Which hedge funds own LITE? LUMENTUM HLDGS INC, Q2 2026 13F holders

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143 tracked hedge funds disclosed a position in LITE (LUMENTUM HLDGS INC) in their Q2 2026 13F filings, worth $8.9bn in total. The largest holder by portfolio weight is Elequin Capital, LP at 19.2% of its book. 37 opened a new position this quarter: Incline Global Management LLC, Soma Equity Partners LP, Jericho Capital Asset Management L.P., Ground Swell Capital, LLC. 56 exited: Valliance Asset Management Ltd, Anatole Investment Management Ltd, AI-Squared Management Ltd.

143
Holders: 37
New this quarter: 56
Exited this quarter: $864m
Inflow, new holders: $2.9bn
Outflow, exits: $8.9bn
Combined value: 11.5%
Share of managers holding

Holders, Q2 2026

143 rows


Elequin Capital, LP Hedge fund	19.2%	$575m	78.58m	+9983%	added
Grand Alliance Asset Management Ltd Hedge fund	16.1%	$26.8m	31,275	−41%	reduced
Alpine Investment Management Ltd Hedge fund	10.2%	$41.8m	48,745	+5031%	added
WT Asset Management Ltd Hedge fund	9.8%	$495m	576,519	−58%	reduced
Tairen Capital Ltd Hedge fund	8.1%	$91.8m	106,960	+95%	added
Incline Global Management LLC Hedge fund	7.4%	$26.5m	30,913	–	new
Avala Global LP Hedge fund	5.8%	$156m	182,037	−9.9%	reduced
Divisar Capital Management LLC Hedge fund	5.2%	$22.4m	26,123	−26%	reduced
Styrax Capital, LP Hedge fund	5.1%	$77.2m	90,000	−36%	reduced
M37 Management LP Hedge fund	4.5%	$25.7m	30,000	+50%	added
Capelight Capital Asset Management LP Hedge fund	4.3%	$8.6m	10,000	0.0%	held
Arnhold LLC Hedge fund	4.2%	$60.7m	70,754	−15%	reduced
Keystone Investors Pte Ltd Hedge fund	4.1%	$76.0m	88,526	−20%	reduced
Talos Eurisko Asset Management LP Hedge fund	4.1%	$27.7m	32,240	−16%	reduced
Analog Century Management LP Hedge fund	4.0%	$109m	127,088	−19%	reduced
Value Aligned Research Advisors, LLC Hedge fund	3.8%	$630m	734,687	−31%	reduced
Soma Equity Partners LP Hedge fund	3.7%	$53.2m	62,015	–	new
Glynn Capital Management LLC Hedge fund	3.5%	$12.7m	14,834	+30%	added
Jericho Capital Asset Management L.P. Hedge fund	3.3%	$405m	472,235	–	new
Axiom Investors LLC Hedge fund	3.0%	$349m	406,459	+24459%	added
KP Management LLC Hedge fund	3.0%	$14.2m	16,500	−2.9%	reduced
Zweig-DiMenna Associates LLC Hedge fund	2.8%	$31.4m	36,553	−10%	reduced
Soros Fund Management Family office	2.7%	$208m	28.51m	−9.9%	reduced
Telligent Fund, LP Hedge fund	2.7%	$3.6m	4,200	+75%	added
Science & Technology Partners, L.P. Hedge fund	2.6%	$15.5m	18,011	−52%	reduced
Kultura Capital Management LP Hedge fund	2.5%	$5.5m	6,435	−21%	reduced
