LITE fund manager activity
Lumentum Holdings Inc · Nasdaq. Reported by 13 tracked fund managers in their 13F filings, Q3 2015 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 382,805 | $141,098,095 | 2.99% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Added | 13,930 | $5,134,459 | 0.01% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 535,723 | $197,462,328 | 0.07% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 14,827 | $5,465,084 | 0.02% | Feb 17, 2026 |
| Situational Awareness LP | New | 1,298,400 | $478,577,256 | 12.2% | Feb 11, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 656,960 | $106,893,962 | 2.78% | Nov 14, 2025 |
| Ron Baron - Baron Capital | New | 12,582 | $2,047,217 | 0.01% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 817,809 | $133,065,757 | 0.05% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 16,331 | $2,657,217 | 0.01% | Nov 14, 2025 |
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