SEC 13F Intelligence

Dilation Capital Management LP / LITE

Dilation Capital Management LP’s Lumentum Hldgs Inc Position

Does Dilation Capital Management LP own Lumentum Hldgs Inc (LITE)? Yes18.3K shares worth $13M (+6.44% of its 13F portfolio) as of Q1 2026.

Position Value
$13M
Q1 2026
Shares
18.3K
% of Portfolio
+6.44%
Quarters Held
1
currently held

Position History LITE

Reported value by quarter
Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.3K$13M+6.44%

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