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LITEInformation TechnologyCommon Stock

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

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In plain English: 19 of the investors we track own this stock. In the latest quarter, 8 of them bought more of it and 12 sold some or all of theirs (3 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

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

Managers holding
19
0 vs last quarter (like-for-like)
Total value held
$2.53B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$517.55M
+51.5% vs last quarter
Net shares bought
+344.2K
Est. net flow +$318.14M
Quarter activity
8 bought · 12 sold
3 new · 3 sold out

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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns LITE?

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Who owns LITE? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# 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

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

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

Politician trades in LITE

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.