Axiom Investors’s Lumentum LITE Stock Holding History

Axiom 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 Q2	$349M	Buy	406,459 +404,804	+24,459%	+$361M	3.02%	12
2026 Q1	$1.16M	Buy	+1,655	New	+$909K	0.01%	110
2017 Q1	–	Sell	-53,734	Closed	-$2.08M	–	156
2016 Q4	$2.08M	Buy	53,734 +26,707	+99%	+$1.06M	0.06%	127
2016 Q3	$1.13M	Sell	27,027 -32,098	-54%	-$1.06M	0.03%	114
2016 Q2	$1.43M	Sell	59,125 -74,687	-56%	-$1.85M	0.04%	126
2016 Q1	$3.61M	Buy	+133,812	New	+$3.09M	0.11%	79

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

Axiom Investors's LITE Position: Q2 2026 in Review

Axiom Investors increased its Lumentum (LITE) stake by 24,459% in Q2 2026, buying an estimated $361M and bringing the position to 406,459 shares worth $349M. The position accounts for 3.02% of the portfolio, ranked #12.

Axiom Investors first reported a position in LITE in Q1 2016 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Axiom Investors held 406,459 shares of Lumentum worth $349M as of Q2 2026.
Axiom Investors bought 404,804 Lumentum shares in Q2 2026, an estimated $361M.
Lumentum made up 3.02% of Axiom Investors's portfolio in Q2 2026, its #12 holding.
Axiom Investors first reported a position in Lumentum in Q1 2016 and has held it in 6 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.