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Lumentum Holdings Inc.

LITE
Exchange
Nasdaq
Industry
Communications Equipment, NEC
SEC CIK
0001633978

In the last 90 days, Lumentum Holdings Inc. insiders filed 0 open-market purchases and 17 sales; 1,321 institutions reported holding it in 13F filings for Q2 2026, worth $70.5B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

Q2 2025 vs. Q1 2025

How the institutions holding Lumentum Holdings Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of LITE: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4226483+67
Shares80.8M11.2K83.8M+3.03M (+3.7%)
Value$5.04B$674.3K$7.96B+$2.93B (+58.1%)

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (109)

Institutions that held Lumentum Holdings Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 109 by value.

Institutions new to LITE in Q2 2025
InstitutionSharesValue% of portfolio
Driehaus Capital Management LLC786,238$74.7M0.60%
Broad Peak Investment Advisers Pte Ltd433,780$41.2M12.85%
William Blair Investment Management, LLC359,698$34.2M0.09%
Rokos Capital Management LLP329,061$31.3M0.52%
Oberweis Asset Management Inc269,050$25.6M1.11%
WT Asset Management Ltd263,000$25.0M1.75%
Meridiem Capital Partners LP190,294$18.1M1.30%
CloudAlpha Capital Management Limited/Hong Kong178,400$17.0M2.09%
GF Fund Management Co. Ltd.137,500$13.1M0.26%
LMR Partners LLP127,000$12.1M0.19%
Engineers Gate Manager LP113,182$10.8M0.13%
Zweig-DiMenna Associates LLC110,000$10.5M1.07%
Alyeska Investment Group, L.P.105,179$10.0M0.04%
Nishkama Capital, LLC104,800$9.96M1.63%
Connor, Clark & Lunn Investment Management Ltd.100,474$9.55M0.03%
Susquehanna Portfolio Strategies, LLC97,378$9.26M0.20%
CIBC World Markets Inc.88,619$8.42M0.02%
iA Global Asset Management Inc.88,170$8.38M0.13%
Sona Asset Management (US) LLC77,200$7.34M0.25%
Keystone Investors Pte Ltd53,404$5.08M1.05%
GW&K Investment Management, LLC51,568$4.90M0.04%
Panoramic Capital, LLC50,000$4.75M3.66%
1832 Asset Management L.P.44,600$4.24M0.01%
Pinpoint Asset Management (Singapore) Pte. Ltd.43,675$4.15M0.73%
EAM Investors, LLC43,092$4.10M0.62%
Divisadero Street Capital Management, LP42,605$4.05M0.27%
AQR Capital Management LLC29,005$2.76M0.00%
Tudor Investment Corp Et Al27,595$2.62M0.02%
Maxi Investments CY Ltd27,360$2.60M0.43%
Jackson Square Capital, LLC25,444$2.42M0.54%
HRT Financial LP24,099$2.29M0.01%
Diker Management LLC24,000$2.28M2.14%
Qsemble Capital Management, LP23,142$2.20M0.21%
1492 Capital Management LLC20,327$1.93M0.89%
Oliver Luxxe Assets LLC18,838$1.79M0.32%
Arrowstreet Capital, Limited Partnership18,011$1.71M0.00%
Bayesian Capital Management, LP15,400$1.46M0.23%
MYDA Advisors LLC15,000$1.43M0.40%
Cubist Systematic Strategies, LLC13,259$1.26M0.01%
One Capital Management, LLC11,857$1.13M0.04%
Future Fund LLC11,857$1.13M0.50%
S Squared Technology, LLC10,000$950.6K0.40%
Ion Asset Management Ltd.9,186$873.2K0.05%
Oak Thistle LLC8,541$811.9K0.12%
Caption Management, LLC8,517$809.6K0.07%
Eventide Asset Management, LLC7,657$727.9K0.01%
Advisory Services Network, LLC6,579$724.2K0.01%
Dark Forest Capital Management LP7,061$671.2K0.03%
Allianz SE7,000$665.4K0.02%
Lido Advisors, LLC6,575$625.1K0.00%
Morris Retirement Advisors, LLC6,140$583.6K0.27%
Summit Trail Advisors, LLC5,872$558.2K0.01%
Fox Run Management, L.L.C.5,867$557.7K0.09%
ISAM Funds (UK) Ltd5,555$528.1K0.12%
Centiva Capital, LP5,139$488.5K0.03%
Journey Strategic Wealth LLC4,677$444.6K0.01%
Teza Capital Management LLC4,547$432.2K0.32%
Mach-1 Financial Group, Inc.3,942$374.7K0.11%
Vident Advisory, LLC3,736$355.1K0.00%
Resources Investment Advisors, LLC.3,257$309.6K0.00%
Maryland State Retirement & Pension System3,176$301.9K0.01%
HSBC Holdings PLC3,130$297.7K0.00%
Blair William & Co3,120$296.6K0.00%
ProShare Advisors LLC3,077$292.5K0.00%
CWC Advisors, LLC.3,077$292.5K0.15%
Forum Financial Management, LP3,067$291.6K0.00%
Sanctuary Advisors, LLC3,065$291.3K0.00%
Marex Group plc3,022$287.3K0.01%
Captrust Financial Advisors2,909$276.5K0.00%
Corton Capital Inc.2,860$271.9K0.32%
CI Private Wealth, LLC2,814$267.5K0.00%
Machina Capital S.A.S.2,792$265.4K0.06%
Mount Yale Investment Advisors, LLC2,771$263.4K0.02%
Sender Co & Partners, Inc.2,600$247.2K0.07%
Versor Investments LP2,517$239.3K0.04%
Shelton Capital Management2,454$233.3K0.01%
Two Sigma Securities, LLC2,395$227.7K0.03%
Fiduciary Trust Co2,377$226.0K0.00%
Callan Family Office, LLC2,367$225.0K0.01%
Princeton Capital Management LLC2,339$222.3K0.07%
Fifth Third Wealth Advisors LLC2,327$221.2K0.01%
Wolverine Trading, LLC2,322$220.0K0.01%
Baird Financial Group, Inc.2,287$217.4K0.00%
Avantax Advisory Services, Inc.2,279$216.6K0.00%
State of Wyoming2,201$209.2K0.03%
CIBC Asset Management Inc2,157$205.0K0.00%
Kelly Lawrence W & Associates Inc1,240$117.9K0.03%
Family Legacy Financial Solutions, LLC834$76.1K0.06%
Symmetry Peak Management LLC740$70.3K0.80%
FNY Investment Advisers, LLC400$38.0K0.02%
Global Retirement Partners, LLC294$27.9K0.00%
Twin Peaks Wealth Advisors, LLC211$25.2K0.01%
HighMark Wealth Management LLC200$19.0K0.01%
AdvisorNet Financial, Inc122$11.6K0.00%
Versant Capital Management, Inc112$10.6K0.00%
Traub Capital Management LLC80$7.61K0.01%
Toth Financial Advisory Corp25$2.38K0.00%
Riggs Asset Managment Co. Inc.22$2.09K0.00%
Fortitude Family Office, LLC18$1.71K0.00%
Kayne Anderson Rudnick Investment Management LLC15$1.47K0.00%

