SEC 13F Intelligence

O'neil Global Advisors, Inc. / LITE

O'neil Global Advisors, Inc.’s Lumentum Hldgs Inc Position

Does O'neil Global Advisors, Inc. own Lumentum Hldgs Inc (LITE)? Yes — 1.7K shares worth $1M (+8.22% of its 13F portfolio) as of Q1 2026, down from 2.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
1.7K
% of Portfolio
+8.22%
Quarters Held
3
currently held

Position History LITE

Reported value by quarter
Q3 ’25: $538,000Q3 ’25Q4 ’25: $972,709Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.7K$1M+8.22%
Q4 20252.6K$972,709+0.33%
Q3 20253.3K$538,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of LITE.