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Lumentum Holdings Inc.

LITE
交易所
Nasdaq
產業
Communications Equipment, NEC
SEC CIK
0001633978

近 90 天，Lumentum Holdings Inc. 內部人申報 0 筆公開市場買進、17 筆賣出；2026 年第 2 季末有 1,321 家機構在 13F 申報持有，市值合計 $704.6 億；高瓴 HHLR和Maverick 資本兩位大師持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 Lumentum Holdings Inc. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

LITE 的 13F 持有人：2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數4782423−53
股數7,229 萬6.60 萬6,796 萬−426.8 萬 (−5.9%)
市值$63.6 億$602.7 萬$55.8 億−$7.75 億 (−12.2%)

2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（57 家）

2021 年第 2 季季末持有 Lumentum Holdings Inc.、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 LITE 的機構
機構股數市值佔組合 %
ValueAct Holdings, L.P.大師ValueAct 資本967,049$7,933 萬0.88%
Snow Capital Management LP142,308$1,167 萬1.66%
Ameritas Investment Company, LLC121,727$998.9 萬0.49%
D. E. Shaw & Co., Inc.111,155$911.8 萬0.01%
Woodline Partners LP84,338$691.8 萬0.13%
Amundi62,416$512.0 萬0.00%
J. Goldman & Co LP40,161$329.4 萬0.21%
Pekin Hardy Strauss, Inc.38,820$318.4 萬0.45%
Guild Investment Management, Inc.32,376$265.6 萬2.57%
PEAK6 Investments LLC28,445$233.3 萬0.06%
Sciencast Management LP24,311$202.0 萬0.42%
Johnson Investment Counsel Inc16,676$136.8 萬0.02%
Polianta Ltd14,900$122.2 萬0.63%
Pinnacle Wealth Management Advisory Group, LLC14,460$118.6 萬0.28%
South Dakota Investment Council13,750$112.8 萬0.02%
Paloma Partners Management Co13,316$109.2 萬0.03%
Synovus Financial Corp10,359$85.0 萬0.01%
XTX Topco Ltd9,319$76.4 萬0.26%
Blueshift Asset Management, LLC6,489$53.2 萬0.03%
Oppenheimer & Co Inc6,182$50.7 萬0.01%
Hillsdale Investment Management Inc.6,100$50.1 萬0.04%
SevenBridge Financial Group, LLC5,715$46.9 萬0.15%
Claybrook Capital, LLC5,715$46.9 萬0.15%
Cipher Capital LP5,441$44.6 萬0.25%
J.Safra Asset Management Corp3,513$33.0 萬0.16%
180 Wealth Advisors, LLC3,942$31.5 萬0.07%
Teton Advisors, Inc.3,100$25.4 萬0.03%
JustInvest LLC2,975$24.4 萬0.03%
Cetera Advisors LLC2,722$22.3 萬0.01%
Qube Research & Technologies Ltd2,682$22.0 萬0.00%
Wedbush Securities Inc2,501$20.5 萬0.01%
J.W. Cole Advisors, Inc.2,468$20.2 萬0.02%
Jump Financial, LLC2,455$20.1 萬0.02%
Advisory Services Network, LLC2,178$17.9 萬0.01%
Exane Derivatives1,837$15.1 萬0.04%
Twin Tree Management, LP1,505$12.3 萬0.00%
State of Wyoming1,501$12.3 萬0.08%
Belpointe Asset Management LLC1,465$12.0 萬0.01%
Johnson Financial Group, Inc.1,373$11.3 萬0.01%
Sageworth Trust Co272$2.20 萬0.00%
Pacifica Partners Inc.250$2.10 萬0.02%
Liberty Wealth Management LLC200$1.60 萬0.01%
SRS Capital Advisors, Inc.100$8,0000.00%
Wealth Quarterback LLC76$7,0000.00%
C M Bidwell & Associates Ltd61$5,0000.00%
NuWave Investment Management, LLC56$5,0000.01%
Strategic Blueprint, LLC50$4,0000.00%
Arkadios Wealth Advisors48$3,0000.00%
Parkside Financial Bank & Trust28$2,0000.00%
CVA Family Office, LLC25$2,0000.00%
Washington Trust Co12$1,0000.00%
Rockefeller Capital Management L.P.17$1,0000.00%
Benjamin F. Edwards & Company, Inc.5$00.00%
JJJ Advisors Inc.1$00.00%
Personal Wealth Partners4$00.00%
Aspire Private Capital, LLC1$00.00%
Harel Insurance Investments & Financial Services Ltd.269––

清倉機構（110 家）

2021 年第 1 季季末持有 Lumentum Holdings Inc.、2021 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 110 家。