Tremblant Capital Group Hedge fund	2.4%	$82.8m	96,453	−37%	reduced
Divisadero Street Capital Management, LP Hedge fund	2.2%	$92.8m	108,188	+16%	added
Panoramic Capital, LLC Hedge fund	2.1%	$4.8m	5,645	−71%	reduced
Dilation Capital Management LP Hedge fund	2.0%	$5.1m	5,910	−68%	reduced
Warberg Asset Management LLC Hedge fund	2.0%	$6.7m	1.02m	−89%	reduced
Maytree Asset Management Ltd Hedge fund	1.5%	$2.4m	2,775	−87%	reduced
Whitebox Advisors LLC Hedge fund	1.1%	$65.7m	7.54m	−93%	reduced
CenterBook Partners LP Hedge fund	1.1%	$21.6m	25,152	+1594%	added
FirstWave Capital Management LLC Hedge fund	1.0%	$2.3m	2,737	+94%	added
Ground Swell Capital, LLC Hedge fund	1.0%	$947k	1,104	–	new
Teza Capital Management LLC Hedge fund	1.0%	$529k	616	–	new
Corient IA LP Hedge fund	1.0%	$1.0m	1,220	0.0%	held
Patton Fund Management, Inc. Hedge fund	1.0%	$4.5m	5,187	−30%	reduced
Polar Capital Holdings Plc Hedge fund	0.9%	$335m	390,287	−46%	reduced
Ardsley Advisory Partners LP Hedge fund	0.9%	$8.5m	10,000	+61%	added
Aspex Management (HK) Ltd Hedge fund	0.8%	$74.9m	87,237	−57%	reduced
Pilgrim Partners Asia Pte Ltd Hedge fund	0.8%	$1.9m	2,190	−2.7%	reduced
Rokos Capital Management LLP Hedge fund	0.8%	$61.4m	71,577	−38%	reduced
Shellback Capital, LP Hedge fund	0.8%	$8.6m	10,000	–	new
Polymer Capital Management (HK) LTD Hedge fund	0.7%	$7.3m	8,509	−20%	reduced
Q Fund Management (Hong Kong) Ltd Hedge fund	0.7%	$807k	940	−95%	reduced
Avanda Investment Management Pte. Ltd. Hedge fund	0.7%	$515k	600	–	new
Ionic Capital Management LLC Hedge fund	0.7%	$722k	842	−43%	reduced
Tobam Hedge fund	0.6%	$2.5m	2,922	−4.5%	reduced
Steadfast Capital Management LP Hedge fund	0.6%	$19.2m	22,434	+177%	added
Thames Capital Management LLC Hedge fund	0.6%	$7.1m	8,324	−32%	reduced
Woodline Partners LP Hedge fund	0.6%	$189m	220,615	+1480%	added
Albar Capital Partners LLP Hedge fund	0.6%	$4.3m	5,043	–	new
Squarepoint Ops LLC Hedge fund	0.6%	$285m	331,988	+62%	added
Arrowstreet Capital, Limited Partnership Hedge fund	0.5%	$1.2bn	1.37m	+239%	added
Formula Growth Ltd Hedge fund	0.5%	$1.5m	1,700	–	new
NZS Capital, LLC Hedge fund	0.5%	$19.5m	22,702	–	new
Alyeska Investment Group, L.P. Hedge fund	0.5%	$193m	225,032	–	new
FORA Capital, LLC Hedge fund	0.5%	$7.1m	8,227	−8.8%	reduced
Quantitative Investment Management, LLC Hedge fund	0.4%	$4.1m	4,736	–	new
Cable Car Capital, LP Hedge fund	0.4%	$19.7m	23,000	–	new
D. E. Shaw & Co., Inc. Hedge fund	0.4%	$642m	6.29m	−92%	reduced
AlphaGrep UK Ltd Hedge fund	0.4%	$1.2m	1,417	+100%	added
Hhlr Advisors, Ltd. Hedge fund	0.3%	$2.8m	3,300	+120%	added
