Atom Investors’s Lumentum LITE Stock Holding History

Atom Investors’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 Q1	$3.52M	Buy	5,013 +3,207	+178%	+$1.76M	0.25%	123
2025 Q4	$666K	Sell	1,806 -22,928	-93%	-$5.89M	0.05%	358
2025 Q3	$4.02M	Sell	24,734 -47,918	-66%	-$5.98M	0.31%	96
2025 Q2	$6.91M	Sell	72,652 -39,439	-35%	-$2.8M	0.61%	29
2025 Q1	$6.99M	Buy	112,091 +34,037	+44%	+$2.62M	0.86%	16
2024 Q4	$6.55M	Buy	78,054 +12,946	+20%	+$1.01M	0.81%	14
2024 Q3	$4.13M	Buy	+65,108	New	+$3.52M	0.43%	63
2022 Q4	–	Sell	-9,956	Closed	-$683K	–	277
2022 Q3	$683K	Buy	+9,956	New	+$825K	0.24%	129

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atom Investors's LITE Position: Q1 2026 in Review

Atom Investors increased its Lumentum (LITE) stake by 178% in Q1 2026, buying an estimated $1.76M and bringing the position to 5,013 shares worth $3.52M. The position accounts for 0.25% of the portfolio, ranked #123.

Atom Investors first reported a position in LITE in Q3 2022 and has held it in 8 quarters since. The position peaked at $6.99M in Q1 2025. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Atom Investors held 5,013 shares of Lumentum worth $3.52M as of Q1 2026.
Atom Investors bought 3,207 Lumentum shares in Q1 2026, an estimated $1.76M.
Lumentum made up 0.25% of Atom Investors's portfolio in Q1 2026, its #123 holding.
Atom Investors first reported a position in Lumentum in Q3 2022 and has held it in 8 quarters since.
Atom Investors's Lumentum position peaked at $6.99M in Q1 2025.
1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.