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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,984 | $343.7 萬 | 0.04% | −757−16.0% | 減碼 |
| TriaGen Wealth Management LLC | 3,979 | $341.4 萬 | 0.86% | −29−0.7% | 減碼 |
| Rakuten Securities, Inc. | 3,939 | $338.0 萬 | 0.79% | −715−15.4% | 減碼 |
| Meiji Yasuda America Inc | 3,815 | $327.3 萬 | 0.55% | +3,815 | 新進 |
| Longbow Finance SA | 3,801 | $326.1 萬 | 0.42% | +298+8.5% | 加碼 |
| Maryland State Retirement & Pension System | 3,787 | $324.9 萬 | 0.06% | +211+5.9% | 加碼 |
| Armistice Capital, LLC | 3,773 | $323.7 萬 | 0.09% | −2,292−37.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,658 | $313.9 萬 | 0.03% | +497+15.7% | 加碼 |
| J. Safra Sarasin Holding AG | 3,804 | $313.9 萬 | 0.05% | +2,995+370.2% | 加碼 |
| J. Goldman & Co LP | 3,611 | $309.8 萬 | 0.11% | +3,611 | 新進 |
| New Mexico Educational Retirement Board | 3,600 | $308.9 萬 | 0.08% | −11,300−75.8% | 減碼 |
| Laurion Capital Management LP | 3,587 | $307.8 萬 | 0.22% | +3,587 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,522 | $302.2 萬 | 0.17% | +610+20.9% | 加碼 |
| Artemis Wealth Advisors, LLC | 3,500 | $300.3 萬 | 0.36% | −2,500−41.7% | 減碼 |
| Deltec Asset Management LLC | 3,500 | $300.3 萬 | 0.44% | +3,500 | 新進 |
| Apeiron Capital Ltd | 3,500 | $300.3 萬 | 1.93% | +3,500 | 新進 |
| Parallax Volatility Advisers, L.P. | 3,475 | $298.2 萬 | 0.11% | +299+9.4% | 加碼 |
| Virtue Capital Management, LLC | 3,463 | $297.2 萬 | 0.40% | −1,469−29.8% | 減碼 |
| Summit Financial, LLC | 3,457 | $296.6 萬 | 0.03% | −145−4.0% | 減碼 |
| Graham Capital Management, L.P. | 3,429 | $294.2 萬 | 0.08% | +2,667+350.0% | 加碼 |
| NBC Securities, Inc. | 3,377 | $289.8 萬 | 0.20% | −48−1.4% | 減碼 |
| NorthRock Partners, LLC | 3,364 | $288.7 萬 | 0.04% | +172+5.4% | 加碼 |
| Engineers Gate Manager LP | 3,350 | $287.5 萬 | 0.04% | −4,793−58.9% | 減碼 |
| Cambient Family Office, LLC | 3,328 | $285.6 萬 | 0.35% | +3,328 | 新進 |
| GAMMA Investing LLC | 3,328 | $285.6 萬 | 0.11% | −27−0.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,300 | $283.2 萬 | 0.34% | +1,800+120.0% | 加碼 |
| Coldstream Capital Management Inc | 3,266 | $280.2 萬 | 0.04% | +446+15.8% | 加碼 |
| SMART Wealth LLC | 3,258 | $279.6 萬 | 0.60% | +1,386+74.0% | 加碼 |
| Capstone Capital Management Ltd | 3,241 | $278.1 萬 | 1.24% | −1,050−24.5% | 減碼 |
| Virtus Wealth Solutions LLC | 3,231 | $277.2 萬 | 0.38% | −4,739−59.5% | 減碼 |
| Horizon Investments, LLC | 3,215 | $275.9 萬 | 0.03% | +1,908+146.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,202 | $274.8 萬 | 0.04% | −39−1.2% | 減碼 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 3,200 | $274.6 萬 | 1.34% | +3,200 | 新進 |
