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North Growth Management Ltd. → LITE

North Growth Management Ltd. LITE Position History

Lumentum Holdings Inc. • Technology

Quarters held
5
Latest value
$48.5M
Q3 2026
Peak value
$48.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$24.8M
Q4 2025$34.9M
Q1 2026$37.6M
Q2 2026$45.3M
Q3 2026$48.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$48.5M50.0K——
Q2 2026$45.3M53.0K——
Q1 2026$37.6M53.0K——
Q4 2025$34.9M95.0K——
Q3 2025$24.8M152.0K——

Other funds holding LITE

Other North Growth Management Ltd. positions

AMAT

APPLIED MATERIALS

$65.8M
CIEN

CIENA

$61M
JBL

JABIL

$57.9M
CIEN

CIENA

$57.7M
CIEN

CIENA

$55.5M
CIEN

CIENA

$47.3M
JBL

JABIL

$47M
JBL

JABIL

$46.6M