SEC 13F Intelligence

Valliance Asset Management Ltd / LITE

Valliance Asset Management Ltd’s Lumentum Hldgs Inc Position

Does Valliance Asset Management Ltd own Lumentum Hldgs Inc (LITE)? Yes — 47.6K shares worth $33M (+27.46% of its 13F portfolio) as of Q1 2026, up from 20.0K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
47.6K
% of Portfolio
+27.46%
Quarters Held
3
currently held

Position History LITE

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q4 ’25: $7MQ4 ’25Q1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.6K$33M+27.46%
Q4 202520.0K$7M+3.07%
Q4 202425.0K$2M+3.77%

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