Atreides Management’s Lumentum LITE Stock Holding History

Atreides Management’s Portfolio LITE Stock Details LITE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188M	Sell
2025 Q4	$141M	Sell
2025 Q3	$107M	Sell
2025 Q2	$167M	Sell
2025 Q1	$117M	Buy
2024 Q4	$147M	Buy
2024 Q3	$107M	Buy
2024 Q2	$67M	Buy
2024 Q1	$57.5M	Buy