LITE fund manager activity
Lumentum Holdings Inc · Nasdaq. Reported by 13 tracked fund managers in their 13F filings, Q3 2015 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 20,447 | $17,544,753 | 0.03% | Aug 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 42,151 | $36,168,303 | 0.01% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 8,353 | $7,167,375 | 0.02% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 1,032 | $885,518 | 0.01% | Aug 14, 2026 |
| Polen Capital Management | New | 243 | $208,509 | 0.00% | Aug 4, 2026 |
| Chase Coleman - Tiger Global Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Trimmed | 267,389 | $187,910,294 | 4.58% | May 18, 2026 |
| Ron Baron - Baron Capital | Added | 20,980 | $14,743,905 | 0.04% | May 15, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 6,963 | $4,893,000 | 0.17% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 88,365 | $62,099,568 | 0.02% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 9,948 | $6,991,056 | 0.02% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | New | 2,172 | $1,526,395 | 0.02% | May 15, 2026 |
| Situational Awareness LP | Sold out | — | — | 0.00% | May 18, 2026 |
| Chase Coleman - Tiger Global Management | New | 136,800 | $96,137,568 | 0.42% | May 15, 2026 |