Munro Partners’s Ciena CIEN Stock Holding History

Munro Partners’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 Q1	$83.5M	Sell	214,975 -89,455	-29%	-$27.4M	2.83%	15
2025 Q4	$71.2M	Sell	304,430 -252,500	-45%	-$49M	1.85%	21
2025 Q3	$81.1M	Buy	+556,930	New	+$56.7M	2.2%	23

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Munro Partners's CIEN Position: Q1 2026 in Review

Munro Partners reduced its Ciena (CIEN) stake by 29% in Q1 2026, selling an estimated $27.4M and leaving 214,975 shares worth $83.5M. The position accounts for 2.83% of the portfolio, ranked #15.

Munro Partners first reported a position in CIEN in Q3 2025 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Munro Partners held 214,975 shares of Ciena worth $83.5M as of Q1 2026.
Munro Partners sold 89,455 Ciena shares in Q1 2026, an estimated $27.4M.
Ciena made up 2.83% of Munro Partners's portfolio in Q1 2026, its #15 holding.
Munro Partners first reported a position in Ciena in Q3 2025 and has held it in 3 quarters since.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.