Atreides Management’s Lumentum LITE Stock Holding History

Atreides Management’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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