LUMENTUM HLDGS INC

$LITE
Smart money positioned

23 of the Top-200 alpha managers hold $LITE as of the latest 13F snapshot.

13F holders
1,046
Insider buys · 90d
0
Congress · 90d
2trades

Smart Money · top-200 alpha cohort

23 holders · Q1 2026

$LITE is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.02% to 2.46%, with an average of 0.40% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 2.46%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,046 · Source: 13F-HR
01
Brightline Capital Management, LLC
0.38% of portfolio
13,816,500 sh
02
Solus Alternative Asset Management LP
0.27% of portfolio
3,835,600 sh
03
Axa S.a.
0.07% of portfolio
3,038,550 sh
04
State Street
0.03% of portfolio
2,128,565 sh
05
L. Roy Papp & Associates, LLP
0.42% of portfolio
2,037,000 sh
06
Exor N.V.
0.43% of portfolio
1,725,020 sh
07
Godsey & Gibb, Inc.
0.07% of portfolio
1,665,391 sh
08
FourWorld Capital Management LLC
20.32% of portfolio
1,380,144 sh
09
Employees' Retirement Fund of the City of Fort Worth
4.35% of portfolio
1,349,613 sh
10
Commerce Bank
0.60% of portfolio
1,346,606 sh
See all 1,046 13F holders · Pro →

Insider activity · last 90 days

48 transactions · 9 filers
18 May 2026
Ali Wajid
▼ SOLD
2,487
$953.95
S
12 Feb 2026
Retort Vincent
▼ SOLD
1,121
$601.82
S
12 Feb 2026
Retort Vincent
▼ SOLD
650
$600.18
S
12 Feb 2026
Retort Vincent
▼ SOLD
1,516
$599.51
S
12 Feb 2026
Retort Vincent
▼ SOLD
2,959
$598.09
S
12 Feb 2026
Retort Vincent
▼ SOLD
1,626
$597.04
S
12 Feb 2026
Retort Vincent
▼ SOLD
2,939
$595.87
S
12 Feb 2026
Retort Vincent
▼ SOLD
3,576
$594.80
S
12 Feb 2026
Retort Vincent
▼ SOLD
2,888
$593.74
S
12 Feb 2026
Retort Vincent
▼ SOLD
1,953
$592.78
S
12 Feb 2026
Retort Vincent
▼ SOLD
7,673
$591.82
S
12 Feb 2026
Retort Vincent
▼ SOLD
3,738
$590.56
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

2 disclosures · STOCK Act
House · Tennessee · Traded May 22
SOLD
$1K–$15K
Jun 2STOCK
House · Michigan · Traded Apr 14
SOLD
$1K–$15K
May 7STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 05:04 UTC.