Rokos Capital Management’s Lumentum LITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.3M	Buy	+329,061	New	+$31.3M	0.14%	35
2023 Q3	–	Sell	-226,197	Closed	-$13.1M	–	99
2023 Q2	$13.1M	Buy	+226,197	New	+$13.1M	0.13%	37