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Gavin Baker’s Ciena CIEN Stock Holding History

Gavin Baker’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
Q2 		$338M Buy
688,521
+11,714
+2% +$5.97M 2.36% 7
2026
Q1 		$263M Sell
676,807
-751,423
-53% -$230M 5.25% 4
2025
Q4 		$334M Buy
1,428,230
+27,466
+2% +$5.33M 4.08% 4
2025
Q3 		$204M Buy
1,400,764
+137,946
+11% +$14M 3.97% 5
2025
Q2 		$103M Buy
+1,262,818
New +$90.6M 2.85% 14
2025
Q1 		– Sell
-74,952
Closed -$6.36M – 48
2024
Q4 		$6.36M Sell
74,952
-2,144,259
-97% -$154M 0.14% 43
2024
Q3 		$137M Sell
2,219,211
-1,373,107
-38% -$72.4M 3.48% 8
2024
Q2 		$173M Buy
3,592,318
+401,565
+13% +$19.1M 5.65% 2
2024
Q1 		$158M Buy
3,190,753
+640,373
+25% +$33.8M 3.58% 9
2023
Q4 		$115M Buy
2,550,380
+902,415
+55% +$39.8M 3.77% 9
2023
Q3 		$77.9M Buy
+1,647,965
New +$72.6M 2.55% 14

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gavin Baker's CIEN Position: Q2 2026 in Review

Gavin Baker increased its Ciena (CIEN) stake by 1.7% in Q2 2026, buying an estimated $5.97M and bringing the position to 688,521 shares worth $338M. The position accounts for 2.36% of the portfolio, ranked #7.

Gavin Baker first reported a position in CIEN in Q3 2023 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Gavin Baker held 688,521 shares of Ciena worth $338M as of Q2 2026.
  • Gavin Baker bought 11,714 Ciena shares in Q2 2026, an estimated $5.97M.
  • Ciena made up 2.36% of Gavin Baker's portfolio in Q2 2026, its #7 holding.
  • Gavin Baker first reported a position in Ciena in Q3 2023 and has held it in 11 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.