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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%).

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 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 ↗
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 ↗
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 ↗
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 ↗