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LITE·Lumentum Holdings
infraenablerAI 核心数据实时读取 · 截至 2026-08-26
持有机构数
52 / 100
追踪的 100 位投资人中 52 位持有 LITE
合计仓位 $
$7.35B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.3%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
建仓 NEW
Jericho Capital AI 持仓组合
Polen Capital
东方港湾
柏基
CDPQ AI 持仓组合
Winslow Capital AI 持仓组合
APG AI 持仓组合
DSM Capital AI 持仓组合
Atalanta Sosnoff AI 持仓组合
哈佛捐赠基金 AI 持仓组合
Jennison Associates AI 持仓组合+$1.10B
Jericho Capital AI 持仓组合Polen Capital东方港湾柏基CDPQ AI 持仓组合Winslow Capital AI 持仓组合APG AI 持仓组合DSM Capital AI 持仓组合Atalanta Sosnoff AI 持仓组合哈佛捐赠基金 AI 持仓组合Jennison Associates AI 持仓组合加仓 ADD
Adage Capital
D.E. Shaw
Marshall Wace
Balyasny
Steadfast Capital
AQR Capital
Hudson Bay Capital AI 持仓组合
桥水
CPP Investments AI 持仓组合
Fred Alger AI 持仓组合
Sands Capital
Axiom Investors AI 持仓组合
Evergreen Quality AI 持仓组合
Silvant Capital AI 持仓组合
高瓴 HHLR+$1.79B
Adage CapitalD.E. ShawMarshall WaceBalyasnySteadfast CapitalAQR CapitalHudson Bay Capital AI 持仓组合桥水CPP Investments AI 持仓组合Fred Alger AI 持仓组合Sands CapitalAxiom Investors AI 持仓组合Evergreen Quality AI 持仓组合Silvant Capital AI 持仓组合高瓴 HHLR减仓 TRIM
Holocene Advisors
Ken Fisher
T. Rowe Price
Maverick Capital
淡马锡
Two Sigma AI 持仓组合
Schonfeld AI 持仓组合
Verition Fund Management AI 持仓组合
Millennium
Norges Bank
Wellington Management AI 持仓组合
Citadel
广发基金 AI 持仓组合
WT Asset AI 持仓组合
Anther Capital AI 持仓组合
易方达 AI 持仓组合
Point72
BIT Capital AI 持仓组合
Blue Whale AI 持仓组合
Avala Global AI 持仓组合
Analog Century AI 持仓组合
Himension AI 持仓组合−$789M
Holocene AdvisorsKen FisherT. Rowe PriceMaverick Capital淡马锡Two Sigma AI 持仓组合Schonfeld AI 持仓组合Verition Fund Management AI 持仓组合MillenniumNorges BankWellington Management AI 持仓组合Citadel广发基金 AI 持仓组合WT Asset AI 持仓组合Anther Capital AI 持仓组合易方达 AI 持仓组合Point72BIT Capital AI 持仓组合Blue Whale AI 持仓组合Avala Global AI 持仓组合Analog Century AI 持仓组合Himension AI 持仓组合清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
Norges Bank Investment Management Norges Bank | $1.00B | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $807M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $573M | 1.3% | ADD2026-Q2 | 早于 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $511M | 2.6% | NEW2026-Q2 | 早于 2020-Q1 |
WT Asset Management WT Asset Management Ltd | $495M | 11.7% | TRIM2026-Q2 | 早于 2020-Q1 |
Josh Resnick / Jericho Capital Jericho Capital Asset Management L.P. | $405M | 7.8% | NEW2026-Q2 | 早于 2020-Q1 |
Axiom Investors Axiom Investors LLC | $349M | 4.7% | ADD2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $344M | 0.5% | ADD2026-Q2 | 早于 2020-Q1 |
Evergreen Quality Fund Evergreen Quality Fund GP, Ltd. | $343M | 7.0% | ADD2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $290M | 1.1% | ADD2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $206M | 0.9% | TRIM2026-Q2 | 早于 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $199M | 1.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Peter Brown / Renaissance Technologies Renaissance Technologies LLC | $171M | 1.3% | HOLD2026-Q2 | 早于 2020-Q1 |
Anther Capital Anther Capital Ltd | $167M | 5.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Blue Whale Capital Blue Whale Capital LLP | $159M | 7.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Avala Global Avala Global LP | $156M | 8.8% | TRIM2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $132M | 1.3% | ADD2026-Q2 | 早于 2020-Q1 |
Analog Century Management Analog Century Management LP | $109M | 6.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $104M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $88M | 0.3% | TRIM2026-Q2 | 早于 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $63M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $57M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $57M | 0.4% | TRIM2026-Q2 | 早于 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $56M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $55M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $44M | 1.0% | TRIM2026-Q2 | 早于 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $41M | 0.2% | NEW2026-Q2 | 早于 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $36M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Man Group plc Man Group plc | $35M | 0.2% | HOLD2026-Q2 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $33M | 0.5% | TRIM2026-Q2 | 早于 2020-Q1 |
Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $29M | 0.8% | NEW2026-Q2 | 早于 2020-Q1 |
Harvard Management Company Harvard Management Company, Inc. | $23M | 0.6% | NEW2026-Q2 | 早于 2020-Q1 |
Dan Bin / Oriental Harbor Investment Master Fund Oriental Harbor Investment Master Fund | $22M | 1.4% | NEW2026-Q2 | 早于 2020-Q1 |
Robert Pitts / Steadfast Capital Steadfast Capital Management LP | $19M | 2.4% | ADD2026-Q2 | 早于 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $19M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
 Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $18M | 0.1% | HOLD2026-Q2 | 早于 2020-Q1 |
 Marsico Capital Management Marsico Capital Management, LLC | $16M | 0.8% | HOLD2026-Q2 | 早于 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $16M | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $16M | 1.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $15M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $15M | 0.7% | ADD2026-Q2 | 早于 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $15M | 1.1% | TRIM2026-Q2 | 早于 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $15M | 0.5% | TRIM2026-Q2 | 早于 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $9M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $4M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $3M | 3.3% | ADD2026-Q2 | 早于 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $3M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
BIT Capital BIT Capital GmbH | $2M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $885518 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
DSM Capital Partners DSM Capital Partners LLC | $403288 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Polen Capital Management Polen Capital Management, LLC | $208509 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $5148 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
仓位动作明细
共 187 条 · 按时间倒序| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 加仓 | +$54M | +62.6K | |
| 2026-Q2 | 加仓 | +$196M | +228.1K | |
| 2026-Q2 | 减仓 | −$2M | −30.6K | |
| 2026-Q2 | 减仓 | −$204M | −332.9K | |
| 2026-Q2 | 建仓 | +$41M | +54.1K | |
| 2026-Q2 | 加仓 | +$80M | +19.6K | |
| 2026-Q2 | 建仓 | +$29M | +33.3K | |
| 2026-Q2 | 清仓 | −$188M | −267.4K | |
| 2026-Q2 | 减仓 | −$14M | −20.0K | |
| 2026-Q2 | 加仓 | +$348M | +404.8K | |
| 2026-Q2 | 建仓 | +$5K | +6 | |
| 2026-Q2 | 加仓 | +$66M | +59.6K | |
| 2026-Q2 | 减仓 | −$3M | −533 | |
| 2026-Q2 | 减仓 | −$13M | −18.7K | |
| 2026-Q2 | 减仓 | −$10M | −27.0K | |
| 2026-Q2 | 加仓 | +$12M | +12.8K | |
| 2026-Q2 | 建仓 | +$9M | +10.9K | |
| 2026-Q2 | 减仓 | −$11M | −38.1K | |
| 2026-Q2 | 加仓 | +$59M | +68.3K | |
| 2026-Q2 | 建仓 | +$22M | +26.1K | |
| 2026-Q2 | 加仓 | +$563M | +654.0K | |
| 2026-Q2 | 建仓 | +$403K | +470 | |
| 2026-Q2 | 清仓 | −$5M | −7.0K | |
| 2026-Q2 | 减仓 | −$133M | −192.3K | |
| 2026-Q2 | 加仓 | +$296M | +332.2K | |
| 2026-Q2 | 减仓 | −$26M | −46.2K | |
| 2026-Q2 | 减仓 | −$167M | −245.8K | |
| 2026-Q2 | 清仓 | −$8M | −10.8K | |
| 2026-Q2 | 建仓 | +$23M | +27.2K | |
| 2026-Q2 | 加仓 | +$2M | +1.8K | |
| 2026-Q2 | 减仓 | −$2M | −1.0K | |
| 2026-Q2 | 减仓 | −$12M | −31.5K | |
| 2026-Q2 | 加仓 | +$11M | +11.6K | |
| 2026-Q2 | 建仓 | +$57M | +66.9K | |
| 2026-Q2 | 建仓 | +$405M | +472.2K | |
| 2026-Q2 | 清仓 | −$2M | −2.9K | |
| 2026-Q2 | 加仓 | +$7M | +1.4K | |
| 2026-Q2 | 加仓 | +$80M | +38.8K | |
| 2026-Q2 | 减仓 | −$641K | −1.1K | |
| 2026-Q2 | 减仓 | −$31M | −57.8K | |
| 2026-Q2 | 减仓 | −$528M | −119.2K | |
| 2026-Q2 | 减仓 | −$61M | −88.0K | |
| 2026-Q2 | 建仓 | +$209K | +243 | |
| 2026-Q2 | 减仓 | −$29M | −3.2K | |
| 2026-Q2 | 加仓 | +$2M | +2.6K | |
| 2026-Q2 | 减仓 | −$6M | −19.6K | |
