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Value Aligned Research Advisors, LLC: LITE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on LITE, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 734,687 LITE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 734,687 shares
    Change vs previous 13F -322,573 shares

    3.77% of the 13F portfolio, value $630,405,527.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,057,260 shares
    Change vs previous 13F -114,941 shares

    8.8% of the 13F portfolio, value $743,000,038.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,172,201 shares
    Change vs previous 13F not available

    8.85% of the 13F portfolio, value $432,061,567.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).