Ray Dalio's LITE Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 20,770 shares of Lumentum Holdings Inc. (LITE) worth $7.66 M, representing 0.03% of the portfolio. First purchased in 2022-Q3, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ray Dalio has maintained this position in LITE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2022, adding 89,865 shares. Largest reduction occurred in Q2 2023, reducing 104,229 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Lumentum Holdings (LITE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lumentum Holdings (LITE) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +12,219 | Add 142.90% | 20,770 | $368.59 |
| Q3 2025 | +8,551 | New Buy | 8,551 | $162.71 |
| Q4 2023 | -24,708 | Sold Out | 0 | $0.00 |
| Q3 2023 | -17,230 | Reduce 41.08% | 24,708 | $45.18 |
| Q2 2023 | -104,229 | Reduce 71.31% | 41,938 | $56.73 |
| Q1 2023 | -72 | Reduce 0.05% | 146,167 | $54.01 |
| Q4 2022 | +89,865 | Add 159.41% | 146,239 | $52.17 |
| Q3 2022 | +56,374 | New Buy | 56,374 | $68.58 |
Ray Dalio's Lumentum Holdings Investment FAQs
Ray Dalio first purchased Lumentum Holdings Inc. (LITE) in Q3 2022, acquiring 56,374 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Lumentum Holdings Inc. (LITE) for 8 quarters since Q3 2022.
Ray Dalio's largest addition to Lumentum Holdings Inc. (LITE) was in Q4 2022, adding 146,239 shares worth $7.63 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 20,770 shares of Lumentum Holdings Inc. (LITE), valued at approximately $7.66 M.
As of the Q4 2025 filing, Lumentum Holdings Inc. (LITE) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Lumentum Holdings Inc. (LITE) was 146,239 shares, as reported at the end of Q4 2022.