| 2026-Q2 | 加仓 | +$12M | +12.8K | |
| 2026-Q2 | 加仓 | +$14M | +14.3K | |
| 2026-Q2 | 减仓 | −$114M | −369.7K | |
| 2026-Q2 | 减仓 | −$679K | −3.9K | |
| 2026-Q2 | 清仓 | −$96M | −136.8K | |
| 2026-Q2 | 清仓 | −$149M | −212.0K | |
| 2026-Q2 | 减仓 | −$73M | −156.6K | |
| 2026-Q2 | 减仓 | −$2M | −7.4K | |
| 2026-Q2 | 减仓 | −$15M | −48.1K | |
| 2026-Q2 | 建仓 | +$511M | +595.6K | |
| 2026-Q2 | 减仓 | −$475M | −803.6K | |
| 2026-Q1 | 建仓 | +$2M | +2.7K | |
| 2026-Q1 | 加仓 | +$233M | +297.4K | |
| 2026-Q1 | 清仓 | −$479M | −1.30M | |
| 2026-Q1 | 减仓 | −$47M | −115.4K | |
| 2026-Q1 | 减仓 | −$3M | −95.1K | |
| 2026-Q1 | 加仓 | +$10M | +7.0K | |
| 2026-Q1 | 减仓 | −$4M | −15.0K | |
| 2026-Q1 | 加仓 | +$9M | +11.5K | |
| 2026-Q1 | 建仓 | +$5M | +7.0K | |
| 2026-Q1 | 减仓 | −$135M | −447.4K | |
| 2026-Q1 | 建仓 | +$1M | +1.5K | |
| 2026-Q1 | 减仓 | −$24M | −24.2K | |
| 2026-Q1 | 建仓 | +$2M | +2.9K | |
| 2026-Q1 | 减仓 | −$8M | −13.7K | |
| 2026-Q1 | 加仓 | +$174M | +200.4K | |
| 2026-Q1 | 建仓 | +$2M | +2.2K | |
| 2026-Q1 | 减仓 | −$48M | −598.6K | |
| 2026-Q1 | 减仓 | −$104M | −364.8K | |
| 2026-Q1 | 建仓 | +$219K | +312 | |
| 2026-Q1 | 建仓 | +$6M | +8.1K | |
| 2026-Q1 | 加仓 | +$736M | +810.3K | |
| 2026-Q1 | 建仓 | +$18M | +25.9K | |
| 2026-Q1 | 建仓 | +$96M | +136.8K | |
| 2025-Q4 | 加仓 | +$24M | +43.6K | |
| 2025-Q4 | 建仓 | +$479M | +1.30M | |
| 2025-Q4 | 减仓 | −$34M | −274.2K | |
| 2025-Q4 | 减仓 | −$36M | −18.7K | |
| 2025-Q4 | 加仓 | +$3M | +1.3K | |
| 2025-Q4 | 加仓 | +$6M | +12.2K | |
| 2025-Q4 | 减仓 | −$8M | −52.7K | |
| 2025-Q4 | 减仓 | −$64M | −282.1K | |
| 2025-Q4 | 减仓 | −$92M | −716.6K | |
| 2025-Q4 | 加仓 | +$18M | +44.2K | |
| 2025-Q4 | 加仓 | +$25M | +29.5K | |
| 2025-Q4 | 加仓 | +$392M | +414.4K | |
| 2025-Q4 | 建仓 | +$168M | +456.9K | |
| 2025-Q4 | 加仓 | +$135M | +199.7K | |
| 2025-Q3 | 加仓 | +$4M | +11.2K | |
| 2025-Q3 | 减仓 | −$60M | −1.10M | |
| 2025-Q3 | 加仓 | +$28M | +146.2K | |
| 2025-Q3 | 建仓 | +$2M | +12.6K | |
| 2025-Q3 | 建仓 | +$1M | +8.6K | |
| 2025-Q3 | 建仓 | +$9M | +55.3K | |
| 2025-Q3 | 减仓 | −$55M | −2.4K | |
| 2025-Q3 | 建仓 | +$136M | +838.3K | |
| 2025-Q3 | 减仓 | −$6M | −66.6K | |
| 2025-Q3 | 加仓 | +$10M | +52.8K | |
| 2025-Q3 | 加仓 | +$44M | +247.1K | |
| 2025-Q2 | 建仓 | +$3M | +29.0K | |
| 2025-Q2 | 减仓 | −$50M | −117.7K | |
| 2025-Q2 | 减仓 | −$26M | −442.4K | |
| 2025-Q2 | 加仓 | +$36M | +150.0K | |
| 2025-Q2 | 减仓 | −$422K | −46.5K | |
| 2025-Q2 | 减仓 | −$17M | −288.9K | |
| 2025-Q2 | 减仓 | −$26M | −47.2K | |
| 2025-Q2 | 减仓 | −$163M | −3.04M | |
| 2025-Q2 | 加仓 | +$2M | +3.0K | |
| 2025-Q1 | 加仓 | +$30M | +119.9K | |
| 2025-Q1 | 加仓 | +$6M | +60.4K | |
| 2025-Q1 | 清仓 | −$10M | −113.8K | |
| 2025-Q1 | 减仓 | −$16M | −17.0K | |
| 2025-Q1 | 加仓 | +$2M | +8.7K | |
