Which hedge funds own LITE? LUMENTUM HLDGS INC, Q2 2026 13F holders
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21 of the hedge funds tracked by WhaleCreep disclosed a position in LITE (LUMENTUM HLDGS INC) in their Q2 2026 13F filings, worth $1.8bn in total. The largest holder by portfolio weight is Tremblant Capital at 2.4% of its book. 2 managers opened a new position this quarter: Polen Capital Management, Baillie Gifford. 11 exited: Atreides Management, Duquesne Family Office LLC, Light Street Capital Management.
21tracked managers holding
2opened this quarter
11exited this quarter
Which hedge funds hold LITE? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Tremblant Capital | Q2 2026 | 2.4% | $82.8m | 96,453 | -37% | reduced |
| Soros Fund Management | Q2 2026 | 1.6% | $119.3m | 18,256,000 | -15% | reduced |
| Soros Fund Management | Q2 2026 | 1.2% | $88.3m | 10,250,000 | 0% | held |
| Steadfast Capital Management | Q2 2026 | 0.6% | $19.2m | 22,434 | 177% | added |
| Woodline Partners | Q2 2026 | 0.6% | $189.3m | 220,615 | 1480% | added |
| D. E. Shaw & Co | Q2 2026 | 0.4% | $573.2m | 668,011 | 4669% | added |
| Marshall Wace | Q2 2026 | 0.2% | $290.4m | 338,491 | 13% | added |
| Renaissance Technologies LLC | Q2 2026 | 0.2% | $171.3m | 199,640 | -2% | reduced |
| Holocene Advisors | Q2 2026 | 0.1% | $56.6m | 65,997 | -32% | reduced |
| Bridgewater Associates | Q2 2026 | 0.1% | $16.0m | 18,629 | 220% | added |
| Tudor Investment | Q2 2026 | 0.1% | $13.8m | 16,126 | 601% | added |
| Citadel Advisors | Q2 2026 | 0.1% | $88.0m | 102,604 | -27% | reduced |
| D. E. Shaw & Co | Q2 2026 | 0.0% | $69.2m | 5,620,000 | -93% | reduced |
| Millennium Management | Q2 2026 | 0.0% | $55.1m | 64,178 | -47% | reduced |
| Brevan Howard Capital Management | Q2 2026 | 0.0% | $671.9k | 783 | -87% | reduced |
| Sands Capital Management | Q2 2026 | 0.0% | $2.5m | 2,961 | 849% | added |
| Maverick Capital | Q2 2026 | 0.0% | $885.5k | 1,032 | -52% | reduced |
| Point72 Asset Management LP | Q2 2026 | 0.0% | $3.6m | 4,159 | -95% | reduced |
| First Manhattan | Q2 2026 | 0.0% | $1.4m | 1,630 | -17% | reduced |
| Polen Capital Management | Q2 2026 | 0.0% | $208.5k | 243 | – | new |
| Baillie Gifford | Q2 2026 | 0.0% | $5.1k | 6 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Atreides Management | 17.5% | $187.9m |
| Duquesne Family Office LLC | 1.1% | $4.9m |
| Light Street Capital Management | 5.1% | $2.0m |
| Millennium Management | 10.3% | $841.9m |
| Millennium Management | 2.1% | $173.3m |
| Moore Capital Management | 0.1% | $413.2k |
| Point72 Asset Management LP | 3.8% | $167.4m |
| Sculptor Capital Management | 20.2% | $583.9m |
| Sculptor Capital Management | 16.3% | $469.6m |
| Sculptor Capital Management | 13.8% | $399.7m |
| Tiger Global Management | 6.3% | $96.1m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| Caxton Associates | Q4 2024 | 0.0% |
How has hedge fund ownership of LITE changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 19 | $1.8bn |
| Q1 2026 | 23 | $4.7bn |
| Q4 2025 | 9 | $611.7m |
| Q3 2025 | 7 | $278.4m |
| Q2 2025 | 5 | $338.1m |
| Q1 2025 | 6 | $518.3m |
| Q4 2024 | 8 | $562.1m |
| Q3 2024 | 7 | $500.5m |
| Q2 2024 | 7 | $368.7m |
| Q1 2024 | 8 | $338.7m |
| Q4 2023 | 7 | $183.3m |
| Q3 2023 | 7 | $122.7m |
| Q2 2023 | 7 | $152.1m |
| Q1 2023 | 7 | $179.2m |
| Q4 2022 | 7 | $132.0m |
| Q3 2022 | 9 | $198.7m |
Counts every tracked manager that disclosed LITE in that quarter's filing, including managers that have since stopped filing.