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LITE·Lumentum Holdings
infraenablerAI CoreData as of 2026-08-26
Holder Count
52 / 100
52 of 100 tracked investors hold LITE
Aggregate $
$7.35B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.3%
Share of aggregated AI exposure across 100 investors
Latest quarter · 2026-Q2
New
Jericho Capital
Polen Capital
Oriental Harbor
Baillie Gifford
CDPQ
Winslow Capital
APG
DSM Capital
Atalanta Sosnoff
Harvard Management
Jennison Associates+$1.10B
Jericho CapitalPolen CapitalOriental HarborBaillie GiffordCDPQWinslow CapitalAPGDSM CapitalAtalanta SosnoffHarvard ManagementJennison AssociatesAdded
Adage Capital
D.E. Shaw
Marshall Wace
Balyasny
Steadfast Capital
AQR Capital
Hudson Bay Capital
Bridgewater
CPP Investments
Fred Alger
Sands Capital
Axiom Investors
Evergreen Quality
Silvant Capital
HHLR+$1.79B
Adage CapitalD.E. ShawMarshall WaceBalyasnySteadfast CapitalAQR CapitalHudson Bay CapitalBridgewaterCPP InvestmentsFred AlgerSands CapitalAxiom InvestorsEvergreen QualitySilvant CapitalHHLRTrimmed
Holocene Advisors
Ken Fisher
T. Rowe Price
Maverick Capital
Temasek
Two Sigma
Schonfeld
Verition Fund Management
Millennium
Norges Bank
Wellington Management
Citadel
GF Fund
WT Asset
Anther Capital
E Fund
Point72
BIT Capital
Blue Whale
Avala Global
Analog Century
Himension−$789M
Holocene AdvisorsKen FisherT. Rowe PriceMaverick CapitalTemasekTwo SigmaSchonfeldVerition Fund ManagementMillenniumNorges BankWellington ManagementCitadelGF FundWT AssetAnther CapitalE FundPoint72BIT CapitalBlue WhaleAvala GlobalAnalog CenturyHimensionExited
No Exited this quarter
—Holders
Sorted by position $ (largest first); click headers to re-sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
Norges Bank Investment Management Norges Bank | $1.00B | 0.2% | TRIM2026-Q2 | Before 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $807M | 0.2% | TRIM2026-Q2 | Before 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $573M | 1.3% | ADD2026-Q2 | Before 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $511M | 2.6% | NEW2026-Q2 | Before 2020-Q1 |
WT Asset Management WT Asset Management Ltd | $495M | 11.7% | TRIM2026-Q2 | Before 2020-Q1 |
Josh Resnick / Jericho Capital Jericho Capital Asset Management L.P. | $405M | 7.8% | NEW2026-Q2 | Before 2020-Q1 |
Axiom Investors Axiom Investors LLC | $349M | 4.7% | ADD2026-Q2 | Before 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $344M | 0.5% | ADD2026-Q2 | Before 2020-Q1 |
Evergreen Quality Fund Evergreen Quality Fund GP, Ltd. | $343M | 7.0% | ADD2026-Q2 | Before 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $290M | 1.1% | ADD2026-Q2 | Before 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $206M | 0.9% | TRIM2026-Q2 | Before 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $199M | 1.0% | ADD2026-Q2 | Before 2020-Q1 |