2021 年第 2 季清倉 LITE 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Neuberger Berman Group LLC1,022,681$9,342 萬
Lord, Abbett & Co. LLC361,954$3,306 萬
Melqart Asset Management (UK) Ltd355,000$3,243 萬
Alpine Associates Management Inc.311,258$2,844 萬
Laurion Capital Management LP204,647$1,870 萬
Polar Asset Management Partners Inc.162,700$1,486 萬
TIG Advisors, LLC133,457$1,219 萬
Brookfield Asset Management Inc.117,010$1,069 萬
Analog Century Management LP115,737$1,057 萬
Harber Asset Management LLC95,126$869.0 萬
General American Investors Co Inc95,000$867.8 萬
Balyasny Asset Management LLC75,295$687.8 萬
Alphinity Investment Management Pty Ltd69,604$635.8 萬
Commerce Bank53,455$488.2 萬
Schonfeld Strategic Advisors LLC51,975$474.8 萬
Crestline Management, LP47,248$431.6 萬
Boothbay Fund Management, LLC2,530,000$406.4 萬
1492 Capital Management LLC43,522$397.6 萬
First Washington CORP39,620$361.9 萬
ClariVest Asset Management LLC38,291$349.8 萬
Silphium Asset Management Ltd35,000$319.7 萬
Millrace Asset Group, Inc.34,745$317.4 萬
Alaska Permanent Fund Corp32,300$295.1 萬
Bluefin Capital Management, LLC29,242$267.1 萬
Chase Investment Counsel Corp25,722$234.9 萬
Sycomore Asset Management23,214$209.1 萬
Three Peaks Capital Management, LLC20,352$185.9 萬
Alpine Woods Capital Investors, LLC18,200$166.3 萬
Connacht Asset Management LP17,123$156.4 萬
Essex Investment Management Co LLC16,177$147.8 萬
LMR Partners LLP14,657$133.9 萬
Capital Fund Management S.A.13,392$122.3 萬
Mastrapasqua Asset Management Inc12,505$114.2 萬
Scott & Selber, Inc.10,801$98.7 萬
NewEdge Wealth, LLC10,397$95.0 萬
B&D White Capital Company, LLC10,050$90.4 萬
Cim, LLC11,112$89.8 萬
Vestmark Advisory Solutions, Inc.9,731$88.9 萬
Wright Investors Service Inc9,367$85.5 萬
Delphi Management Inc9,345$85.4 萬
Banco Bilbao Vizcaya Argentaria, S.A.9,125$82.4 萬
Janney Montgomery Scott LLC9,018$82.4 萬
Virginia Retirement Systems Et Al8,900$81.3 萬
Seven Eight Capital, LP7,883$74.7 萬
CIBC World Markets Corp8,128$74.2 萬
Bowling Portfolio Management LLC8,068$73.7 萬
Aigen Investment Management, LP7,957$72.7 萬
Eqis Capital Management, Inc.6,965$63.6 萬
Origin Asset Management LLP6,801$62.1 萬
Harvest Management LLC6,000$54.8 萬
Gyon Technologies Capital Management, LP5,842$53.4 萬
Occudo Quantitative Strategies LP5,673$51.8 萬
Globeflex Capital L P5,589$51.1 萬
Creative Planning5,051$46.1 萬
Capula Management Ltd5,000$45.7 萬
Caption Management, LLC5,000$45.6 萬
Toronto Dominion Bank4,500$41.1 萬
Emerald Advisers, LLC4,391$40.1 萬
Vivid Financial Management, Inc.4,330$39.6 萬
Man Group plc4,213$38.5 萬
LS Investment Advisors, LLC4,177$38.2 萬
Summit X, LLC3,703$33.7 萬
Echo Street Capital Management LLC3,559$32.5 萬
Shay Capital LLC3,500$32.0 萬
New England Research & Management, Inc.3,407$31.1 萬
Heck Capital Advisors, LLC3,281$30.0 萬
Moors & Cabot, Inc.3,272$29.9 萬
CIBC World Markets Inc.3,223$29.4 萬
Pendal Group Limited3,085$28.2 萬
Dorsey & Whitney Trust CO LLC2,799$25.6 萬
Toroso Investments, LLC2,786$25.5 萬
Horizon Investment Services, LLC2,733$25.0 萬
PFG Advisors2,732$25.0 萬
Cigna Investments Inc2,675$24.5 萬
Essex Financial Services, Inc.2,650$24.2 萬
IBM Retirement Fund2,602$23.8 萬
AE Wealth Management LLC2,602$23.8 萬
Mission Wealth Management, LP2,414$22.1 萬
KCM Investment Advisors LLC2,295$21.0 萬
Strategy Asset Managers LLC2,292$20.9 萬
Granite Investment Advisors, LLC2,275$20.8 萬
Mark Stevens2,250$20.6 萬
B. Riley Wealth Management, Inc.2,200$20.1 萬
Sowell Financial Services LLC2,450$19.9 萬
First Quadrant L P1,486$13.6 萬
Monetary Management Group Inc1,000$9.10 萬
Wealthcare Advisory Partners LLC787$7.20 萬
Pittenger & Anderson Inc775$7.10 萬
International Assets Investment Management, LLC490$4.60 萬
Valley Brook Capital Group430$3.90 萬
Exchange Traded Concepts, LLC345$3.20 萬
Valeo Financial Advisors, LLC125$1.10 萬
Manchester Financial Inc100$9,000
Wolverine Asset Management LLC107$9,000
Manchester Capital Management LLC100$9,000
Meridian Wealth Partners, LLC100$9,000
Huntington National Bank82$7,000
Certified Advisory Corp75$7,000
Tarbox Family Office, Inc.59$5,000
WealthShield Partners, LLC50$5,000

尚未申報 2021 年第 2 季的機構（2 家）

2021 年第 1 季季末持有 Lumentum Holdings Inc.、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 1 季持有 LITE、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Amundi Asset Management US, Inc.43,215$394.8 萬
Omni Partners LLP22,760$207.9 萬