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Livermore
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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。

2025 年第 3 季與 2025 年第 2 季比較

持有 Lumentum Holdings Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

LITE 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數4834589+110
股數8,384 萬87.5 萬7,884 萬−412.1 萬 (−5.0%)
市值$79.6 億$8,320 萬$128.2 億+$49.3 億 (+62.6%)

4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（160 家）

2025 年第 3 季季末持有 Lumentum Holdings Inc.、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 160 家。

2025 年第 3 季新進 LITE 的機構
機構股數市值佔組合 %
Holocene Advisors, LP838,307$1.36 億0.31%
FengHe Fund Management Pte. Ltd.441,100$7,177 萬6.55%
Ardmore Road Asset Management LP180,000$2,929 萬1.89%
Headwater Capital Co Ltd125,000$2,034 萬4.98%
Two Sigma Advisers, LP111,300$1,811 萬0.04%
Quadrature Capital Ltd110,188$1,793 萬0.21%
Ariose Capital Management Ltd97,609$1,588 萬5.33%
Kadensa Capital Ltd93,137$1,515 萬1.56%
Braun Stacey Associates Inc92,957$1,513 萬0.50%
Lord, Abbett & Co. LLC90,000$1,464 萬0.04%
Ardsley Advisory Partners LP86,000$1,399 萬2.15%
Swedbank AB59,600$969.8 萬0.01%
Concentric Capital Strategies, LP56,553$920.2 萬0.44%
D. E. Shaw & Co., Inc.55,294$899.7 萬0.01%
Caxton Associates LLP52,254$850.2 萬0.23%
Portolan Capital Management, LLC49,457$804.7 萬0.44%
Moore Capital Management, LP48,300$785.9 萬0.16%
Diameter Capital Partners LP48,000$781.0 萬0.82%
Shaolin Capital Management LLC47,000$764.7 萬0.37%
Twin Tree Management, LP46,769$761.0 萬0.36%
Beacon Harbor Wealth Advisors, Inc.45,774$744.8 萬1.74%
Lazard Asset Management LLC40,798$663.8 萬0.01%
Woodline Partners LP39,950$650.0 萬0.03%
Aristeia Capital LLC38,300$623.2 萬0.19%
Monolith Management Ltd36,623$595.9 萬2.63%
Trexquant Investment LP33,976$552.8 萬0.06%
Granahan Investment Management Inc32,881$535.0 萬0.22%
LGT Group Foundation30,866$529.0 萬0.06%
Exchange Traded Concepts, LLC32,336$526.1 萬0.05%
Union Bancaire Privee, UBP SA36,440$467.1 萬0.10%
XTX Topco Ltd24,402$397.0 萬0.21%
Tairen Capital Ltd23,000$374.2 萬0.40%
Credit Agricole S A20,014$325.6 萬0.01%
Highbridge Capital Management LLC18,900$307.5 萬0.16%
Hudson Bay Capital Management LP18,900$307.5 萬0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.52,553$291.0 萬0.01%
Dymon Asia Capital (Singapore) Pte. Ltd.15,159$246.7 萬0.99%
Symmetry Investments LP14,900$242.4 萬0.20%
Williamson Legacy Group, LLC14,894$242.3 萬1.87%
Highland Capital Management, LLC14,329$233.1 萬0.12%
Dorsey Wright & Associates14,162$230.4 萬0.52%
HighVista Strategies LLC12,927$210.3 萬0.52%
Bamco Inc12,582$204.7 萬0.01%
AI-Squared Management Ltd12,000$195.3 萬2.03%
Global Trust Asset Management, LLC11,935$194.2 萬0.88%
Bouvel Investment Partners, LLC10,435$169.8 萬0.52%
HBK Investments L P9,500$154.6 萬0.02%
Mariner, LLC9,327$151.8 萬0.00%
Pacer Advisors, Inc.9,291$151.2 萬0.00%
Optimize Financial Inc9,262$150.7 萬0.78%
Bridgeway Capital Management, LLC9,120$148.4 萬0.03%
Bridgewater Associates, LP8,551$139.1 萬0.01%
China Universal Asset Management Co., Ltd.8,500$138.3 萬0.11%
Capstone Investment Advisors, LLC7,842$127.6 萬0.01%
Oasis Management Co Ltd.7,600$123.7 萬0.21%
Gsa Capital Partners LLP7,261$118.1 萬0.10%
FORA Capital, LLC7,141$116.2 萬0.21%
Baader Bank INC6,890$112.1 萬0.09%
Smith Group Asset Management, LLC6,790$110.5 萬0.06%
Sanders Morris Harris LLC6,233$101.4 萬0.13%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,007$97.7 萬0.00%
South Dakota Investment Council6,000$97.6 萬0.02%
Spire Wealth Management5,632$91.6 萬0.03%
Virtue Capital Management, LLC10,672$89.9 萬0.20%
Himension Fund5,315$86.5 萬0.05%
Integrated Wealth Concepts LLC4,751$77.3 萬0.01%
Castle Hook Partners LP4,716$76.7 萬0.01%
Truist Financial Corp4,653$75.7 萬0.00%
Chesapeake Capital Corp4,582$74.6 萬0.67%
AIA Group Ltd4,554$74.1 萬0.01%
Three Seasons Wealth, LLC4,425$72.0 萬0.07%
Pitcairn Co4,200$68.3 萬0.05%
Altfest L J & Co Inc3,723$60.6 萬0.07%
Neo Ivy Capital Management3,700$60.2 萬0.15%
OP Asset Management Ltd3,630$59.1 萬0.01%
Semanteon Capital Management, LP3,504$57.0 萬0.72%
J. Goldman & Co LP3,441$56.0 萬0.02%
Vontobel Holding Ltd.3,384$55.1 萬0.00%
Gladstone Institutional Advisory LLC3,364$54.7 萬0.02%
O'Neil Global Advisors, Inc.3,308$53.8 萬0.10%
Swiss Life Asset Management Ltd3,181$51.8 萬0.00%
Oppenheimer & Co Inc3,163$51.5 萬0.01%
Calton & Associates, Inc.3,100$50.4 萬0.08%
Sig Brokerage, LP2,880$46.9 萬0.12%
Veracity Capital LLC2,828$46.0 萬0.15%
West Michigan Advisors, LLC2,803$45.6 萬0.11%
WBI Investments2,785$45.3 萬0.12%
Chung Wu Investment Group, LLC2,600$42.3 萬0.35%
First Manhattan Co2,555$41.6 萬0.00%
Cerity Partners LLC2,418$39.3 萬0.00%
Huntleigh Advisors, Inc.2,350$38.2 萬0.07%
Edgestream Partners, L.P.2,146$34.9 萬0.01%
Yeomans Consulting Group, Inc.2,037$34.9 萬0.12%
American Trust2,119$34.5 萬0.03%
Rockefeller Capital Management L.P.2,070$33.7 萬0.00%
Fieldview Capital Management, LLC2,065$33.6 萬0.05%
Wesbanco Bank Inc2,036$33.1 萬0.01%
Harvest Fund Management Co., Ltd2,005$32.6 萬0.01%
Atlantic Union Bankshares Corp1,910$31.1 萬0.01%
Everence Capital Management Inc1,890$30.8 萬0.02%

