HVCM
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Hel Ved Capital Management’s Lumentum LITE Stock Holding History

Hel Ved Capital Management’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.3M Buy
255,390
+159,700
+167% +$15.2M 6.42% 1
2025
Q1 		$5.97M Sell
95,690
-130,950
-58% -$8.16M 2.15% 11
2024
Q4 		$19M Buy
+226,640
New +$19M 5.57% 2