2 tracked superinvestors hold LUMENTUM HOLDINGS INC (LITE), worth $600M combined, led by Steve Wymer. Smart money is holding LITE as of the latest 13F filings.
Current price
$881.26
+521.0%
1Y
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and…
Market cap
$67.8B
P/E
272.97
Div yield
0.0%
Revenue YoY
83.2%
Analyst target
$1092
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$600M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding LITE steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
LUMENTUM HOLDINGS INC (LITE) appears mainly in diversified and quant books here (2 funds, $600M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steve Wymer at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Brian Berghuis), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.4% | $382M | |
| New buy | 1% | $218M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
Which superinvestors own LITE?
2 tracked funds hold LUMENTUM HOLDINGS INC (LITE), the largest being Steve Wymer (Fidelity Growth Company) at 0.4% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling LITE?
In the most recent 13F quarter, 1 tracked fund added or opened LITE and 1 trimmed it, including 1 brand-new position.
How much LITE do tracked funds hold?
Combined disclosed long exposure to LITE across tracked superinvestors is $600M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.