Boothbay Fund Management, LLC Hedge fund	0.3%	$16.6m	19,290	−38%	reduced
Entropy Technologies, LP Hedge fund	0.3%	$7.6m	8,915	−43%	reduced
Twin Tree Management, LP Hedge fund	0.3%	$1.9m	2,222	–	new
HighVista Strategies LLC Hedge fund	0.3%	$1.3m	1,517	−51%	reduced
Two Sigma Investments, LP Hedge fund	0.3%	$376m	14.09m	+3.5%	added
Credit Capital Investments LLC Hedge fund	0.3%	$472k	550	–	new
Stevens Capital Management LP Hedge fund	0.3%	$1.1m	1,270	–	new
Marshall Wace, LLP Hedge fund	0.2%	$290m	338,491	+13%	added
Balyasny Asset Management L.P. Hedge fund	0.2%	$132m	154,180	−100%	reduced
Renaissance Technologies LLC Hedge fund	0.2%	$171m	199,640	−1.6%	reduced
Schonfeld Strategic Advisors LLC Hedge fund	0.2%	$43.7m	50,882	−28%	reduced
Freestone Grove Partners LP Hedge fund	0.2%	$34.7m	40,426	−25%	reduced
Sandler Capital Management Hedge fund	0.2%	$380k	443	−41%	reduced
Laurion Capital Management LP Hedge fund	0.2%	$3.1m	3,587	–	new
Jupiter Asset Management Ltd Hedge fund	0.2%	$44.8m	52,167	–	new
Yaupon Capital Management LP Hedge fund	0.2%	$6.0m	6,935	−69%	reduced
Capital Fund Management S.A. Hedge fund	0.2%	$25.2m	29,371	–	new
Walleye Capital LLC Hedge fund	0.2%	$37.8m	44,026	−36%	reduced
Voloridge Investment Management, LLC Hedge fund	0.2%	$38.6m	45,000	−45%	reduced
Prelude Capital Management, LLC Hedge fund	0.2%	$2.2m	2,529	−43%	reduced
Edgestream Partners, L.P. Hedge fund	0.1%	$4.4m	5,155	−54%	reduced
Holocene Advisors, LP Hedge fund	0.1%	$56.6m	65,997	−32%	reduced
EntryPoint Capital, LLC Hedge fund	0.1%	$529k	616	0.0%	held
AQR Capital Management LLC Hedge fund	0.1%	$344m	400,737	+5.1%	added
Capstone Investment Advisors, LLC Hedge fund	0.1%	$16.5m	19,176	−100%	reduced
Cercano Management LLC Hedge fund	0.1%	$837k	976	–	new
Verition Fund Management LLC Hedge fund	0.1%	$15.8m	18,420	−29%	reduced
Parallax Volatility Advisers, L.P. Hedge fund	0.1%	$3.0m	3,475	+9.4%	added
J. Goldman & Co LP Hedge fund	0.1%	$3.1m	3,611	–	new
Fulcrum Asset Management LLP Hedge fund	0.1%	$1.1m	1,256	–	new
Tejara Capital Ltd Hedge fund	0.10%	$240k	280	–	new
Fox Run Management, L.L.C. Hedge fund	0.10%	$583k	680	–	new
IFM Investors Pty Ltd Hedge fund	0.09%	$14.2m	16,601	+13%	added
Anson Funds Management LP Hedge fund	0.09%	$1.0m	1,200	–	new
Trexquant Investment LP Hedge fund	0.09%	$14.7m	17,164	–	new
Armistice Capital, LLC Hedge fund	0.09%	$3.2m	3,773	−38%	reduced
Greenland Capital Management LP Hedge fund	0.08%	$438k	510	−58%	reduced
Graham Capital Management, L.P. Hedge fund	0.08%	$2.9m	3,429	+350%	added
Adage Capital Partners GP, L.L.C. Hedge fund	0.08%	$56.0m	65,300	+2316%	added