 Peter Brown / Renaissance Technologies Renaissance Technologies LLC | $171M | 1.3% | HOLD2026-Q2 | Before 2020-Q1 |
Anther Capital Anther Capital Ltd | $167M | 5.6% | TRIM2026-Q2 | Before 2020-Q1 |
Blue Whale Capital Blue Whale Capital LLP | $159M | 7.1% | TRIM2026-Q2 | Before 2020-Q1 |
Avala Global Avala Global LP | $156M | 8.8% | TRIM2026-Q2 | Before 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $132M | 1.3% | ADD2026-Q2 | Before 2020-Q1 |
Analog Century Management Analog Century Management LP | $109M | 6.0% | TRIM2026-Q2 | Before 2020-Q1 |
Wellington Management Wellington Management Group LLP | $104M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $88M | 0.3% | TRIM2026-Q2 | Before 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $63M | 0.1% | ADD2026-Q2 | Before 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $57M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $57M | 0.4% | TRIM2026-Q2 | Before 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $56M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $55M | 0.2% | TRIM2026-Q2 | Before 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $44M | 1.0% | TRIM2026-Q2 | Before 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $41M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $36M | 0.0% | TRIM2026-Q2 | Before 2020-Q1 |
 Man Group plc Man Group plc | $35M | 0.2% | HOLD2026-Q2 | Before 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $33M | 0.5% | TRIM2026-Q2 | Before 2020-Q1 |
Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $29M | 0.8% | NEW2026-Q2 | Before 2020-Q1 |
Harvard Management Company Harvard Management Company, Inc. | $23M | 0.6% | NEW2026-Q2 | Before 2020-Q1 |
Dan Bin / Oriental Harbor Investment Master Fund Oriental Harbor Investment Master Fund | $22M | 1.4% | NEW2026-Q2 | Before 2020-Q1 |
Robert Pitts / Steadfast Capital Steadfast Capital Management LP | $19M | 2.4% | ADD2026-Q2 | Before 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $19M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
 Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $18M | 0.1% | HOLD2026-Q2 | Before 2020-Q1 |
 Marsico Capital Management Marsico Capital Management, LLC | $16M | 0.8% | HOLD2026-Q2 | Before 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $16M | 0.3% | ADD2026-Q2 | Before 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $16M | 1.0% | TRIM2026-Q2 | Before 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $15M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $15M | 0.7% | ADD2026-Q2 | Before 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $15M | 1.1% | TRIM2026-Q2 | Before 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $15M | 0.5% | TRIM2026-Q2 | Before 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $9M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $4M | 0.0% | TRIM2026-Q2 | Before 2020-Q1 |
Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $3M | 3.3% | ADD2026-Q2 | Before 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $3M | 0.0% | ADD2026-Q2 | Before 2020-Q1 |
BIT Capital BIT Capital GmbH | $2M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $885518 | 0.0% | TRIM2026-Q2 | Before 2020-Q1 |
DSM Capital Partners DSM Capital Partners LLC | $403288 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Polen Capital Management Polen Capital Management, LLC | $208509 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $5148 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Position Action Log
187 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q2 | ADD | +$54M | +62.6K | |
| 2026-Q2 | ADD | +$196M | +228.1K | |
| 2026-Q2 | TRIM | −$2M | −30.6K | |
| 2026-Q2 | TRIM | −$204M | −332.9K | |
| 2026-Q2 | NEW | +$41M | +54.1K | |
| 2026-Q2 | ADD | +$80M | +19.6K | |
| 2026-Q2 | NEW | +$29M | +33.3K | |
| 2026-Q2 | EXIT | −$188M | −267.4K | |
| 2026-Q2 | TRIM | −$14M | −20.0K | |
| 2026-Q2 | ADD | +$348M | +404.8K | |
| 2026-Q2 | NEW | +$5K | +6 | |
| 2026-Q2 | ADD | +$66M | +59.6K | |
| 2026-Q2 | TRIM | −$3M | −533 | |
| 2026-Q2 | TRIM | −$13M | −18.7K | |
| 2026-Q2 | TRIM | −$10M | −27.0K | |
| 2026-Q2 | ADD | +$12M | +12.8K | |
| 2026-Q2 | NEW | +$9M | +10.9K | |
| 2026-Q2 | TRIM | −$11M | −38.1K | |
| 2026-Q2 | ADD | +$59M | +68.3K | |
| 2026-Q2 | NEW | +$22M | +26.1K | |
| 2026-Q2 | ADD | +$563M | +654.0K | |
| 2026-Q2 | NEW | +$403K | +470 | |
| 2026-Q2 | EXIT | −$5M | −7.0K | |
| 2026-Q2 | TRIM | −$133M | −192.3K | |
| 2026-Q2 | ADD | +$296M | +332.2K | |
| 2026-Q2 | TRIM | −$26M | −46.2K | |
| 2026-Q2 | TRIM | −$167M | −245.8K | |
| 2026-Q2 | EXIT | −$8M | −10.8K | |
| 2026-Q2 | NEW | +$23M | +27.2K | |
| 2026-Q2 | ADD | +$2M | +1.8K | |
| 2026-Q2 | TRIM | −$2M | −1.0K | |
| 2026-Q2 | TRIM | −$12M | −31.5K | |
| 2026-Q2 | ADD | +$11M | +11.6K | |
| 2026-Q2 | NEW | +$57M | +66.9K | |
| 2026-Q2 | NEW | +$405M | +472.2K | |
| 2026-Q2 | EXIT | −$2M | −2.9K | |
| 2026-Q2 | ADD | +$7M | +1.4K | |
| 2026-Q2 | ADD | +$80M | +38.8K | |
| 2026-Q2 | TRIM | −$641K | −1.1K | |
| 2026-Q2 | TRIM | −$31M | −57.8K | |
| 2026-Q2 | TRIM | −$528M | −119.2K | |
| 2026-Q2 | TRIM | −$61M | −88.0K | |
| 2026-Q2 | NEW | +$209K | +243 | |
| 2026-Q2 | TRIM | −$29M | −3.2K | |
| 2026-Q2 | ADD | +$2M | +2.6K | |
| 2026-Q2 | TRIM | −$6M | −19.6K | |
| 2026-Q2 | ADD | +$12M | +12.8K | |
| 2026-Q2 | ADD | +$14M | +14.3K | |
