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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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Lumentum Holdings Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

LITE 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數1,089111,321+243
股數7,722 萬59.6 萬8,222 萬+559.6 萬 (+7.3%)
市值$540.7 億$4.19 億$704.6 億+$168.1 億 (+31.3%)

11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（379 家）

2026 年第 2 季季末持有 Lumentum Holdings Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 379 家。

2026 年第 2 季新進 LITE 的機構
機構股數市值佔組合 %
Jupiter Topco LLC1,889,608$16.2 億0.66%
Norges Bank1,168,079$10.0 億0.10%
T. Rowe Price Investment Management, Inc.698,988$6.00 億0.39%
Winslow Capital Management, LLC595,561$5.11 億1.76%
Jericho Capital Asset Management L.P.472,235$4.05 億3.35%
Alyeska Investment Group, L.P.225,032$1.93 億0.50%
Clearbridge Investments, LLC182,110$1.56 億0.13%
Artisan Partners Limited Partnership139,760$1.20 億0.20%
Bank Julius Baer & Co. Ltd, Zurich107,897$9,286 萬0.24%
Keystone Investors Pte Ltd88,526$7,596 萬4.07%
Jennison Associates LLC66,862$5,737 萬0.03%
Soma Equity Partners LP62,015$5,321 萬3.71%
Westfield Capital Management Co LP53,807$4,617 萬0.15%
Jupiter Asset Management Ltd52,167$4,476 萬0.22%
Nykredit A/S52,021$4,464 萬0.17%
PFA Pension, Forsikringsaktieselskab48,843$4,191 萬0.11%
APG Asset Management N.V.54,111$4,061 萬0.10%
Blue Sparrow, LLC34,627$2,971 萬0.29%
Atalanta Sosnoff Capital, LLC33,296$2,857 萬0.50%
Incline Global Management LLC30,913$2,653 萬7.44%
Capital Fund Management S.A.29,371$2,520 萬0.18%
Harvard Management Co Inc27,243$2,338 萬0.55%
Oriental Harbor Investment Fund26,122$2,241 萬1.36%
Allen Investment Management LLC24,698$2,119 萬0.25%
Qube Research & Technologies Ltd23,988$2,058 萬0.02%
Cable Car Capital LLC23,000$1,974 萬0.42%
NZS Capital, LLC22,702$1,948 萬0.51%
Frontier Capital Management Co LLC21,893$1,879 萬0.18%
Banque Transatlantique SA21,877$1,878 萬0.41%
Parnassus Investments21,431$1,839 萬0.05%
Mn Services Vermogensbeheer B.V.20,800$1,785 萬0.13%
Virginia Retirement Systems Et Al20,800$1,785 萬0.11%
Andra AP-fonden20,399$1,750 萬0.20%
Worldquant Millennium Advisors LLC18,048$1,549 萬0.05%
Trexquant Investment LP17,164$1,473 萬0.09%
Varma Mutual Pension Insurance Co17,100$1,467 萬0.08%
Life Cycle Investment Partners Ltd16,762$1,438 萬0.07%
Generate Investment Management Ltd16,000$1,373 萬0.56%
Janney Montgomery Scott LLC15,911$1,365 萬0.03%
USS Investment Management Ltd15,508$1,330 萬0.05%
Banco Santander, S.A.11,578$993.5 萬0.06%
Tuttle Tactical Management11,453$982.7 萬6.62%