| Red Spruce Capital, LLC | 3,188 | $273.5 萬 | 0.95% | +3,188 | 新進 |
| Huntleigh Advisors, Inc. | 3,185 | $273.3 萬 | 0.38% | −195−5.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,175 | $272.2 萬 | 0.02% | +719+29.3% | 加碼 |
| Kieckhefer Group LLC | 3,166 | $271.7 萬 | 1.11% | +3,166 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 3,157 | $270.9 萬 | 0.10% | +305+10.7% | 加碼 |
| Atomi Financial Group, Inc. | 3,146 | $269.9 萬 | 0.07% | −8−0.3% | 減碼 |
| Farther Finance Advisors, LLC | 3,127 | $268.3 萬 | 0.02% | +664+27.0% | 加碼 |
| SRS Capital Advisors, Inc. | 3,094 | $265.5 萬 | 0.02% | +2,033+191.6% | 加碼 |
| Dakota Wealth Management | 3,092 | $265.3 萬 | 0.05% | +2,583+507.5% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 3,070 | $263.4 萬 | 0.53% | −162−5.0% | 減碼 |
| Emerald Advisers, LLC | 3,012 | $258.4 萬 | 0.06% | +10.0% | 加碼 |
| Castle Hook Partners LP | 3,004 | $257.8 萬 | 0.03% | −148,426−98.0% | 減碼 |
| Oasis Management Co Ltd. | 3,000 | $257.4 萬 | 0.28% | −3,835−56.1% | 減碼 |
| Capital Wealth Planning, LLC | 3,000 | $257.4 萬 | 0.01% | +3,000 | 新進 |
| Aragon Global Management, LP | 2,970 | $254.8 萬 | 0.97% | +2,970 | 新進 |
| Sands Capital Management, LLC | 2,961 | $254.1 萬 | 0.01% | +2,649+849.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,958 | $253.8 萬 | 0.84% | 00.0% | 不變 |
| Davenport & Co LLC | 2,944 | $252.6 萬 | 0.01% | +234+8.6% | 加碼 |
| Goldstream Capital Management Ltd | 2,940 | $252.3 萬 | 3.01% | −4,060−58.0% | 減碼 |
| Harbour Investments, Inc. | 2,931 | $251.5 萬 | 0.03% | +2,643+917.7% | 加碼 |
| Tobam | 2,922 | $250.7 萬 | 0.61% | −137−4.5% | 減碼 |
| Caxton Associates LLP | 2,886 | $247.6 萬 | 0.05% | −371−11.4% | 減碼 |
| Nutshell Asset Management Ltd | 2,849 | $244.5 萬 | 0.82% | +2,849 | 新進 |
| Diversify Wealth Management, LLC | 3,426 | $243.9 萬 | 0.04% | +3,016+735.6% | 加碼 |
| Diversify Advisory Services, LLC | 3,426 | $243.9 萬 | 0.04% | +3,426 | 新進 |
| Kickstand Ventures, LLC. | 2,832 | $243.0 萬 | 0.44% | −280−9.0% | 減碼 |
| Fosun International Ltd | 2,827 | $242.6 萬 | 0.54% | +2,827 | 新進 |
| Brighton Jones LLC | 2,810 | $241.1 萬 | 0.04% | +115+4.3% | 加碼 |
| AnglePoint Asset Management Ltd | 2,775 | $238.1 萬 | 1.55% | −18,906−87.2% | 減碼 |
| Resources Investment Advisors, LLC. | 2,763 | $237.1 萬 | 0.02% | +336+13.8% | 加碼 |
| FirstWave Capital Management LLC | 2,737 | $234.9 萬 | 1.04% | +1,326+94.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,728 | $234.1 萬 | 0.07% | +2,728 | 新進 |
| Prudent Man Advisors, LLC | 2,726 | $233.9 萬 | 0.53% | +2,726 | 新進 |
| EULAV Asset Management | 2,700 | $231.7 萬 | 0.07% | +2,700 | 新進 |
