LITE — Lumentum Holdings Inc
In 2026 Q2, 30 of the 140 tracked hedge funds reported a position in Lumentum Holdings Inc (LITE), worth $2.86B combined. Over the quarter 9 opened or added, 35 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| Value Aligned | $630.41M | 3.80% | -30.5% |
| WT | $494.69M | 9.80% | -58.2% |
| Jericho | $405.21M | 3.30% | NEW |
| Polar Capital | $334.89M | 0.95% | -45.8% |
| Quadrature | $221.43M | 1.90% | +1458.2% |
| Renaissance | $171.30M | 0.24% | -1.6% |
| Amanah | $115.84M | 6.80% | NO CHANGE |
| Analog | $109.05M | 4.00% | -19.4% |
| Tairen | $91.78M | 8.10% | +95.4% |
| Keystone | $75.96M | 4.10% | -19.6% |
| Broad Peak | $48.85M | 9.00% | -22.6% |
| North Growth | $45.31M | 5.80% | NO CHANGE |
| Talos | $27.66M | 4.10% | -16.1% |
| Grand Alliance | $26.84M | 16.10% | -41% |
| UNICUM | $16.99M | 1.10% | +39.4% |
| Polymer | $13.72M | 2.00% | -47.4% |
| Ardsley | $8.53M | 0.93% | +61.3% |
| IMC | $6.29M | 0.06% | -92.2% |
| Panoramic | $4.84M | 2.10% | -70.6% |
| Virtus Wealth | $2.77M | 0.38% | -59.5% |
| Emerald | $2.58M | 0.06% | +0% |
| Caxton Associates | $2.48M | 0.05% | -11.4% |
| JAT | $2.02M | 4.30% | -21.7% |
| BIT | $1.53M | 0.05% | -91.3% |
| QVT | $767.96K | 0.05% | +101.6% |
| VanEck | $581.76K | 0.00% | +469.7% |
| Credit Capital | $471.93K | 0.27% | NEW |
| CastleKnight | $343.22K | 0.01% | -66.7% |
| Barnes Dennig | $307.19K | 0.25% | -30.6% |
| BOCHK | $52.34K | 0.00% | NEW |
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Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.