Fideuram Asset Management (Ireland) dac11,090$977.6 萬0.19%
Caisse de Depot Et Placement du Quebec10,860$931.9 萬0.01%
Shellback Capital, LP10,000$858.1 萬0.75%
SPX Equities Gestao de Recursos Ltda8,875$761.5 萬0.85%
ASR Vermogensbeheer N.V.8,864$760.5 萬0.08%
United Capital Management of KS, Inc.8,461$726.0 萬0.95%
Groupe la Francaise9,146$726.0 萬0.09%
Axxcess Wealth Management, LLC7,992$685.8 萬0.11%
Kornitzer Capital Management Inc7,875$675.7 萬0.14%
Ethic Inc.7,513$644.7 萬0.08%
Ithaka Group LLC7,208$618.5 萬1.12%
N10 Wealth, LLC6,896$591.7 萬2.10%
N10 Assets, LLC6,814$584.7 萬2.53%
Axq Capital, LP6,260$537.1 萬0.58%
Fedenia Advisers LLC5,649$484.7 萬1.15%
Decker Retirement Planning Inc.5,289$453.8 萬1.55%
Albar Capital Partners LLP5,043$432.7 萬0.56%
Weiss Asset Management LP4,905$420.9 萬0.05%
Global Retirement Partners, LLC4,885$419.2 萬0.06%
Sound Capital Solutions LLC4,790$411.0 萬0.96%
Quantitative Investment Management, LLC4,736$406.3 萬0.44%
Range Financial Group LLC4,193$359.8 萬0.98%
Two Sigma Securities, LLC4,122$353.7 萬0.31%
Meiji Yasuda America Inc3,815$327.3 萬0.55%
J. Goldman & Co LP3,611$309.8 萬0.11%
Laurion Capital Management LP3,587$307.8 萬0.22%
Deltec Asset Management LLC3,500$300.3 萬0.44%
Apeiron Capital Ltd3,500$300.3 萬1.93%
Cambient Family Office, LLC3,328$285.6 萬0.35%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund3,200$274.6 萬1.34%
Red Spruce Capital, LLC3,188$273.5 萬0.95%
Kieckhefer Group LLC3,166$271.7 萬1.11%
Capital Wealth Planning, LLC3,000$257.4 萬0.01%
Aragon Global Management, LP2,970$254.8 萬0.97%
Nutshell Asset Management Ltd2,849$244.5 萬0.82%
Diversify Advisory Services, LLC3,426$243.9 萬0.04%
Fosun International Ltd2,827$242.6 萬0.54%
Tokio Marine Asset Management Co Ltd2,728$234.1 萬0.07%
Prudent Man Advisors, LLC2,726$233.9 萬0.53%
EULAV Asset Management2,700$231.7 萬0.07%
Meiji Yasuda Asset Management Co Ltd.2,547$218.5 萬0.10%
Neville Rodie & Shaw Inc2,315$198.6 萬0.13%
NLB Skladi, upravljanje premozenja, d.o.o.2,227$191.1 萬0.07%
Twin Tree Management, LP2,222$190.7 萬0.30%
Robocap Asset Management Ltd2,203$189.0 萬1.52%
Pinebridge Investments LLC2,160$185.3 萬0.02%
CacheTech Inc.2,104$180.5 萬0.29%
Shaker Investments LLC2,093$179.6 萬0.65%
Park Capital Management, LLC2,046$175.6 萬1.03%
GAM Holding AG1,995$171.2 萬0.13%
NS Partners Ltd1,946$167.0 萬0.07%
Danica Pension, Livsforsikringsaktieselskab1,909$163.8 萬0.03%
IFG Advisory, LLC1,834$157.4 萬0.06%
Maxi Investments CY Ltd1,800$154.5 萬0.31%
Gemmer Asset Management LLC1,768$151.7 萬0.10%
Adams Wealth Management1,759$150.9 萬0.29%
Formula Growth Ltd1,700$145.9 萬0.51%
Spence Asset Management1,694$145.4 萬0.34%

