InvestorLens

LITE — LUMENTUM HLDGS INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LITE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Net accumulation · 3 buying vs 2 selling last quarter
60
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
3 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their LITE position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 3 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Chase Coleman, George Soros, Stanley Druckenmiller)
  • +9 tracked investors reported holding LITE at their latest filing
  • +3 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About LUMENTUM HLDGS INC (LITE)

LUMENTUM HLDGS INC (LITE) appears in the most recent 13F filings of 9 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.6B. Across recent filings, tracked investors recorded 6 new positions, 1 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LITE

70
/100
Institutional Accumulation
Added / Increased7
Reduced2
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track LITE

60
/100
Popular Trade
9investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

LITE Ownership Composition

How LUMENTUM HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
72% of tracked value
Institutions
9
tracked investors
Total Reported
$2.7B
combined 13F value
Sectors2
  • Other72.2%
  • Hedge Funds27.8%
Other(6)
72.2%
Hedge Funds(3)
27.8%

Tracked investors reporting LITE

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    2.3M
    Value
    $1.6B
    % Portfolio
    0.27%
  • Leopold AschenbrennerDec 31, 2025
    Situational Awareness LP
    Shares
    1.3M
    Value
    $478.6M
    % Portfolio
    8.67%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    23.7M
    Value
    $167.4M
    % Portfolio
    0.21%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    222.8K
    Value
    $156.6M
    % Portfolio
    0.07%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    21.4M
    Value
    $114.5M
    % Portfolio
    1.26%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    136.8K
    Value
    $96.1M
    % Portfolio
    0.42%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    95.8K
    Value
    $67.3M
    % Portfolio
    0.12%
  • Stanley DruckenmillerMar 31, 2026
    Duquesne Family Office
    Shares
    7K
    Value
    $4.9M
    % Portfolio
    0.14%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    5.8K
    Value
    $4.1M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold LITE?
9 tracked institutional investors disclosed a position in LITE (LUMENTUM HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of LITE?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in LITE, valued at $1.6B.
Did institutional ownership of LITE increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 1 increased, 2 reduced, and 1 fully exited LITE.
Where does this LITE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.