| 2026-Q2 | TRIM | −$114M | −369.7K | |
| 2026-Q2 | TRIM | −$679K | −3.9K | |
| 2026-Q2 | EXIT | −$96M | −136.8K | |
| 2026-Q2 | EXIT | −$149M | −212.0K | |
| 2026-Q2 | TRIM | −$73M | −156.6K | |
| 2026-Q2 | TRIM | −$2M | −7.4K | |
| 2026-Q2 | TRIM | −$15M | −48.1K | |
| 2026-Q2 | NEW | +$511M | +595.6K | |
| 2026-Q2 | TRIM | −$475M | −803.6K | |
| 2026-Q1 | NEW | +$2M | +2.7K | |
| 2026-Q1 | ADD | +$233M | +297.4K | |
| 2026-Q1 | EXIT | −$479M | −1.30M | |
| 2026-Q1 | TRIM | −$47M | −115.4K | |
| 2026-Q1 | TRIM | −$3M | −95.1K | |
| 2026-Q1 | ADD | +$10M | +7.0K | |
| 2026-Q1 | TRIM | −$4M | −15.0K | |
| 2026-Q1 | ADD | +$9M | +11.5K | |
| 2026-Q1 | NEW | +$5M | +7.0K | |
| 2026-Q1 | TRIM | −$135M | −447.4K | |
| 2026-Q1 | NEW | +$1M | +1.5K | |
| 2026-Q1 | TRIM | −$24M | −24.2K | |
| 2026-Q1 | NEW | +$2M | +2.9K | |
| 2026-Q1 | TRIM | −$8M | −13.7K | |
| 2026-Q1 | ADD | +$174M | +200.4K | |
| 2026-Q1 | NEW | +$2M | +2.2K | |
| 2026-Q1 | TRIM | −$48M | −598.6K | |
| 2026-Q1 | TRIM | −$104M | −364.8K | |
| 2026-Q1 | NEW | +$219K | +312 | |
| 2026-Q1 | NEW | +$6M | +8.1K | |
| 2026-Q1 | ADD | +$736M | +810.3K | |
| 2026-Q1 | NEW | +$18M | +25.9K | |
| 2026-Q1 | NEW | +$96M | +136.8K | |
| 2025-Q4 | ADD | +$24M | +43.6K | |
| 2025-Q4 | NEW | +$479M | +1.30M | |
| 2025-Q4 | TRIM | −$34M | −274.2K | |
| 2025-Q4 | TRIM | −$36M | −18.7K | |
| 2025-Q4 | ADD | +$3M | +1.3K | |
| 2025-Q4 | ADD | +$6M | +12.2K | |
| 2025-Q4 | TRIM | −$8M | −52.7K | |
| 2025-Q4 | TRIM | −$64M | −282.1K | |
| 2025-Q4 | TRIM | −$92M | −716.6K | |
| 2025-Q4 | ADD | +$18M | +44.2K | |
| 2025-Q4 | ADD | +$25M | +29.5K | |
| 2025-Q4 | ADD | +$392M | +414.4K | |
| 2025-Q4 | NEW | +$168M | +456.9K | |
| 2025-Q4 | ADD | +$135M | +199.7K | |
| 2025-Q3 | ADD | +$4M | +11.2K | |
| 2025-Q3 | TRIM | −$60M | −1.10M | |
| 2025-Q3 | ADD | +$28M | +146.2K | |
| 2025-Q3 | NEW | +$2M | +12.6K | |
| 2025-Q3 | NEW | +$1M | +8.6K | |
| 2025-Q3 | NEW | +$9M | +55.3K | |
| 2025-Q3 | TRIM | −$55M | −2.4K | |
| 2025-Q3 | NEW | +$136M | +838.3K | |
| 2025-Q3 | TRIM | −$6M | −66.6K | |
| 2025-Q3 | ADD | +$10M | +52.8K | |
| 2025-Q3 | ADD | +$44M | +247.1K | |
| 2025-Q2 | NEW | +$3M | +29.0K | |
| 2025-Q2 | TRIM | −$50M | −117.7K | |
| 2025-Q2 | TRIM | −$26M | −442.4K | |
| 2025-Q2 | ADD | +$36M | +150.0K | |
| 2025-Q2 | TRIM | −$422K | −46.5K | |
| 2025-Q2 | TRIM | −$17M | −288.9K | |
| 2025-Q2 | TRIM | −$26M | −47.2K | |
| 2025-Q2 | TRIM | −$163M | −3.04M | |
| 2025-Q2 | ADD | +$2M | +3.0K | |
| 2025-Q1 | ADD | +$30M | +119.9K | |
| 2025-Q1 | ADD | +$6M | +60.4K | |
| 2025-Q1 | EXIT | −$10M | −113.8K | |
| 2025-Q1 | TRIM | −$16M | −17.0K | |
| 2025-Q1 | ADD | +$2M | +8.7K | |
| 2025-Q1 | ADD | +$6M | +13.1K | |
