LITE·Lumentum Holdings
infraenablerAI CoreData as of 2026-07-07
Holder Count
13 / 30
13 of 30 tracked investors hold LITE
Aggregate $
$2.50B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.2%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $921M | 0.3% | ADD2026-Q1 | Before 2020-Q1 |
 Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $479M | 17.0% | NEW2025-Q4 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $474M | 0.1% | ADD2025-Q4 | Before 2020-Q1 |
 Gavin Baker / Atreides Management Atreides Management LP | $188M | 7.5% | TRIM2026-Q1 | 2024-Q1 |
 Ken Griffin / Citadel Citadel LLC | $99M | 0.5% | HOLD2026-Q1 | Before 2020-Q1 |
 Chase Coleman / Tiger Global Tiger Global Management LLC | $96M | 0.6% | NEW2026-Q1 | 2026-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $86M | 0.6% | TRIM2026-Q1 | Before 2020-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $69M | 1.7% | HOLD2022-Q2 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $65M | 0.5% | TRIM2026-Q1 | Before 2020-Q1 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $18M | 0.2% | NEW2026-Q1 | Before 2020-Q1 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $5M | 1.3% | NEW2026-Q1 | 2026-Q1 |
 Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $1M | 0.3% | NEW2026-Q1 | Before 2020-Q1 |
 Baillie Gifford & Co Baillie Gifford & Co | $14000 | 0.0% | HOLD2022-Q1 | Before 2020-Q1 |
Position Action Log
51 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | EXIT | −$479M | −1.30M | |
| 2026-Q1 | TRIM | +$47M | −115.4K | |
| 2026-Q1 | NEW | +$5M | +7.0K | |
| 2026-Q1 | NEW | +$1M | +1.5K | |
| 2026-Q1 | TRIM | +$48M | −598.6K | |
| 2026-Q1 | TRIM | −$104M | −364.8K | |
| 2026-Q1 | ADD | +$736M | +810.3K | |
| 2026-Q1 | NEW | +$18M | +25.9K | |
| 2026-Q1 | NEW | +$96M | +136.8K | |
| 2025-Q4 | NEW | +$479M | +1.30M | |
| 2025-Q4 | TRIM | +$34M | −274.2K | |
| 2025-Q4 | ADD | +$392M | +414.4K | |
| 2025-Q4 | TRIM | +$93M | −334.8K | |
| 2025-Q4 | ADD | +$135M | +199.7K | |
| 2025-Q3 | TRIM | −$60M | −1.10M | |
| 2025-Q3 | ADD | +$44M | +247.1K | |
| 2025-Q2 | TRIM | +$50M | −117.7K | |
| 2025-Q2 | ADD | +$14M | +51.5K | |
| 2025-Q2 | TRIM | −$163M | −3.04M | |
| 2025-Q2 | ADD | +$2M | +3.0K | |
| 2025-Q1 | ADD | −$30M | +119.9K | |
| 2025-Q1 | ADD | −$9M | +874.6K | |
| 2025-Q1 | TRIM | −$6M | −64.6K | |
| 2024-Q4 | ADD | +$40M | +64.3K | |
| 2024-Q4 | ADD | +$41M | +270.5K | |
| 2024-Q4 | TRIM | −$5M | −1.04M | |
| 2024-Q4 | ADD | +$6M | +56.5K | |
| 2024-Q3 | ADD | +$40M | +375.4K | |
| 2024-Q3 | ADD | +$88M | +760.2K | |
| 2024-Q3 | TRIM | +$315K | −7.9K | |
| 2024-Q2 | ADD | +$9M | +100.3K | |
| 2024-Q2 | TRIM | −$26M | −475.1K | |
| 2024-Q2 | ADD | +$37M | +530.0K | |
| 2024-Q2 | TRIM | +$183K | −1.1K | |
| 2024-Q1 | NEW | +$58M | +1.22M | |
| 2024-Q1 | ADD | +$97M | +2.12M | |
| 2024-Q1 | TRIM | −$407K | −1.3K | |
| 2023-Q4 | ADD | +$22M | +370.7K | |
| 2023-Q4 | ADD | +$25M | +453.4K | |
| 2023-Q4 | ADD | +$539K | +989 | |
| 2023-Q3 | TRIM | −$10M | −96.9K | |
| 2023-Q3 | NEW | +$6M | +126.7K | |
| 2023-Q3 | TRIM | −$17M | −282.9K | |
| 2022-Q3 | EXIT | −$69M | −863.1K | |
| 2022-Q2 | EXIT | −$14K | −141 | |
| 2022-Q2 | ADD | +$69M | +863.1K | |
| 2021-Q3 | TRIM | −$2K | −27 | |
| 2021-Q1 | TRIM | −$2K | −15 | |
| 2020-Q4 | NEW | +$17K | +183 | |
| 2018-Q3 | EXIT | −$54M | −940.3K | |
| 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% |
Related Tickers
infra layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07