Caption Management, LLC Hedge fund	0.08%	$2.2m	2,550	0.0%	held
Oak Thistle LLC Hedge fund	0.08%	$795k	927	−81%	reduced
West Family Investments, Inc. Family office	0.07%	$254k	296	–	new
Hudson Bay Capital Management LP Hedge fund	0.07%	$15.4m	18,000	+182%	added
Bayforest Capital Ltd Hedge fund	0.07%	$78.1k	91	–	new
Bridgewater Associates, LP Hedge fund	0.07%	$16.0m	18,629	+220%	added
Linden Advisors LP Hedge fund	0.07%	$12.6m	1.05m	−100%	reduced
Ardmore Road Asset Management LP Hedge fund	0.06%	$1.0m	1,200	−98%	reduced
Tudor Investment Corp ET AL Hedge fund	0.06%	$13.8m	16,126	+601%	added
Citadel Advisors LLC Hedge fund	0.05%	$88.0m	102,604	−27%	reduced
GABELLI & Co INVESTMENT ADVISERS, INC. Hedge fund	0.05%	$343k	400	0.0%	held
QVT Financial LP Hedge fund	0.05%	$768k	895	+102%	added
Weiss Asset Management LP Hedge fund	0.05%	$4.2m	4,905	–	new
Caxton Associates LLP Hedge fund	0.05%	$2.5m	2,886	−11%	reduced
Landscape Capital Management, L.L.C. Hedge fund	0.05%	$706k	823	−41%	reduced
Trust Asset Management LLC Hedge fund	0.04%	$672k	783	–	new
Quantbot Technologies LP Hedge fund	0.04%	$1.0m	1,166	–	new
Numerai GP LLC Hedge fund	0.04%	$482k	562	–	new
Engineers Gate Manager LP Hedge fund	0.04%	$2.9m	3,350	−59%	reduced
Millennium Management LLC Hedge fund	0.04%	$55.1m	64,178	−100%	reduced
Quarry LP Hedge fund	0.03%	$213k	248	+43%	added
Castle Hook Partners LP Hedge fund	0.03%	$2.6m	3,004	−98%	reduced
Qube Research & Technologies Ltd Hedge fund	0.02%	$20.6m	23,988	–	new
Prescott Group Capital Management, L.L.C. Hedge fund	0.02%	$248k	289	–	new
Candriam S.C.A. Hedge fund	0.02%	$4.5m	5,275	+4.7%	added
Gsa Capital Partners LLP Hedge fund	0.02%	$268k	312	−75%	reduced
CastleKnight Management LP Hedge fund	0.01%	$343k	400	−67%	reduced
Brevan Howard Capital Management LP Hedge fund	0.01%	$672k	783	−87%	reduced
Sands Capital Long-only investor	0.01%	$2.5m	2,961	+849%	added
Gladstone Capital Management LLP Hedge fund	0.01%	$85.8k	100	0.0%	held
Maverick Capital Ltd Hedge fund	0.01%	$886k	1,032	−52%	reduced
AQR Arbitrage LLC Hedge fund	0.01%	$457k	70,000	−48%	reduced
Point72 Asset Management, L.P. Hedge fund	0.01%	$3.6m	4,159	−100%	reduced
CVA Family Office, LLC Family office	0.01%	$55.8k	65	+550%	added
First Manhattan Long-only investor	0.0%	$1.4m	1,630	−17%	reduced
Magnetar Financial LLC Hedge fund	0.0%	$354k	412	–	new
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd Hedge fund	0.0%	$1.7k	2	−99%	reduced
Polen Capital Long-only investor	0.0%	$209k	243	–	new
Baillie Gifford Long-only investor	0.0%	$5.1k	6	–	new

