Analog Century Management’s Lumentum LITE Stock Holding History

Analog Century Management's LITE Position: Q1 2026 in Review

Analog Century Management reduced its Lumentum (LITE) stake by 53% in Q1 2026, selling an estimated $96.8M and leaving 157,688 shares worth $111M. The position accounts for 5.29% of the portfolio, ranked #2.

Analog Century Management first reported a position in LITE in Q4 2020 and has held it in 7 quarters since. The position peaked at $123M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

• Analog Century Management held 157,688 shares of Lumentum worth $111M as of Q1 2026.
• Analog Century Management sold 176,261 Lumentum shares in Q1 2026, an estimated $96.8M.
• Lumentum made up 5.29% of Analog Century Management's portfolio in Q1 2026, its #2 holding.
• Analog Century Management first reported a position in Lumentum in Q4 2020 and has held it in 7 quarters since.
• Analog Century Management's Lumentum position peaked at $123M in Q4 2025.
• 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.