3 tracked superinvestors hold Lumentum Hldgs Inc (LITE), worth $617M combined, led by Steve Wymer. Smart money is accumulating LITE as of the latest 13F filings.
Current price
$785.77
+765.9%
1Y
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over…
Market cap
$67.8B
P/E
272.97
Div yield
0.0%
Revenue YoY
21.0%
Analyst target
$986
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$617M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating LITE: 3 funds added or opened versus 0 trimming. 2 opened a brand-new position.
Lumentum Hldgs Inc (LITE) is held by 3 tracked funds worth $617M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Steve Wymer at 0.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 2 funds opened a brand-new position (Chase Coleman, Stanley Druckenmiller), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.7% | $516M | |
| New buy | 0.4% | $96M | |
| New buy | 0.1% | $5M |
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)
None disclosed.
Calls (bullish)
Which superinvestors own LITE?
3 tracked funds hold Lumentum Hldgs Inc (LITE), the largest being Steve Wymer (Fidelity Growth Company) at 0.7% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling LITE?
In the most recent 13F quarter, 3 tracked funds added or opened LITE and 0 trimmed it, including 2 brand-new positions.
How much LITE do tracked funds hold?
Combined disclosed long exposure to LITE across tracked superinvestors is $617M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.