Ardsley Advisory Partners’s Lumentum LITE Stock Holding History

Ardsley Advisory Partners’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
2025 Q1	–	Sell	-10,000	Closed	-$840K	–	171
2024 Q4	$840K	Buy	+10,000	New	+$779K	0.13%	118
2020 Q3	–	Sell	-7,000	Closed	-$570K	–	169
2020 Q2	$570K	Buy	+7,000	New	+$533K	0.12%	79

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ardsley Advisory Partners's LITE Position: Q2 2026 in Review

Ardsley Advisory Partners increased its Lumentum (LITE) stake by 61% in Q2 2026, buying an estimated $3.39M and bringing the position to 10,000 shares worth $8.53M. The position accounts for 0.89% of the portfolio, ranked #36.

Ardsley Advisory Partners first reported a position in LITE in Q3 2016 and has held it in 21 quarters since. The position peaked at $29.5M in Q4 2025. 377 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Ardsley Advisory Partners held 10,000 shares of Lumentum worth $8.53M as of Q2 2026.
Ardsley Advisory Partners bought 3,800 Lumentum shares in Q2 2026, an estimated $3.39M.
Lumentum made up 0.89% of Ardsley Advisory Partners's portfolio in Q2 2026, its #36 holding.
Ardsley Advisory Partners first reported a position in Lumentum in Q3 2016 and has held it in 21 quarters since.
Ardsley Advisory Partners's Lumentum position peaked at $29.5M in Q4 2025.
377 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.