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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 2026 vs. Q1 2026

How the institutions holding Lumentum Holdings Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of LITE: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,089111,321+243
Shares77.2M596.2K82.2M+5.60M (+7.3%)
Value$54.1B$419.0M$70.5B+$16.8B (+31.3%)

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (379)

Institutions that held Lumentum Holdings Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 379 by value.

Institutions new to LITE in Q2 2026
InstitutionSharesValue% of portfolio
Jupiter Topco LLC1,889,608$1.62B0.66%
Norges Bank1,168,079$1.00B0.10%
T. Rowe Price Investment Management, Inc.698,988$599.8M0.39%
Winslow Capital Management, LLC595,561$511.0M1.76%
Jericho Capital Asset Management L.P.472,235$405.2M3.35%
Alyeska Investment Group, L.P.225,032$193.1M0.50%
Clearbridge Investments, LLC182,110$156.3M0.13%
Artisan Partners Limited Partnership139,760$119.9M0.20%
Bank Julius Baer & Co. Ltd, Zurich107,897$92.9M0.24%
Keystone Investors Pte Ltd88,526$76.0M4.07%
Jennison Associates LLC66,862$57.4M0.03%
Soma Equity Partners LP62,015$53.2M3.71%
Westfield Capital Management Co LP53,807$46.2M0.15%
Jupiter Asset Management Ltd52,167$44.8M0.22%
Nykredit A/S52,021$44.6M0.17%
PFA Pension, Forsikringsaktieselskab48,843$41.9M0.11%
APG Asset Management N.V.54,111$40.6M0.10%
Blue Sparrow, LLC34,627$29.7M0.29%
Atalanta Sosnoff Capital, LLC33,296$28.6M0.50%
Incline Global Management LLC30,913$26.5M7.44%
Capital Fund Management S.A.29,371$25.2M0.18%
Harvard Management Co Inc27,243$23.4M0.55%
Oriental Harbor Investment Fund26,122$22.4M1.36%
Allen Investment Management LLC24,698$21.2M0.25%
Qube Research & Technologies Ltd23,988$20.6M0.02%
Cable Car Capital LLC23,000$19.7M0.42%
NZS Capital, LLC22,702$19.5M0.51%
Frontier Capital Management Co LLC21,893$18.8M0.18%
Banque Transatlantique SA21,877$18.8M0.41%
Parnassus Investments21,431$18.4M0.05%
Mn Services Vermogensbeheer B.V.20,800$17.8M0.13%
Virginia Retirement Systems Et Al20,800$17.8M0.11%
Andra AP-fonden20,399$17.5M0.20%
Worldquant Millennium Advisors LLC18,048$15.5M0.05%
Trexquant Investment LP17,164$14.7M0.09%
Varma Mutual Pension Insurance Co17,100$14.7M0.08%
Life Cycle Investment Partners Ltd16,762$14.4M0.07%
Generate Investment Management Ltd16,000$13.7M0.56%
Janney Montgomery Scott LLC15,911$13.7M0.03%
USS Investment Management Ltd15,508$13.3M0.05%
Banco Santander, S.A.11,578$9.93M0.06%
