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LITE Lumentum Holdings Inc.

Information Technology, filed as LUMENTUM HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 9

  • 4 Owners
  • Max 1.6%
  • $649M
  • 1 new 2 reduce 7 exits 1 small

In 2026 Q2, 1 manager opened a position, 2 trimmed, and 7 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns LITE

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 1.6%, was 3.6% Reduce −30.5% 734,687 $630M History
Ron Baron, Bamco Inc. (Baron Capital) 0.03%, was 0.05% Small trim −2.5% 20,447 $18M History
Lee Ainslie, Maverick Capital 0.01%, was 0.02% Reduce −52.5% 1,032 $886K History
Polen Capital Management <0.01% New <0.01% 243 $209K History
Gavin Baker, Atreides Management exited 2026 Q2 Last 2026 Q1 3.8% Exit −3.76% 267,389 $188M History
Chase Coleman, Tiger Global Management exited 2026 Q2 Last 2026 Q1 0.42% Exit −0.42% 136,800 $96M History
Estuary Capital Management exited 2026 Q2 Last 2026 Q1 6.2% Exit −6.20% 52,749 $37M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.14% Exit −0.14% 6,963 $4.9M History
Nehal Chopra, Ratan Capital Management exited 2026 Q2 Last 2026 Q1 1.8% Exit −1.79% 6,862 $4.8M History
Ram Parameswaran, Octahedron Capital Management exited 2026 Q2 Last 2026 Q1 2.8% Exit −2.78% 5,445 $3.8M History
Glen Kacher, Light Street Capital Management exited 2026 Q2 Last 2026 Q1 0.38% Exit −0.38% 2,892 $2M History

4 current, 7 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LITE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LITE insider trades
  • None no insider bought on the open market
  • $19M sold by 6 insiders outside a trading plan
  • $157M sold by 8 insiders under 10b5-1 plans
  1. Wajid Ali CFO
    Planned sale
    $25.7M 24,542 shares at $1,048.50 25% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. Yuen Wupen President, Global Bus. Units
    Planned sale
    $764K 807 shares at $947.17 0.7% of stake
    Traded Sep 28–29 Filed Sep 30
    ↗
  3. Yuen Wupen President, Global Bus. Units
    Planned sale
    $928K 1,000 shares at $928.41 0.9% of stake
    Traded Sep 24–25 Filed Sep 25
    ↗
  4. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.4M 1,500 shares at $947.13 1.3% of stake
    Traded Sep 21–23 Filed Sep 23
    ↗
  5. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.4M 1,500 shares at $903.43 1.3% of stake
    Traded Sep 16–18 Filed Sep 18
    ↗
  6. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.3M 1,500 shares at $882.69 1.3% of stake
    Traded Sep 11–15 Filed Sep 15
    ↗
  7. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.4M 1,500 shares at $945.32 1.3% of stake
    Traded Sep 8–10 Filed Sep 10
    ↗
  8. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.3M 1,500 shares at $864.83 1.3% of stake
    Traded Sep 2–4 Filed Sep 4
    ↗
  9. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.4M 1,500 shares at $912.33 1.3% of stake
    Traded Aug 28–Sep 1 Filed Sep 1
    ↗
  10. Vincent Retort See Remarks
    Planned sale
    $33M 38,663 shares at $852.59 33% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  11. Michael E. Hurlston CEO
    Planned sale
    $525K 548 shares at $958.66 0.3% of stake
    Traded Aug 27 Filed Aug 27
    ↗
  12. Jae Kim SVP, General Counsel
    Planned sale
    $10.2M 12,000 shares at $852.58 24% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  13. Yuen Wupen President, Global Bus. Units
    Planned sale
    $479K 500 shares at $958.66 0.4% of stake
    Traded Aug 27 Filed Aug 27
    ↗
  14. Yuen Wupen President, Global Bus. Units
    Planned sale
    $1.3M 1,500 shares at $854.35 1.6% of stake
    Traded Aug 24–26 Filed Aug 26
    ↗
  15. Vincent Retort See Remarks
    Planned sale
    $2.1M 2,483 shares at $827.82 2.2% of stake
    Traded Aug 20 Filed Aug 21
    ↗

Also filed in the last 12 months, not counted as buying or selling: 40 share withholdings for taxes and 38 stock grants.

Congress

3 members of Congress traded LITE in the last three years: 3 buys and 1 sale. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Jul 17 filed Sep 4
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K May 22 filed Jun 3
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 14 filed May 8

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.