumentum Hldgs Inc (LITE)? Yes203.9K shares worth $143M (+2.08% of its 13F portfolio) as of Q1 2026, down from 682.0K shares the prior filed quarter.

Position Value
$143M
Q1 2026
Shares
203.9K
% of Portfolio
+2.08%
Quarters Held
2
currently held

Position History LITE

Reported value by quarter
Q4 ’25: $251MQ4 ’25Q1 ’26: $143MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026203.9K$143M+2.08%
Q4 2025682.0K$251M+5.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspex Management (Hk) Ltd’s full portfolio or all institutional holders of LITE.