清倉機構（136 家）

2026 年第 1 季季末持有 Lumentum Holdings Inc.、2026 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 136 家。

2026 年第 2 季清倉 LITE 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
1832 Asset Management L.P.283,436$1.99 億
Atreides Management, LP267,389$1.88 億
Trivest Advisors Ltd212,000$1.49 億
HRT Financial LP205,903$1.45 億
Panoramic Hills Capital Ltd200,000$1.41 億
CloudAlpha Capital Management Limited/Hong Kong198,356$1.39 億
Anatole Investment Management Ltd195,681$1.38 億
E20 Capital Ltd186,661$1.31 億
Tiger Global Management LLC大師老虎環球136,800$9,614 萬
Susquehanna Portfolio Strategies, LLC97,378$6,843 萬
FengHe Fund Management Pte. Ltd.52,800$3,711 萬
Estuary Capital Management LP52,749$3,707 萬
Valliance Asset Management Ltd47,640$3,348 萬
LMR Partners LLP41,190$2,895 萬
Dymon Asia Capital (Singapore) Pte. Ltd.36,800$2,586 萬
AI-Squared Management Ltd36,321$2,552 萬
Rivermont Capital Management LP35,577$2,500 萬
Alta Park Capital, LP32,078$2,254 萬
Whitebox Advisors LLC30,773$2,163 萬
ExodusPoint Capital Management, LP29,686$2,086 萬
William Blair Investment Management, LLC26,579$1,868 萬
Wealth High Governance Asset Management Ltda.25,984$1,826 萬
Caitong International Asset Management Co., Ltd25,712$1,807 萬
Perseverance Asset Management International25,000$1,757 萬
Hel Ved Capital Management Ltd22,112$1,554 萬
Persistent Asset Partners Ltd20,673$1,453 萬
Headwater Capital Co Ltd20,000$1,406 萬
VMS Asset Management Limited16,745$1,177 萬
Walleye Trading LLC16,458$1,157 萬
Tyro Capital Management LLC15,453$1,086 萬
SG Capital Management LLC15,387$1,081 萬
Wealth High Governance Capital Ltda14,016$985.0 萬
KR Capital LP12,150$853.9 萬
Freemont Management S.A.11,800$829.3 萬
Agf Management Ltd11,066$777.7 萬
Andar Capital Management HK Ltd11,000$773.0 萬
Kadensa Capital Ltd10,927$767.9 萬
Greenwoods Asset Management Hong Kong Ltd.大師景林資產10,822$760.5 萬
UG Investment Advisers Ltd.10,700$752.0 萬
Night Squared LP10,678$750.4 萬
Aperture Investors, LLC10,500$737.9 萬
Qsemble Capital Management, LP10,014$703.7 萬
Chapin Davis, Inc.9,765$686.2 萬
Alphadyne Asset Management LP7,861$552.4 萬
Maytus Capital Management, LLC7,187$505.1 萬
Duquesne Family Office LLC大師杜肯家族辦公室6,963$489.3 萬
Ratan Capital Management LP6,862$482.2 萬
Octahedron Capital Management L.P.5,445$382.7 萬
Sanders Morris Harris LLC5,305$372.8 萬
EAM Investors, LLC5,182$364.2 萬
Atom Investors LP5,013$352.3 萬
Monolith Management Ltd4,841$340.2 萬
Truxt Investmentos Ltda.3,856$279.8 萬
Donoghue Forlines LLC3,797$266.8 萬
Catalyst Funds Management Pty Ltd3,741$262.9 萬
Sciencast Management LP3,300$231.9 萬
Cornerstone Investment Partners, LLC3,009$211.5 萬
Triasima Portfolio Management inc.3,006$211.2 萬
Sona Asset Management (US) LLC3,000$210.8 萬
Light Street Capital Management, LLC2,892$203.2 萬
MYDA Advisors LLC2,800$196.8 萬
Ariose Capital Management Ltd2,784$195.6 萬
QP Wealth Management, LLC2,761$194.0 萬
Altfest L J & Co Inc2,595$182.4 萬
Clough Capital Partners L P2,580$181.3 萬
Titiun Yejiel2,547$179.0 萬
Pinpoint Asset Management (Singapore) Pte. Ltd.2,370$166.6 萬
Bright Valley Capital Ltd2,300$161.6 萬
TB Alternative Assets Ltd.2,266$159.2 萬
Pinkerton Retirement Specialists, LLC4,287$158.0 萬
Watershed Asset Management, L.L.C.2,200$154.6 萬
Symmetry Investments LP2,050$144.1 萬
VGI Partners Ltd2,013$141.5 萬
Inceptionr LLC2,008$141.1 萬
FACT Capital, LP1,872$131.6 萬
Lecap Asset Management Ltd1,824$128.2 萬
O'Neil Global Advisors, Inc.1,689$118.7 萬
World Equity Group, Inc.1,421$99.9 萬
Dynamic Technology Lab Private Ltd1,310$92.1 萬
SummitTX Capital, L.P.1,255$88.2 萬
Belvedere Trading LLC1,248$87.7 萬
Emerald Mutual Fund Advisers Trust1,243$87.4 萬
F/M Investments LLC1,243$87.4 萬
Taproot Management LP1,183$83.1 萬
Retireful, LLC1,179$82.9 萬
REX Advisers, LLC1,100$77.3 萬
R Squared Ltd1,000$70.3 萬
Lisanti Capital Growth, LLC920$64.7 萬
ACT Capital Management, LLC900$63.2 萬
111 Capital869$61.1 萬
Castleark Management LLC770$54.1 萬
Fieldview Capital Management, LLC766$53.8 萬
New England Research & Management, Inc.750$52.7 萬
Cim Investment Mangement Inc738$51.9 萬
New Wave Wealth Advisors LLC731$51.4 萬
Pinnbrook Capital Management LP723$50.8 萬
ABS Direct Equity Fund LLC500$48.8 萬
Evoke Wealth, LLC621$43.6 萬
Moore Capital Management, LP588$41.3 萬
Silver Oak Securities, Inc581$40.8 萬

尚未申報 2026 年第 2 季的機構（11 家）

2026 年第 1 季季末持有 Lumentum Holdings Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 LITE、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC567,182$3.99 億
CWM, LLC10,439$733.6 萬
Anfield Capital Management, LLC5,806$408.0 萬
Skopos Labs, Inc.5,713$401.5 萬
Journey Strategic Wealth LLC4,787$336.4 萬
GM Advisory Group, Inc.992$69.7 萬
U.S. Capital Wealth Advisors, LLC626$44.0 萬
Reflection Asset Management225$20.5 萬
USA Financial Portformulas Corp268$18.8 萬
Sunbelt Securities, Inc.112$7.87 萬
Financial Connections Group, Inc.50$3.50 萬