Bornite Capital Management
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Bornite Capital Management’s Ciena CIEN Stock Holding History

Bornite Capital Management’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.2M Buy
+100,000
New +$38.6M 5.04% 7

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State Street
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JP Morgan Chase
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bornite Capital Management's CIEN Position: Q3 2026 in Review

Bornite Capital Management opened a new position in Ciena (CIEN) in Q3 2026: 100,000 shares worth $35.2M. The stake represents 5.04% of the portfolio and ranks #7 among its holdings.

927 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Bornite Capital Management held 100,000 shares of Ciena worth $35.2M as of Q3 2026.
  • Ciena was a new Bornite Capital Management position in Q3 2026.
  • Ciena made up 5.04% of Bornite Capital Management's portfolio in Q3 2026, its #7 holding.
  • 927 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Bornite Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.