Guru Ownership Trend
Guru Analysis for Lumentum Holdings Inc. (LITE)
Lumentum Holdings Inc. (LITE), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $648.53 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $179.73 M net outflow during the quarter.
Recent activity highlights Frank Sands who increased their stake by 849.0%. Conversely, Steven Cohen reduced exposure by 95.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Lumentum Holdings Inc. (LITE)
Major holders include Cliff Asness ($343.52 M), Renaissance Technologies (RenTech) ($171.3 M), Ken Fisher ($36.17 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 700,250 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $179.73 M, with 5 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited LITE. The total reported sell value was $221.66 M.
Yes, 1 managers opened new positions in LITE, and 4 increased their existing holdings. The total reported buy value was $41.94 M.
