Anther Capital’s Lumentum LITE Stock Holding History

Anther Capital’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167M	Sell	194,973 -332,889	-63%	-$297M	4.28%	11
2026 Q1	$371M	Buy	+527,862	New	+$290M	9.7%	3

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Anther Capital's LITE Position: Q2 2026 in Review

Anther Capital reduced its Lumentum (LITE) stake by 63% in Q2 2026, selling an estimated $297M and leaving 194,973 shares worth $167M. The position accounts for 4.28% of the portfolio, ranked #11.

Anther Capital first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $371M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Anther Capital held 194,973 shares of Lumentum worth $167M as of Q2 2026.
Anther Capital sold 332,889 Lumentum shares in Q2 2026, an estimated $297M.
Lumentum made up 4.28% of Anther Capital's portfolio in Q2 2026, its #11 holding.
Anther Capital first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
Anther Capital's Lumentum position peaked at $371M in Q1 2026.
1,310 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Anther Capital's 13F filing for Q2 2026, filed 13 Aug 2026.