Lumentum Holdings Inc
Held by 19 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 55024U109 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns LITE?
Who added and who trimmed · Q2 2026
Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.
Who owns LITE? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank | Norges Bank Investment Management | 1.17M | $1.00B | 0.1% | — | — | — | — |
| 2 | David Shaw | D.E. Shaw & Co. | 668.01K | $573.19M | 0.4% | Added | +654.0K | +4669.5% | +$561.18M |
| 3 | Two Sigma | Two Sigma Investments | 240.23K | $206.13M | 0.2% | Reduced | -156.6K | -39.5% | -$134.33M |
| 4 | Fred Alger | Fred Alger Management | 231.79K | $198.89M | 0.7% | Added | +228.1K | +6208.8% | +$195.73M |
| 5 | Jim Simons | Renaissance Technologies | 199.64K | $171.30M | 0.2% | Reduced | -3.2K | -1.6% | -$2.74M |
| 6 | Ken Griffin | Citadel Advisors | 102.60K | $88.04M | 0.1% | Reduced | -38.1K | -27.1% | -$32.73M |
| 7 | Barrow Hanley | Barrow Hanley Mewhinney & Strauss | 76.41K | $65.57M | 0.2% | Reduced | -83.7K | -52.3% | -$71.80M |
| 8 | Israel Englander | Millennium Management | 64.18K | $55.07M | 0.0% | Reduced | -57.8K | -47.4% | -$49.63M |
| 9 | Mawer | Mawer Investment Management | 57.68K | $49.49M | 0.3% | Added | +48.8K | +549.3% | +$41.87M |
| 10 | Ken Fisher | Fisher Asset Management | 42.15K | $36.17M | 0.0% | Reduced | -46.2K | -52.3% | -$39.65M |
| 11 | Parnassus Investments | Parnassus Investments LLC | 21.43K | $18.39M | 0.0% | New | +21.4K | — | +$18.39M |
| 12 | Ron Baron | Baron Capital (BAMCO) | 20.45K | $17.54M | 0.0% | Reduced | -533 | -2.5% | -$457.35K |
| 13 | Tom Marsico | Marsico Capital Management | 18.91K | $16.22M | 0.4% | Held | 0 | 0.0% | $0 |
| 14 | Ray Dalio | Bridgewater Associates | 18.63K | $15.98M | 0.1% | Added | +12.8K | +220.2% | +$10.99M |
| 15 | Bridgeway | Bridgeway Capital Management | 5.49K | $4.71M | 0.1% | Reduced | -3.1K | -35.9% | -$2.63M |
| 16 | Steve Cohen | Point72 Asset Management | 4.16K | $3.57M | 0.0% | Reduced | -88.0K | -95.5% | -$75.47M |
| 17 | Sands Capital | Sands Capital Management | 2.96K | $2.54M | 0.0% | Added | +2.6K | +849.0% | +$2.27M |
| 18 | Polen Capital | Polen Capital Management | 243 | $208.51K | 0.0% | New | +243 | — | +$208.51K |
| 19 | Baillie Gifford | Baillie Gifford & Co | 6 | $5.15K | 0.0% | New | +6 | — | +$5.15K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Chase Coleman | Tiger Global Management | -136.8K | $96.14M |
| Stanley Druckenmiller | Duquesne Family Office | -7.0K | $4.89M |
| Light Street Capital | Light Street Capital Management | -2.9K | $2.03M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Jul 17, 2026 | LITE | Lumentum Holdings Inc. - Common Stock (LITE) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Sep 4, 2026 | 49 days Late | PTR ↗ |
| Ro Khanna Politician | Jun 30, 2026 | LITE | LUMENTUM HOLDINGS INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jul 6, 2026 | 6 days | PTR ↗ |
| Ro Khanna Politician | May 27, 2026 | LITE | LUMENTUM HOLDINGS INC. CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jun 9, 2026 | 13 days | PTR ↗ |
| Josh Gottheimer Politician | May 22, 2026 | LITE | Lumentum Holdings Inc. - Common Stock (LITE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jun 3, 2026 | 12 days | PTR ↗ |
| Gil Cisneros Politician | Apr 14, 2026 | LITE | Lumentum Holdings Inc. - Common Stock (LITE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | May 8, 2026 | 24 days | PTR ↗ |