Balyasny Asset Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Other funds holding LITE
JT
Balyasny Asset Management's LITE Position: Q2 2026 in Review
Balyasny Asset Management increased its Lumentum (LITE) stake by 63% in Q2 2026, buying an estimated $53.2M and bringing the position to 154,180 shares worth $132M. The position accounts for 0.16% of the portfolio, ranked #137.
Balyasny Asset Management first reported a position in LITE in Q1 2017 and has held it in 29 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Balyasny Asset Management held 154,180 shares of Lumentum worth $132M as of Q2 2026.
- Balyasny Asset Management bought 59,625 Lumentum shares in Q2 2026, an estimated $53.2M.
- Lumentum made up 0.16% of Balyasny Asset Management's portfolio in Q2 2026, its #137 holding.
- Balyasny Asset Management first reported a position in Lumentum in Q1 2017 and has held it in 29 quarters since.
- 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.