Exited since the previous filing

56 rows


Valliance Asset Management Ltd	27.5%	$33.5m
Anatole Investment Management Ltd	19.2%	$138m
AI-Squared Management Ltd	18.6%	$25.5m
Sculptor Capital LP	16.4%	$1.5bn
CloudAlpha Capital Management Limited/Hong Kong	15.3%	$139m
Trivest Advisors Ltd	10.7%	$149m
Andar Capital Management HK Ltd	6.6%	$7.7m
Estuary Capital Management LP	6.2%	$37.1m
TENOR CAPITAL MANAGEMENT Co., L.P.	6.0%	$390m
Dymon Asia Capital (Singapore) Pte. Ltd.	5.7%	$25.9m
Persistent Asset Partners Ltd	5.6%	$14.5m
Rivermont Capital Management LP	5.3%	$25.0m
FengHe Fund Management Pte. Ltd.	5.1%	$37.1m
Atreides Management, LP	4.6%	$188m
Alta Park Capital, LP	3.6%	$22.5m
Octahedron Capital Management L.P.	2.8%	$3.8m
Tyro Capital Management LLC	2.7%	$10.9m
Hel Ved Capital Management Ltd	2.7%	$15.5m
Ratan Capital Management LP	1.8%	$4.8m
KR Capital LP	1.7%	$8.5m
BRIGHT VALLEY CAPITAL Ltd	1.7%	$1.6m
Monolith Management Ltd	1.3%	$3.4m
Ariose Capital Management Ltd	1.3%	$2.0m
Lotus Technology Management, LP	1.2%	$325k
Night Squared LP	1.1%	$7.5m
KADENSA CAPITAL Ltd	1.1%	$7.7m
Ares Systematic Credit Ltd	0.9%	$1.2m
Aperture Investors, LLC	0.9%	$7.4m
Maytus Capital Management, LLC	0.9%	$5.1m
SG Capital Management LLC	0.9%	$10.8m
FACT Capital, LP	0.9%	$1.3m
Alphadyne Asset Management LP	0.7%	$5.5m
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	0.6%	$395k
Qsemble Capital Management, LP	0.5%	$7.0m
ACT Capital Management, LLC	0.5%	$632k
Lecap Asset Management Ltd	0.5%	$1.3m
MYDA Advisors LLC	0.5%	$2.0m
Catalyst Funds Management Pty Ltd	0.4%	$2.6m
Tiger Global Management LLC	0.4%	$96.1m
Pinnbrook Capital Management LP	0.4%	$508k
Light Street Capital Management, LLC	0.4%	$2.0m
Pinpoint Asset Management (Singapore) Pte. Ltd.	0.4%	$1.7m
Symmetry Investments LP	0.3%	$1.4m
TB Alternative Assets Ltd.	0.3%	$1.6m
Scientech Research LLC	0.3%	$306k
Atom Investors LP	0.3%	$3.5m
ExodusPoint Capital Management, LP	0.2%	$20.9m
Greenwoods Asset Management Hong Kong Ltd.	0.2%	$7.6m
Duquesne Family Office LLC	0.2%	$4.9m
111 Capital	0.2%	$611k
Sona Asset Management (US) LLC	0.08%	$2.1m
Corsair Capital Management, L.P.	0.05%	$351k
SummitTX Capital, L.P.	0.03%	$882k
Kohlberg Kravis Roberts & Co. L.P.	0.02%	$1.3m
Moore Capital Management, LP	0.02%	$413k
Centiva Capital, LP	0.01%	$247k