| 2025-Q1 | ADD | +$12M | +98.7K | |
| 2025-Q1 | ADD | +$9M | +874.6K | |
| 2025-Q1 | TRIM | −$6M | −64.6K | |
| 2024-Q4 | ADD | +$40M | +64.3K | |
| 2024-Q4 | ADD | +$34M | +390.8K | |
| 2024-Q4 | TRIM | −$2M | −66.9K | |
| 2024-Q4 | ADD | +$21M | +108.7K | |
| 2024-Q4 | ADD | +$9M | +109.8K | |
| 2024-Q4 | NEW | +$25M | +292.8K | |
| 2024-Q4 | ADD | +$28M | +171.7K | |
| 2024-Q4 | TRIM | −$5M | −1.04M | |
| 2024-Q4 | ADD | +$6M | +56.5K | |
| 2024-Q3 | ADD | +$40M | +375.4K | |
| 2024-Q3 | TRIM | −$3M | −73.4K | |
| 2024-Q3 | NEW | +$11M | +180.7K | |
| 2024-Q3 | TRIM | −$7M | −808 | |
| 2024-Q3 | EXIT | −$11M | −222.4K | |
| 2024-Q3 | NEW | +$235K | +3.7K | |
| 2024-Q3 | ADD | +$13M | +98.8K | |
| 2024-Q3 | ADD | +$88M | +760.2K | |
| 2024-Q3 | TRIM | −$315K | −7.9K | |
| 2024-Q2 | ADD | +$9M | +100.3K | |
| 2024-Q2 | ADD | +$5M | +86.7K | |
| 2024-Q2 | TRIM | −$2M | −120 | |
| 2024-Q2 | TRIM | −$4M | −92.4K | |
| 2024-Q2 | TRIM | −$3M | −60.1K | |
| 2024-Q2 | TRIM | −$4M | −116.2K | |
| 2024-Q2 | ADD | +$37M | +530.0K | |
| 2024-Q2 | NEW | +$0 | +0 | |
| 2024-Q2 | TRIM | −$183K | −1.1K | |
| 2024-Q1 | NEW | +$58M | +1.22M | |
| 2024-Q1 | ADD | +$1M | +26.5K | |
| 2024-Q1 | NEW | +$336K | +7.1K | |
| 2024-Q1 | TRIM | −$3M | −4.1K | |
| 2024-Q1 | ADD | +$9M | +204.8K | |
| 2024-Q1 | ADD | +$4M | +89.6K | |
| 2024-Q1 | TRIM | −$22M | −358.9K | |
| 2024-Q1 | ADD | +$97M | +2.12M | |
| 2024-Q1 | TRIM | −$407K | −1.3K | |
| 2023-Q4 | TRIM | −$12M | −268.1K | |
| 2023-Q4 | EXIT | −$1M | −24.7K | |
| 2023-Q4 | TRIM | −$188K | −89.4K | |
| 2023-Q4 | TRIM | −$2M | −70.1K | |
| 2023-Q4 | TRIM | −$694K | −17.8K | |
| 2023-Q4 | ADD | +$22M | +370.7K | |
| 2023-Q4 | ADD | +$25M | +453.4K | |
| 2023-Q4 | ADD | +$539K | +989 | |
| 2023-Q3 | TRIM | −$12M | −151.1K | |
| 2023-Q3 | TRIM | −$1M | −17.2K | |
| 2023-Q3 | ADD | +$5M | +108.5K | |
| 2023-Q3 | TRIM | −$9M | −21.7K | |
| 2023-Q3 | ADD | +$3M | +95.5K | |
| 2023-Q3 | ADD | +$269K | +2.1K | |
| 2023-Q3 | TRIM | −$10M | −96.9K | |
| 2023-Q3 | NEW | +$6M | +126.7K | |
| 2023-Q3 | TRIM | −$17M | −282.9K | |
| 2023-Q2 | TRIM | −$6M | −104.2K | |
| 2023-Q2 | TRIM | −$4M | −79.5K | |
| 2023-Q2 | TRIM | −$287K | −7.1K | |
| 2023-Q2 | NEW | +$2M | +31.3K | |
| 2022-Q3 | EXIT | −$69M | −863.1K | |
| 2022-Q2 | EXIT | −$14K | −141 | |
| 2022-Q2 | NEW | +$69M | +863.1K | |
| 2021-Q3 | TRIM | −$2K | −27 | |
| 2021-Q1 | TRIM | −$2K | −15 | |
| 2020-Q4 | NEW | +$17K | +183 | |
| 2018-Q2 | TRIM | −$38M | −502.5K |
13G / 13D Filings
Filings above the 5% threshold| Investor | Filing Date | Type | Filed $ | Ownership % |
|---|---|---|---|---|
| Steve Cohen / Point72 | 2025-08-14 | SC 13G/A | — | 1.3% |
| Steve Cohen / Point72 | 2025-02-14 | SC 13G/A | — | 6.0% |