Tuttle Tactical Management11,453$9.83M6.62%
Fideuram Asset Management (Ireland) dac11,090$9.78M0.19%
Caisse de Depot Et Placement du Quebec10,860$9.32M0.01%
Shellback Capital, LP10,000$8.58M0.75%
SPX Equities Gestao de Recursos Ltda8,875$7.62M0.85%
ASR Vermogensbeheer N.V.8,864$7.61M0.08%
United Capital Management of KS, Inc.8,461$7.26M0.95%
Groupe la Francaise9,146$7.26M0.09%
Axxcess Wealth Management, LLC7,992$6.86M0.11%
Kornitzer Capital Management Inc7,875$6.76M0.14%
Ethic Inc.7,513$6.45M0.08%
Ithaka Group LLC7,208$6.18M1.12%
N10 Wealth, LLC6,896$5.92M2.10%
N10 Assets, LLC6,814$5.85M2.53%
Axq Capital, LP6,260$5.37M0.58%
Fedenia Advisers LLC5,649$4.85M1.15%
Decker Retirement Planning Inc.5,289$4.54M1.55%
Albar Capital Partners LLP5,043$4.33M0.56%
Weiss Asset Management LP4,905$4.21M0.05%
Global Retirement Partners, LLC4,885$4.19M0.06%
Sound Capital Solutions LLC4,790$4.11M0.96%
Quantitative Investment Management, LLC4,736$4.06M0.44%
Range Financial Group LLC4,193$3.60M0.98%
Two Sigma Securities, LLC4,122$3.54M0.31%
Meiji Yasuda America Inc3,815$3.27M0.55%
J. Goldman & Co LP3,611$3.10M0.11%
Laurion Capital Management LP3,587$3.08M0.22%
Deltec Asset Management LLC3,500$3.00M0.44%
Apeiron Capital Ltd3,500$3.00M1.93%
Cambient Family Office, LLC3,328$2.86M0.35%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund3,200$2.75M1.34%
Red Spruce Capital, LLC3,188$2.74M0.95%
Kieckhefer Group LLC3,166$2.72M1.11%
Capital Wealth Planning, LLC3,000$2.57M0.01%
Aragon Global Management, LP2,970$2.55M0.97%
Nutshell Asset Management Ltd2,849$2.44M0.82%
Diversify Advisory Services, LLC3,426$2.44M0.04%
Fosun International Ltd2,827$2.43M0.54%
Tokio Marine Asset Management Co Ltd2,728$2.34M0.07%
Prudent Man Advisors, LLC2,726$2.34M0.53%
EULAV Asset Management2,700$2.32M0.07%
Meiji Yasuda Asset Management Co Ltd.2,547$2.19M0.10%
Neville Rodie & Shaw Inc2,315$1.99M0.13%
NLB Skladi, upravljanje premozenja, d.o.o.2,227$1.91M0.07%
Twin Tree Management, LP2,222$1.91M0.30%
Robocap Asset Management Ltd2,203$1.89M1.52%
Pinebridge Investments LLC2,160$1.85M0.02%
CacheTech Inc.2,104$1.81M0.29%
Shaker Investments LLC2,093$1.80M0.65%
Park Capital Management, LLC2,046$1.76M1.03%
GAM Holding AG1,995$1.71M0.13%
NS Partners Ltd1,946$1.67M0.07%
Danica Pension, Livsforsikringsaktieselskab1,909$1.64M0.03%
IFG Advisory, LLC1,834$1.57M0.06%
Maxi Investments CY Ltd1,800$1.54M0.31%
Gemmer Asset Management LLC1,768$1.52M0.10%
Adams Wealth Management1,759$1.51M0.29%
Formula Growth Ltd1,700$1.46M0.51%
Spence Asset Management1,694$1.45M0.34%

