Disclosed positions

Estimated from their latest filings — positions may have changed since

$130.11M

combined est. value

Stock	Shares	Price	Value	Weight	As of
LITELumentum Holdings Inc.	124,417	$698.91	$86.96M	67%	2026-05-15
ALABAstera Labs, Inc.	92,482	$382.89	$35.41M	27%	2026-06-04
FLEXFLEX LTD.	58,898	$131.52	$7.75M	6%	2026-01-15

LITE

Lumentum Holdings Inc.

$86.96M

124,417 sh

ALAB

Astera Labs, Inc.

$35.41M

92,482 sh

FLEX

FLEX LTD.

$7.75M

58,898 sh

All filings on record

Every Form 4 transaction we track for this filer

all 11buys 0sells 2

Stock	Transaction	Date	~6mo later
ALABAstera Labs, Inc.	Grant — · 837 sh	2026-06-04	—
LITELumentum Holdings Inc.	Tax $5.28M · 5,438 sh	2026-05-15	—
LITELumentum Holdings Inc.	Tax $11.13M · 20,169 sh	2026-02-07	—
FLEXFLEX LTD.	Grant — · 337 sh	2026-01-15	—
FLEXFLEX LTD.	Sell $580.0K · 10,000 sh	2025-11-26	—
FLEXFLEX LTD.	Sell $561.7K · 10,000 sh	2025-11-20	—
FLEXFLEX LTD.	Grant — · 353 sh	2025-10-15	—
LITELumentum Holdings Inc.	Grant — · 34,393 sh	2025-08-19	—
FLEXFLEX LTD.	Grant — · 4,713 sh	2025-08-06	—
FLEXFLEX LTD.	Grant — · 436 sh	2025-07-15	—
ALABAstera Labs, Inc.	Grant — · 2,351 sh	2025-06-08	—

ALABGrant

2026-06-04 · Astera Labs, Inc.

837

—

LITETax

2026-05-15 · Lumentum Holdings Inc.

$5.28M

—

LITETax

2026-02-07 · Lumentum Holdings Inc.

$11.13M

—

FLEXGrant

2026-01-15 · FLEX LTD.

337

—

FLEXSell

2025-11-26 · FLEX LTD.

$580.0K

—

FLEXSell

2025-11-20 · FLEX LTD.

$561.7K

—

FLEXGrant

2025-10-15 · FLEX LTD.

353

—

LITEGrant

2025-08-19 · Lumentum Holdings Inc.

34,393

—

FLEXGrant

2025-08-06 · FLEX LTD.

4,713

—

FLEXGrant

2025-07-15 · FLEX LTD.

436

—

ALABGrant

2025-06-08 · Astera Labs, Inc.

2,351

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.