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 13F 持有人
Lumentum Holdings Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,321
- 較 2026 年第 1 季 +244 家
- 持有股數
- 8,222 萬
- 較 2026 年第 1 季 +559.7 萬 (+7.3%)
- 總市值
- $704.6 億
- 較 2026 年第 1 季 +$168.1 億 (+31.3%)
- 新進機構
- 379
- 另有 525 家加碼
- 清倉機構
- 135
- 另有 326 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LITE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,321 | $704.6 億 |
| 2026 年第 1 季 | 1,089 | $540.7 億 |
| 2025 年第 4 季 | 757 | $295.1 億 |
| 2025 年第 3 季 | 589 | $128.2 億 |
| 2025 年第 2 季 | 483 | $79.6 億 |
| 2025 年第 1 季 | 422 | $50.4 億 |
| 2024 年第 4 季 | 450 | $62.3 億 |
| 2024 年第 3 季 | 386 | $46.5 億 |
| 2024 年第 2 季 | 377 | $38.7 億 |
| 2024 年第 1 季 | 366 | $35.8 億 |
| 2023 年第 4 季 | 357 | $37.6 億 |
| 2023 年第 3 季 | 366 | $31.6 億 |
| 2023 年第 2 季 | 377 | $38.8 億 |
| 2023 年第 1 季 | 387 | $34.2 億 |
| 2022 年第 4 季 | 429 | $32.9 億 |
| 2022 年第 3 季 | 443 | $46.2 億 |
| 2022 年第 2 季 | 468 | $52.8 億 |
| 2022 年第 1 季 | 479 | $66.1 億 |
| 2021 年第 4 季 | 487 | $71.4 億 |
| 2021 年第 3 季 | 434 | $55.2 億 |
| 2021 年第 2 季 | 423 | $55.8 億 |
| 2021 年第 1 季 | 478 | $63.6 億 |
2026 年第 2 季持有機構
每家機構持有 Lumentum Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amundi | 658,427 | $5.65 億 | 0.14% | +430,355+188.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 668,011 | $5.73 億 | 0.35% | +654,005+4,669.5% | 加碼 |
| Bank of America Corp | 677,839 | $5.82 億 | 0.04% | +105,286+18.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 698,988 | $6.00 億 | 0.39% | +698,988 | 新進 |
| Bank of Montreal | 723,041 | $6.20 億 | 0.23% | +455,016+169.8% | 加碼 |
| Value Aligned Research Advisors, LLC | 734,687 | $6.30 億 | 3.77% | −322,573−30.5% | 減碼 |
| Price T Rowe Associates Inc | 940,170 | $8.07 億 | 0.08% | −369,739−28.2% | 減碼 |
| Charles Schwab Investment Management Inc | 983,932 | $8.44 億 | 0.11% | +9,898+1.0% | 加碼 |
| Goldman Sachs Group Inc | 1,107,958 | $9.51 億 | 0.10% | +217,180+24.4% | 加碼 |
| Norges Bank | 1,168,079 | $10.0 億 | 0.10% | +1,168,079 | 新進 |
| Morgan Stanley | 1,309,986 | $11.2 億 | 0.06% | +282,412+27.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,370,571 | $11.8 億 | 0.52% | +965,704+238.5% | 加碼 |
| Jupiter Topco LLC | 1,889,608 | $16.2 億 | 0.66% | +1,889,608 | 新進 |
| Geode Capital Management, LLC | 2,245,102 | $19.2 億 | 0.10% | +117,660+5.5% | 加碼 |
| Invesco Ltd. | 3,176,260 | $27.3 億 | 0.22% | +1,999,867+170.0% | 加碼 |
| State Street Corp | 3,453,717 | $29.6 億 | 0.09% | +415,167+13.7% | 加碼 |
| FMR LLC | 3,519,154 | $30.2 億 | 0.13% | −3,665,886−51.0% | 減碼 |
| JPMorgan Chase & Co | 4,059,807 | $34.6 億 | 0.20% | +1,118,364+38.0% | 加碼 |
| Vanguard Portfolio Management LLC | 4,092,283 | $35.1 億 | 0.16% | +390,759+10.6% | 加碼 |
| Vanguard Capital Management LLC | 5,078,410 | $43.6 億 | 0.09% | +438,622+9.5% | 加碼 |
| BlackRock, Inc. | 9,179,958 | $78.8 億 | 0.12% | +1,342,980+17.1% | 加碼 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −283,436−100.0% | 清倉 |
| Atreides Management, LP | 0 | $0 | 0.00% | −267,389−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −212,000−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −205,903−100.0% | 清倉 |
| Panoramic Hills Capital Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −198,356−100.0% | 清倉 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −195,681−100.0% | 清倉 |
| E20 Capital Ltd | 0 | $0 | 0.00% | −186,661−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −136,800−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −97,378−100.0% | 清倉 |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −52,800−100.0% | 清倉 |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −52,749−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −47,640−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −41,190−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −36,800−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −36,321−100.0% | 清倉 |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −35,577−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −32,078−100.0% | 清倉 |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −30,773−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,686−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −26,579−100.0% | 清倉 |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −25,984−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −25,712−100.0% | 清倉 |
| Perseverance Asset Management International | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −22,112−100.0% | 清倉 |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −20,673−100.0% | 清倉 |
| Headwater Capital Co Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −16,745−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −16,458−100.0% | 清倉 |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −15,453−100.0% | 清倉 |
| SG Capital Management LLC | 0 | $0 | 0.00% | −15,387−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −14,016−100.0% | 清倉 |
| KR Capital LP | 0 | $0 | 0.00% | −12,150−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −11,800−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −11,066−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −10,927−100.0% | 清倉 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 0 | $0 | 0.00% | −10,822−100.0% | 清倉 |
| UG Investment Advisers Ltd. | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| Night Squared LP | 0 | $0 | 0.00% | −10,678−100.0% | 清倉 |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,014−100.0% | 清倉 |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −9,765−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −7,861−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −7,187−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −6,963−100.0% | 清倉 |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −6,862−100.0% | 清倉 |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −5,445−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,305−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −5,182−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −5,013−100.0% | 清倉 |
| Monolith Management Ltd | 0 | $0 | 0.00% | −4,841−100.0% | 清倉 |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −3,856−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,797−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,741−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −3,009−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −3,006−100.0% | 清倉 |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −2,892−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −2,784−100.0% | 清倉 |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −2,761−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −2,595−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Titiun Yejiel | 0 | $0 | 0.00% | −2,547−100.0% | 清倉 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,370−100.0% | 清倉 |
| Bright Valley Capital Ltd | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −2,266−100.0% | 清倉 |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −4,287−100.0% | 清倉 |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,050−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −2,013−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,008−100.0% | 清倉 |
| FACT Capital, LP | 0 | $0 | 0.00% | −1,872−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,824−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −1,689−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,421−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,310−100.0% | 清倉 |