Sold out (136)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 136 by value.

Institutions that sold out of LITE in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
1832 Asset Management L.P.283,436$199.2M
Atreides Management, LP267,389$187.9M
Trivest Advisors Ltd212,000$149.0M
HRT Financial LP205,903$144.7M
Panoramic Hills Capital Ltd200,000$140.6M
CloudAlpha Capital Management Limited/Hong Kong198,356$139.4M
Anatole Investment Management Ltd195,681$137.5M
E20 Capital Ltd186,661$131.2M
Tiger Global Management LLCSuperinvestorTiger Global Management136,800$96.1M
Susquehanna Portfolio Strategies, LLC97,378$68.4M
FengHe Fund Management Pte. Ltd.52,800$37.1M
Estuary Capital Management LP52,749$37.1M
Valliance Asset Management Ltd47,640$33.5M
LMR Partners LLP41,190$28.9M
Dymon Asia Capital (Singapore) Pte. Ltd.36,800$25.9M
AI-Squared Management Ltd36,321$25.5M
Rivermont Capital Management LP35,577$25.0M
Alta Park Capital, LP32,078$22.5M
Whitebox Advisors LLC30,773$21.6M
ExodusPoint Capital Management, LP29,686$20.9M
William Blair Investment Management, LLC26,579$18.7M
Wealth High Governance Asset Management Ltda.25,984$18.3M
Caitong International Asset Management Co., Ltd25,712$18.1M
Perseverance Asset Management International25,000$17.6M
Hel Ved Capital Management Ltd22,112$15.5M
Persistent Asset Partners Ltd20,673$14.5M
Headwater Capital Co Ltd20,000$14.1M
VMS Asset Management Limited16,745$11.8M
Walleye Trading LLC16,458$11.6M
Tyro Capital Management LLC15,453$10.9M
SG Capital Management LLC15,387$10.8M
Wealth High Governance Capital Ltda14,016$9.85M
KR Capital LP12,150$8.54M
Freemont Management S.A.11,800$8.29M
Agf Management Ltd11,066$7.78M
Andar Capital Management HK Ltd11,000$7.73M
Kadensa Capital Ltd10,927$7.68M
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management10,822$7.61M
UG Investment Advisers Ltd.10,700$7.52M
Night Squared LP10,678$7.50M
Aperture Investors, LLC10,500$7.38M
Qsemble Capital Management, LP10,014$7.04M
Chapin Davis, Inc.9,765$6.86M
Alphadyne Asset Management LP7,861$5.52M
Maytus Capital Management, LLC7,187$5.05M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office6,963$4.89M
Ratan Capital Management LP6,862$4.82M
Octahedron Capital Management L.P.5,445$3.83M
Sanders Morris Harris LLC5,305$3.73M
EAM Investors, LLC5,182$3.64M
Atom Investors LP5,013$3.52M
Monolith Management Ltd4,841$3.40M
Truxt Investmentos Ltda.3,856$2.80M
Donoghue Forlines LLC3,797$2.67M
Catalyst Funds Management Pty Ltd3,741$2.63M
Sciencast Management LP3,300$2.32M
Cornerstone Investment Partners, LLC3,009$2.11M
Triasima Portfolio Management inc.3,006$2.11M
Sona Asset Management (US) LLC3,000$2.11M
Light Street Capital Management, LLC2,892$2.03M
MYDA Advisors LLC2,800$1.97M
Ariose Capital Management Ltd2,784$1.96M
QP Wealth Management, LLC2,761$1.94M
Altfest L J & Co Inc2,595$1.82M
Clough Capital Partners L P2,580$1.81M
Titiun Yejiel2,547$1.79M
Pinpoint Asset Management (Singapore) Pte. Ltd.2,370$1.67M
Bright Valley Capital Ltd2,300$1.62M
TB Alternative Assets Ltd.2,266$1.59M
Pinkerton Retirement Specialists, LLC4,287$1.58M
Watershed Asset Management, L.L.C.2,200$1.55M
Symmetry Investments LP2,050$1.44M
VGI Partners Ltd2,013$1.41M
Inceptionr LLC2,008$1.41M
FACT Capital, LP1,872$1.32M
Lecap Asset Management Ltd1,824$1.28M
O'Neil Global Advisors, Inc.1,689$1.19M
World Equity Group, Inc.1,421$998.6K
Dynamic Technology Lab Private Ltd1,310$920.6K
SummitTX Capital, L.P.1,255$882.0K
Belvedere Trading LLC1,248$877.0K
Emerald Mutual Fund Advisers Trust1,243$873.5K
F/M Investments LLC1,243$873.5K
Taproot Management LP1,183$831.4K
Retireful, LLC1,179$828.6K
REX Advisers, LLC1,100$773.0K
R Squared Ltd1,000$702.8K
Lisanti Capital Growth, LLC920$646.5K
ACT Capital Management, LLC900$632.5K
111 Capital869$610.7K
Castleark Management LLC770$541.1K
Fieldview Capital Management, LLC766$538.3K
New England Research & Management, Inc.750$527.1K
Cim Investment Mangement Inc738$518.6K
New Wave Wealth Advisors LLC731$513.7K
Pinnbrook Capital Management LP723$508.1K
ABS Direct Equity Fund LLC500$488.1K
Evoke Wealth, LLC621$436.4K
Moore Capital Management, LP588$413.2K
Silver Oak Securities, Inc581$408.3K

Not filed for Q2 2026 yet (11)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LITE in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC567,182$398.6M
CWM, LLC10,439$7.34M
Anfield Capital Management, LLC5,806$4.08M
Skopos Labs, Inc.5,713$4.01M
Journey Strategic Wealth LLC4,787$3.36M
GM Advisory Group, Inc.992$697.1K
U.S. Capital Wealth Advisors, LLC626$439.9K
Reflection Asset Management225$204.7K
USA Financial Portformulas Corp268$188.3K
Sunbelt Securities, Inc.112$78.7K
Financial Connections Group, Inc.50$35.0K