PCM
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Polymer Capital Management’s Lumentum LITE Stock Holding History

Polymer Capital Management’s Portfolio LITE Stock Details LITE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.6M Buy
175,100
+69,100
+65% +$6.57M 1.97% 2
2025
Q1 		$6.61M Buy
106,000
+24,100
+29% +$1.5M 1.7% 5
2024
Q4 		$6.88M Buy
+81,900
New +$6.88M 1.86% 8