Discovery Capital Management’s Lumentum LITE Stock Holding History

Discovery Capital 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
2025 Q4	$23M	Buy
2022 Q4	–	Sell
2022 Q3	$3.64M	Buy
2022 Q1	–	Sell
2021 Q4	$3.12M	Buy