CIENA CORP (CIEN) — Hedge Fund Ownership Q1 2026
CIEN
- CIENA CORP (CIEN) is held by 4 of 84 tracked hedge funds, with Atreides Management (6%) and Lone Pine Capital (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in CIEN stock was initiated by Lone Pine Capital (3%).
- The biggest decreases in CIEN holdings came from Atreides Management (-53%) and First Eagle Investment Management (-94%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to CIENA CORP (CIEN) by -54% vs the prior quarter.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Atreides Management
|
6.40% | 677K | -52.61% | — | $262.8M | $388.23 | — |
| 2 |
Lone Pine Capital Stephen Mandel
|
2.51% | 810K | NEW | — | $314.3M | $388.23 | — |
| 3 |
Mairs & Power
|
0.01% | 3K | -6.67% | — | $1.1M | $388.23 | — |
| 4 |
First Eagle Investment Management
|
0.00% | 3K | -93.64% | — | $1.0M | $388.23 | — |
| 4 | Total | — | 1.5M | -53.66% | — | $579.1M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.