Who discovered LITE first? Beta

The run: Q1 2025 → Q3 2026, ×16

Weight in book of

25 rows


Foursixthree Capital LP high conviction	Bought before the run	Q1 2025	20.1%	20.1%	20.1%	×11	+161%	+24.8 pts	Exited by Q4 2025
Panoramic Capital, LLC high conviction	Bought before the run	Q2 2025	3.7%	–	10.8%	+803%	+803%	+21.2 pts	Held at last filing, Q2 2026
Analog Century Management LP high conviction	Bought before the run	Q1 2025	4.9%	4.9%	6.1%	×11	×14	+20.2 pts	Held at last filing, Q2 2026
WT Asset Management Ltd high conviction	Bought before the run	Q2 2025	1.8%	–	20.3%	+803%	+803%	+19.1 pts	Held at last filing, Q2 2026
Whitebox Advisors LLC high conviction	Bought before the run	Q3 2024	1.3%	2.2%	13.7%	+157%	×14	+17.1 pts	Held at last filing, Q2 2026
Atreides Management, LP	Bought before the run	Q1 2024	1.7%	4.2%	4.6%	+32%	×15	+12.4 pts	Exited by Q2 2026
Hel Ved Capital Management Ltd high conviction	Bought before the run	Q4 2024	5.8%	3.0%	11.6%	+339%	+737%	+10.6 pts	Exited by Q2 2026
Avala Global LP high conviction	Bought before the run	Q4 2024	2.6%	2.3%	6.8%	+339%	+922%	+10.3 pts	Held at last filing, Q2 2026
SG Capital Management LLC	Bought before the run	Q3 2024	2.3%	1.0%	3.5%	+157%	×11	+7.2 pts	Exited by Q2 2026
Zweig-DiMenna Associates LLC	Bought before the run	Q2 2025	1.1%	0.6%	4.0%	+803%	+803%	+6.8 pts	Held at last filing, Q2 2026
Maytus Capital Management, LLC	Bought before the run	Q1 2025	1.6%	1.6%	2.1%	×11	×11	+6.0 pts	Exited by Q2 2026
Keystone Investors Pte Ltd	Bought before the run	Q2 2025	1.0%	–	4.1%	+803%	+803%	+4.5 pts	Held at last filing, Q2 2026
Opti Capital Management, LP high conviction	Bought before the run	Q1 2024	1.2%	3.9%	5.6%	+32%	+101%	+4.0 pts	Exited by Q3 2025
PointState Capital LP high conviction	Bought before the run	Q1 2024	1.8%	4.7%	5.2%	+32%	+101%	+2.6 pts	Exited by Q3 2025
Davidson Kempner Capital Management LP	Bought before the run	Q4 2024	1.3%	1.0%	1.4%	+339%	+94%	+1.6 pts	Exited by Q4 2025
Fort Baker Capital Management LP	Bought before the run	Q1 2024	2.4%	1.0%	3.4%	+32%	+32%	+1.6 pts	Exited by Q2 2025
Sona Asset Management (US) LLC high conviction	Bought before the run	Q3 2024	3.8%	1.9%	5.8%	+157%	×11	+1.5 pts	Exited by Q2 2026
Point72 Asset Management, L.P.	Bought before the run	Q3 2024	1.0%	0.9%	1.0%	+157%	×14	+1.3 pts	Held at last filing, Q2 2026
Sandler Capital Management	Bought before the run	Q4 2024	1.7%	0.3%	2.0%	+339%	+922%	+1.0 pts	Held at last filing, Q2 2026
Shellback Capital, LP	Bought before the run	Q3 2024	2.2%	0.7%	3.2%	+157%	×14	+0.7 pts	Held at last filing, Q2 2026
Context Capital Management, LLC	Bought before the run	Q2 2024	1.8%	0.09%	2.1%	+87%	+87%	+0.6 pts	Exited by Q3 2025
Glazer Capital, LLC	Bought before the run	Q4 2024	1.8%	1.0%	1.8%	+339%	+13%	+0.2 pts	Exited by Q3 2025
Ionic Capital Management LLC high conviction	Bought before the run	Q4 2024	4.8%	5.2%	7.0%	+339%	+922%	−0.6 pts	Held at last filing, Q2 2026
AI-Squared Management Ltd high conviction	Bought before the run	Q1 2025	2.0%	2.0%	18.6%	×11	×11	–	Exited by Q2 2026
Meridiem Capital Partners LP	Bought before the run	Q2 2025	1.3%	–	1.3%	+803%	–	–	Exited by Q3 2025

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own LITE? LUMENTUM HLDGS INC, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered LITE first? Beta