Rokos Capital Management’s Lumentum LITE Stock Holding History

Rokos Capital Management’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$51.8M	Sell
2025 Q2	$31.3M	Buy
2023 Q3	–	Sell
2023 Q2	$13.1M	Buy