CIEN

Ciena Corp

3 super-investor ownerscombined $107Mlargest position 0.1%

1 EXIT

3 of the 83 super-investors we track hold CIEN, worth a combined $107M per their latest 13F filings. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 19 of 100 (how strongly the cohort backs it) — ranked #665 of 742 stocks. The stock is up 18.4x since a tracked investor first held it at conviction size (Q4 2017 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Held through it: Francois Rochon (10q straight), Lee Ainslie (6q straight), Stephen Mandel (1q straight). All multibaggers the cohort held →

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Why super-investors own CIEN

CIEN is held by 3 super-investors in our cohort, with a combined position value of $107M. The highest-conviction owner is Joel Greenblatt at 0.1% of their portfolio. Cohort ownership has shrunk from 4 to 3 over the last four quarters — net interest is fading. This quarter the cohort registered 1 exited.

AI-synthesized from 13F filings. Not investment advice.