Follow-The-Filings

Security · featured owners

LITE Lumentum Hldgs Inc.

COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.6%
  • $649M
  • 1 new 3 reduce 7 exits

Who owns this now

Largest portfolio weights among featured holders · max 1.6% (Ben Hoskin - Value Aligned Research Advisors) · not free-float ownership

  1. Ben Hoskin reduce 1.6%
  2. Ron Baron reduce 0.03%
  3. Lee Ainslie reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 1.6% Reduce −30.5% 734,687 $630M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.03% Reduce −2.5% 20,447 $18M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −52.5% 1,032 $886K history
Polen Capital Management 2026 Q2 <0.01% New <0.01% 243 $209K history
Gavin Baker - Atreides Management exited 2026 Q2 last 2026 Q1 3.8% Exit −3.76 pp 267,389 $188M history
Chase Coleman - Tiger Global Management exited 2026 Q2 last 2026 Q1 0.42% Exit −0.42 pp 136,800 $96M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 6.2% Exit −6.20 pp 52,749 $37M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.14% Exit −0.14 pp 6,963 $5M history
Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 1.8% Exit −1.79 pp 6,862 $5M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 2.8% Exit −2.78 pp 5,445 $4M history
Glen Kacher - Light Street Capital Management exited 2026 Q2 last 2026 Q1 0.38% Exit −0.38 pp 2,892 $2M history

4 current · 7 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 3.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 17, 2026 · 3 forms Filing Doc
4 Period Aug 25, 2026 · 5 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 24, 2026 Filing Doc
4 Period Aug 19, 2026 · 5 forms Filing Doc
4 Period Aug 15, 2026 · 5 forms Filing Doc
4 Period Jul 15, 2026 Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue — $1.36B $1.64B $3.01B
Gross profit $0.569B $0.252B $0.46B $1.26B
Gross margin * — 18.5% 28.0% 41.7%
Net income -$0.132B -$0.546B $0.026B -$6.94B
Net margin * — -40.2% 1.6% -230.1%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $2.78B $1.59B $1.72B $4.16B
Total non-current assets * $1.85B $2.34B $2.5B $3.15B
Total assets $4.63B $3.93B $4.22B $7.31B
Total current liabilities $0.634B $0.269B $0.393B $2.48B
Total non-current liabilities * $2.64B $2.71B $2.69B $0.183B
Total equity $1.36B $0.957B $1.13B $4.64B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $179.8M $24.7M $126.3M $751.4M
Cash from investing -$874M -$114.3M -$84.1M -$785.5M
Cash from financing $0.263B -$0.333B $0.042B $1.56B
Net change in cash -$0.431B -$0.422B $0.084B $1.52B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders