Which hedge funds own CIEN? CIENA CORP, Q2 2026 13F holders
101 tracked hedge funds disclosed a position in CIEN (CIENA CORP) in their Q2 2026 13F filings, worth $4.0bn in total. The largest holder by portfolio weight is ThornTree Capital Partners LP at 8.7% of its book. 43 opened a new position this quarter: Riposte Capital LLC, Shannon River Fund Management LLC, Sunstone Asset Management, LP, Tairen Capital Ltd. 22 exited: Kultura Capital Management LP, CloudAlpha Capital Management Limited/Hong Kong, Lone Pine Capital LLC.
- 101
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 43
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $520m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $861m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $4.0bn
- Combined value Sum of the holders' reported positions in the security.
- 8.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Kultura Capital Management LP | 4.4% | $4.8m |
| CloudAlpha Capital Management Limited/Hong Kong | 3.8% | $34.2m |
| Lone Pine Capital LLC | 2.5% | $314m |
| Ardmore Road Asset Management LP | 2.3% | $35.3m |
| Lotus Technology Management, LP | 1.7% | $455k |
| KP Management LLC | 1.7% | $5.8m |
| ION Fund Management Ltd | 1.6% | $10.7m |
| Polar Capital Holdings Plc | 1.4% | $310m |
| Steadfast Capital Management LP | 1.2% | $31.7m |
| Whale Rock Capital Management LLC | 1.2% | $89.8m |
| Gallo Partners, LP | 1.1% | $580k |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0.8% | $3.6m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.4% | $233k |
| Armistice Capital, LLC | 0.1% | $3.2m |
| Landscape Capital Management, L.L.C. | 0.09% | $1.4m |
| Qsemble Capital Management, LP | 0.08% | $1.1m |
| Sona Asset Management (US) LLC | 0.06% | $1.6m |
| Holocene Advisors, LP | 0.02% | $9.9m |
| Parallax Volatility Advisers, L.P. | 0.02% | $461k |
| Aristeia Capital, L.L.C. | 0.01% | $448k |
| Select Equity Group, L.P. | 0.01% | $1.0m |
| Tudor Investment Corp ET AL | 0.0% | $464k |
Ownership over time
Who discovered CIEN first? Beta
The run: Q1 2025 → Q2 2026, +712%
| ThornTree Capital Partners LP high conviction | Q3 2024 | 5.8% | +18.0 pts |
| Atreides Management, LP high conviction | Q2 2025 | 0.2% | +15.3 pts |
| Analog Century Management LP high conviction | Q3 2024 | 4.1% | +12.9 pts |
| Foursixthree Capital LP high conviction | Q2 2025 | – | +8.5 pts |
| Jericho Capital Asset Management L.P. high conviction | Q2 2025 | – | +8.4 pts |
| Rokos Capital Management LLP | Q1 2024 | 0.3% | +2.9 pts |
| Westerly Capital Management, LLC | Q1 2024 | 3.6% | +2.3 pts |
| Polar Capital Holdings Plc | Q4 2024 | 0.5% | +1.9 pts |
| Andar Capital Management HK Ltd high conviction | Q1 2025 | 5.6% | +1.9 pts |
| Talos Eurisko Asset Management LP high conviction | Q1 2025 | 7.6% | +1.2 pts |
| Ardsley Advisory Partners LP | Q1 2025 | 1.4% | +0.3 pts |
| Manchester Global Management (UK) Ltd | Q3 2024 | 1.2% | −0.3 pts |
| First Sabrepoint Capital Management LP | Q4 2024 | 1.0% | −0.8 pts |
| Oribel Capital Management, LP | Q1 2025 | 3.1% | – |
| SG Capital Management LLC | Q2 2025 | – | – |
| Apis Capital Advisors, LLC | Q1 2025 | 2.0% | – |
| TradeLink Capital LLC | Q2 2025 | – | – |
| Maytus Capital Management, LLC | Q2 2025 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.