Sold out (42)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of LITE in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Ophir Asset Management Pty Ltd416,887$26.0M
Junto Capital Management LP336,444$21.0M
Delta Global Management LP188,503$11.8M
Woodline Partners LP181,632$11.3M
Paloma Partners Management Co85,000$5.30M
Corebridge Financial, Inc.76,426$4.76M
Edgestream Partners, L.P.55,572$3.46M
SummitTX Capital, L.P.33,095$2.06M
Symmetry Investments LP27,900$1.74M
AI-Squared Management Ltd25,100$1.56M
Neo Ivy Capital Management25,018$1.56M
Quantitative Investment Management, LLC22,844$1.42M
Jefferies Financial Group Inc.21,324$1.33M
Ilex Capital Partners (UK) LLP20,420$1.27M
XTX Topco Ltd19,230$1.20M
Scientech Research LLC13,266$827.0K
Virtue Capital Management, LLC12,906$805.7K
FORA Capital, LLC10,293$641.7K
Dymon Asia Capital (Singapore) Pte. Ltd.8,800$548.6K
Washington Capital Management Inc8,000$498.7K
Pinebridge Investments, L.P.7,314$456.0K
Mariner, LLC5,559$346.6K
Semanteon Capital Management, LP5,335$332.6K
Whalen Wealth Management Inc.4,531$282.5K
United Services Automobile Association4,461$279.2K
Claret Asset Management Corp–$260.0K
Pacer Advisors, Inc.3,737$233.0K
Virtu Financial LLC3,638$227.0K
West Tower Group, LLC3,500$218.2K
Pinnacle Wealth Management Advisory Group, LLC3,465$216.0K
Boston Private Wealth LLC649$40.5K
Quent Capital, LLC578$36.0K
Pacifica Partners Inc.250$13.4K
Glynn Capital Management LLC75$4.67K
Hexagon Capital Partners LLC29$1.81K
Medallion Wealth Advisors, LLC28$1.78K
UMA Financial Services, Inc.21$1.31K
WealthTrak Capital Management LLC5$312
Laurel Wealth Advisors LLC2$125
True Wealth Design, LLC1$63
Activest Wealth Management1$62
Wiser Advisor Group LLC1$62

Not filed for Q2 2025 yet (6)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LITE in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Orion Portfolio Solutions, LLC9,253$576.8K
Credit Agricole S A1,150$71.7K
Noble Wealth Management PBC182$11.3K
Lindbrook Capital, LLC159$9.91K
Sandy Spring Bank72$4.49K
Mission Financial Group, LLC397–