清倉機構（50 家）

2025 年第 2 季季末持有 Lumentum Holdings Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 LITE 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
PointState Capital LP2,532,821$2.41 億
Channing Capital Management, LLC948,334$9,015 萬
Point72 Asset Management, L.P.791,708$7,526 萬
Hel Ved Capital Management Ltd255,390$2,428 萬
Shellback Capital, LP243,469$2,314 萬
FIL Ltd232,364$2,209 萬
Meridiem Capital Partners LP190,294$1,809 萬
Squarepoint Ops LLC113,325$1,077 萬
Point72 Hong Kong Ltd90,503$860.3 萬
Wolverine Asset Management LLC70,333$668.6 萬
Sora Investors LLC53,707$510.5 萬
Readystate Asset Management LP28,384$269.8 萬
Tudor Investment Corp Et Al27,595$262.3 萬
Maxi Investments CY Ltd27,360$260.1 萬
Sapience Investments, LLC21,397$203.4 萬
Collar Capital Management, LLC17,979$170.9 萬
Bayesian Capital Management, LP15,400$146.4 萬
MYDA Advisors LLC15,000$142.6 萬
Cubist Systematic Strategies, LLC13,259$126.0 萬
S Squared Technology, LLC10,000$95.1 萬
Caption Management, LLC8,517$81.0 萬
Renaissance Technologies LLC8,500$80.8 萬
ISAM Funds (UK) Ltd5,555$52.8 萬
Centiva Capital, LP5,139$48.9 萬
Diametric Capital, LP4,864$46.2 萬
Teza Capital Management LLC4,547$43.2 萬
Counterpoint Mutual Funds LLC4,341$41.3 萬
Mach-1 Financial Group, Inc.3,942$37.5 萬
Marex Group plc3,022$28.7 萬
Corton Capital Inc.2,860$27.2 萬
Petrus Trust Company, LTA2,840$27.0 萬
Mount Yale Investment Advisors, LLC2,771$26.3 萬
Versor Investments LP2,517$23.9 萬
Asset Management One Co.,Ltd.2,483$23.6 萬
Skopos Labs, Inc.1,164$11.1 萬
Family Legacy Financial Solutions, LLC834$7.61 萬
Symmetry Peak Management LLC740$7.03 萬
J.Safra Asset Management Corp308$2.93 萬
Twin Peaks Wealth Advisors, LLC211$2.52 萬
Central Trust Co140$1.33 萬
Optiver Holding B.V.120$1.14 萬
Traub Capital Management LLC80$7,605
NewSquare Capital LLC56$5,323
Riggs Asset Managment Co. Inc.22$2,092
Bryn Mawr Trust Co21$1,996
ORG Partners LLC13$1,235
Ameritas Advisory Services, LLC11$1,046
Bangor Savings Bank7$665
Putney Financial Group LLC3$285
Godsey & Gibb Associates1$96

尚未申報 2025 年第 3 季的機構（4 家）

2025 年第 2 季季末持有 Lumentum Holdings Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 LITE、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank872,956$8,298 萬
Avantax Advisory Services, Inc.2,279$21.7 萬
First Horizon Advisors, Inc.43$4,088
Parkworth Wealth Management, Inc.1$95