Alpine Investment Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Other funds holding LITE
JT
Alpine Investment Management's LITE Position: Q2 2026 in Review
Alpine Investment Management increased its Lumentum (LITE) stake by 5,031% in Q2 2026, buying an estimated $42.6M and bringing the position to 48,745 shares worth $41.8M. The position accounts for 10.17% of the portfolio, ranked #3.
Alpine Investment Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Alpine Investment Management held 48,745 shares of Lumentum worth $41.8M as of Q2 2026.
- Alpine Investment Management bought 47,795 Lumentum shares in Q2 2026, an estimated $42.6M.
- Lumentum made up 10.17% of Alpine Investment Management's portfolio in Q2 2026, its #3 holding.
- Alpine Investment Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
- 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Alpine Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.