Letters by company

Lumentum Holdings Inc.

1 letter discussing LITE. Everything written about it on this site is on its ticker page.

TimesSquare Capital Management AMG TimesSquare Mid Cap Growth Fund Commentary The Fund trimmed Veeva Systems after strong results, initiated Lumentum Holdings and Credo Technology on AI-networking demand, and replaced Regal Rexnord with RBC Bearings. It exited Ionis Pharmaceuticals after partnered Phase 3 failures and retained its quality-growth discipline despite sector de-ratings and valuation concerns. 3Q 2026 CRDO $28BCRS $15BDT $13B