Analog Century Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Other funds holding LITE
JT
Analog Century Management's LITE Position: Q2 2026 in Review
Analog Century Management reduced its Lumentum (LITE) stake by 19% in Q2 2026, selling an estimated $27.3M and leaving 127,088 shares worth $109M. The position accounts for 3.99% of the portfolio, ranked #14.
Analog Century Management first reported a position in LITE in Q4 2020 and has held it in 8 quarters since. The position peaked at $123M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Analog Century Management held 127,088 shares of Lumentum worth $109M as of Q2 2026.
- Analog Century Management sold 30,600 Lumentum shares in Q2 2026, an estimated $27.3M.
- Lumentum made up 3.99% of Analog Century Management's portfolio in Q2 2026, its #14 holding.
- Analog Century Management first reported a position in Lumentum in Q4 2020 and has held it in 8 quarters since.
- Analog Century Management's Lumentum position peaked at $123M in Q4 2025.
- 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Analog Century Management's 13F filing for Q2 2026, filed 14 Aug 2026.