| 2025-Q1 | 加仓 | +$6M | +13.1K | |
| 2025-Q1 | 加仓 | +$12M | +98.7K | |
| 2025-Q1 | 加仓 | +$9M | +874.6K | |
| 2025-Q1 | 减仓 | −$6M | −64.6K | |
| 2024-Q4 | 加仓 | +$40M | +64.3K | |
| 2024-Q4 | 加仓 | +$34M | +390.8K | |
| 2024-Q4 | 减仓 | −$2M | −66.9K | |
| 2024-Q4 | 加仓 | +$21M | +108.7K | |
| 2024-Q4 | 加仓 | +$9M | +109.8K | |
| 2024-Q4 | 建仓 | +$25M | +292.8K | |
| 2024-Q4 | 加仓 | +$28M | +171.7K | |
| 2024-Q4 | 减仓 | −$5M | −1.04M | |
| 2024-Q4 | 加仓 | +$6M | +56.5K | |
| 2024-Q3 | 加仓 | +$40M | +375.4K | |
| 2024-Q3 | 减仓 | −$3M | −73.4K | |
| 2024-Q3 | 建仓 | +$11M | +180.7K | |
| 2024-Q3 | 减仓 | −$7M | −808 | |
| 2024-Q3 | 清仓 | −$11M | −222.4K | |
| 2024-Q3 | 建仓 | +$235K | +3.7K | |
| 2024-Q3 | 加仓 | +$13M | +98.8K | |
| 2024-Q3 | 加仓 | +$88M | +760.2K | |
| 2024-Q3 | 减仓 | −$315K | −7.9K | |
| 2024-Q2 | 加仓 | +$9M | +100.3K | |
| 2024-Q2 | 加仓 | +$5M | +86.7K | |
| 2024-Q2 | 减仓 | −$2M | −120 | |
| 2024-Q2 | 减仓 | −$4M | −92.4K | |
| 2024-Q2 | 减仓 | −$3M | −60.1K | |
| 2024-Q2 | 减仓 | −$4M | −116.2K | |
| 2024-Q2 | 加仓 | +$37M | +530.0K | |
| 2024-Q2 | 建仓 | +$0 | +0 | |
| 2024-Q2 | 减仓 | −$183K | −1.1K | |
| 2024-Q1 | 建仓 | +$58M | +1.22M | |
| 2024-Q1 | 加仓 | +$1M | +26.5K | |
| 2024-Q1 | 建仓 | +$336K | +7.1K | |
| 2024-Q1 | 减仓 | −$3M | −4.1K | |
| 2024-Q1 | 加仓 | +$9M | +204.8K | |
| 2024-Q1 | 加仓 | +$4M | +89.6K | |
| 2024-Q1 | 减仓 | −$22M | −358.9K | |
| 2024-Q1 | 加仓 | +$97M | +2.12M | |
| 2024-Q1 | 减仓 | −$407K | −1.3K | |
| 2023-Q4 | 减仓 | −$12M | −268.1K | |
| 2023-Q4 | 清仓 | −$1M | −24.7K | |
| 2023-Q4 | 减仓 | −$188K | −89.4K | |
| 2023-Q4 | 减仓 | −$2M | −70.1K | |
| 2023-Q4 | 减仓 | −$694K | −17.8K | |
| 2023-Q4 | 加仓 | +$22M | +370.7K | |
| 2023-Q4 | 加仓 | +$25M | +453.4K | |
| 2023-Q4 | 加仓 | +$539K | +989 | |
| 2023-Q3 | 减仓 | −$12M | −151.1K | |
| 2023-Q3 | 减仓 | −$1M | −17.2K | |
| 2023-Q3 | 加仓 | +$5M | +108.5K | |
| 2023-Q3 | 减仓 | −$9M | −21.7K | |
| 2023-Q3 | 加仓 | +$3M | +95.5K | |
| 2023-Q3 | 加仓 | +$269K | +2.1K | |
| 2023-Q3 | 减仓 | −$10M | −96.9K | |
| 2023-Q3 | 建仓 | +$6M | +126.7K | |
| 2023-Q3 | 减仓 | −$17M | −282.9K | |
| 2023-Q2 | 减仓 | −$6M | −104.2K | |
| 2023-Q2 | 减仓 | −$4M | −79.5K | |
| 2023-Q2 | 减仓 | −$287K | −7.1K | |
| 2023-Q2 | 建仓 | +$2M | +31.3K | |
| 2022-Q3 | 清仓 | −$69M | −863.1K | |
| 2022-Q2 | 清仓 | −$14K | −141 | |
| 2022-Q2 | 建仓 | +$69M | +863.1K | |
| 2021-Q3 | 减仓 | −$2K | −27 | |
| 2021-Q1 | 减仓 | −$2K | −15 | |
| 2020-Q4 | 建仓 | +$17K | +183 | |
| 2018-Q2 | 减仓 | −$38M | −502.5K |
13G / 13D 大宗申报
超过 5% 门槛的被动/主动申报| 投资人 | 申报日期 | 类型 | 申报仓位 $ | 占比 % |
|---|---|---|---|---|
| Steve Cohen / Point72 | 2025-08-14 | SC 13G/A | — | 1.3% |
| Steve Cohen / Point72 | 2025-02-14 | SC 13G/A | — | 6.0% |