| Callan Family Office, LLC | 2,677 | $229.7 萬 | 0.04% | −428−13.8% | 減碼 |
| Sig Brokerage, LP | 2,672 | $229.3 萬 | 0.37% | +1,915+253.0% | 加碼 |
| Hantz Financial Services, Inc. | 2,659 | $228.2 萬 | 0.03% | −1,613−37.8% | 減碼 |
| Equitable Holdings, Inc. | 2,624 | $225.2 萬 | 0.01% | +2,020+334.4% | 加碼 |
| Laird Norton Trust Company, LLC | 2,570 | $220.5 萬 | 0.04% | +192+8.1% | 加碼 |
| Thornburg Investment Management Inc | 2,563 | $219.9 萬 | 0.02% | +1,766+221.6% | 加碼 |
| Vise Technologies, Inc. | 2,563 | $219.9 萬 | 0.02% | +1,664+185.1% | 加碼 |
| Caption Management, LLC | 2,550 | $218.8 萬 | 0.08% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 2,547 | $218.5 萬 | 0.10% | +2,547 | 新進 |
| Prelude Capital Management, LLC | 2,529 | $217.0 萬 | 0.16% | −1,909−43.0% | 減碼 |
| HB Wealth Management, LLC | 2,527 | $216.8 萬 | 0.01% | +364+16.8% | 加碼 |
| Calton & Associates, Inc. | 2,505 | $214.9 萬 | 0.31% | +1,943+345.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 2,502 | $214.7 萬 | 0.02% | −788−24.0% | 減碼 |
| Pacific Point Advisors, LLC | 2,500 | $214.5 萬 | 0.98% | −500−16.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,495 | $214.1 萬 | 0.03% | +211+9.2% | 加碼 |
| AE Wealth Management LLC | 2,487 | $213.4 萬 | 0.01% | +1,301+109.7% | 加碼 |
| Net Worth Advisory Group | 2,445 | $209.8 萬 | 0.53% | −259−9.6% | 減碼 |
| Metis Global Partners, LLC | 2,428 | $208.3 萬 | 0.05% | −252−9.4% | 減碼 |
| Private Advisory Group LLC | 2,418 | $207.5 萬 | 0.12% | +194+8.7% | 加碼 |
| Hollencrest Capital Management | 2,404 | $206.3 萬 | 0.14% | −456−15.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 2,400 | $205.9 萬 | 0.07% | +600+33.3% | 加碼 |
| Premier Fund Managers Ltd | 2,408 | $205.0 萬 | 0.19% | +200+9.1% | 加碼 |
| Central Pacific Bank - Trust Division | 2,372 | $203.5 萬 | 0.21% | +156+7.0% | 加碼 |
| Marshall Financial Group LLC | 2,363 | $202.8 萬 | 0.30% | −3,504−59.7% | 減碼 |
| Evergreen Capital Management LLC | 2,355 | $202.1 萬 | 0.04% | −34−1.4% | 減碼 |
| Hampton Road Capital Management LP | 2,350 | $201.6 萬 | 4.25% | −650−21.7% | 減碼 |
| MUFG Securities Americas Inc. | 2,343 | $201.0 萬 | 0.10% | +367+18.6% | 加碼 |
| Advisor Resource Council | 2,746 | $200.8 萬 | 0.67% | +99+3.7% | 加碼 |
| Neville Rodie & Shaw Inc | 2,315 | $198.6 萬 | 0.13% | +2,315 | 新進 |
| Gilder Gagnon Howe & Co LLC | 2,297 | $197.1 萬 | 0.02% | −2,395−51.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,272 | $195.0 萬 | 0.01% | +612+36.9% | 加碼 |
| Kimelman & Baird, LLC | 2,254 | $193.4 萬 | 0.14% | −120−5.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,241 | $192.3 萬 | 0.06% | +860+62.3% | 加碼 |