SEC 13F Intelligence

Value Aligned Research Advisors, LLC / LITE

Value Aligned Research Advisors, LLC’s Lumentum Hldgs Inc Position

Does Value Aligned Research Advisors, LLC own Lumentum Hldgs Inc (LITE)? Yes — 1.06M shares worth $743M (+3.59% of its 13F portfolio) as of Q1 2026, down from 1.17M shares the prior filed quarter.

Position Value
$743M
Q1 2026
Shares
1.06M
% of Portfolio
+3.59%
Quarters Held
2
currently held

Position History LITE

Reported value by quarter
Q4 ’25: $432MQ4 ’25Q1 ’26: $743MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.06M$743M+3.59%
Q4 20251.17M$432M+4.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Value Aligned Research Advisors, LLC’s full portfolio or all institutional holders of LITE.