Updated
LumentumLITE · Technology
$538.59+5.67%
Market cap$48.8B
IndustryCommunication Equipment
Lumentum (LITE) Superinvestor holders
35 of the superinvestors we track hold Lumentum (LITE) in their latest 13F filings, $4.1B in total.
Summary
The largest holder is Arrowstreet Capital, with $1.2B, 0.5% of the portfolio.
In their latest quarter: 7 opened a new position, 13 added, 14 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Arrowstreet Capital | Added | 1,370,571 | $1.2B | 0.5% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 668,011 | $573M | 0.4% | Q2 2026 |
| Josh Resnick Jericho Capital Asset Management |
New position | 472,235 | $405M | 3.3% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 400,737 | $344M | 0.1% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 338,491 | $290M | 0.2% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 240,226 | $206M | 0.2% | Q2 2026 |
| Alger Fred Alger Management |
Added | 231,787 | $199M | 0.7% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Trimmed | 199,640 | $171M | 0.2% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
New position | 182,110 | $156M | 0.1% | Q2 2026 |
| Artisan Partners | New position | 139,760 | $120M | 0.2% | Q2 2026 |
| Brett Barakett Tremblant Capital Group |
Trimmed | 96,453 | $83M | 2.4% | Q2 2026 |
| Jennison Associates | New position | 66,862 | $57M | 0.0% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Trimmed | 65,997 | $57M | 0.1% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 61,088 | $52M | 0.1% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 45,000 | $39M | 0.2% | Q2 2026 |
| Man Group Man Group plc |
Added | 41,124 | $35M | 0.1% | Q2 2026 |
| Harvard Endowment Harvard Management Company |
New position | 27,243 | $23M | 0.5% | Q2 2026 |
| Robert Pitts Steadfast Capital Management |
Added | 22,434 | $19M | 0.6% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | 20,447 | $18M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 18,629 | $16M | 0.1% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 16,126 | $14M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 8,353 | $7M | 0.0% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 4,159 | $4M | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Added | 3,429 | $3M | 0.1% | Q2 2026 |
| Zhang Lei Hillhouse (HHLR Advisors) |
Added | 3,300 | $3M | 0.3% | Q2 2026 |
| Frank Sands Sands Capital Management |
Added | 2,961 | $3M | 0.0% | Q2 2026 |
| Thornburg Thornburg Investment Management |
Added | 2,563 | $2M | 0.0% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 1,630 | $1M | 0.0% | Q2 2026 |
| Lee Ainslie Maverick Capital |
Trimmed | 1,032 | $885,518 | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 783 | $671,861 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 632 | $611,000 | 0.0% | Q3 2026 |
| Alec Litowitz Magnetar Capital |
New position | 412 | $353,521 | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 306 | $298,023 | 0.0% | Q3 2026 |
| Dan Davidowitz Polen Capital Management |
New position | 243 | $208,509 | 0.0% | Q2 2026 |
| Baillie Gifford Baillie Gifford & Co |
Held | 6 | $5,828 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 35 |
| Q1 2026 | 34 |
| Q4 2025 | 21 |
| Q3 2025 | 20 |
| Q2 2025 | 16 |
| Q1 2025 | 13 |
| Q4 2024 | 15 |
| Q3 2024 | 15 |
Questions about Lumentum
Which superinvestors own Lumentum?
35 of the superinvestors we track hold Lumentum (LITE) in their latest 13F filings, $4.1B in total. Arrowstreet Capital, David Shaw, Josh Resnick, Cliff Asness, Paul Marshall, Two Sigma.
Who is the largest superinvestor holder of LITE?
The largest holder is Arrowstreet Capital, with $1.2B, 0.5% of the portfolio.
From Lumentum's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.