Bayesian Capital Management’s Lumentum LITE Stock Holding History

Bayesian Capital Management’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	$254K	Buy	+296	New	+$264K	0.16%	174
2025 Q3	–	Sell	-15,400	Closed	-$1.46M	–	688
2025 Q2	$1.46M	Buy	+15,400	New	+$1.09M	0.23%	130
2025 Q1	–	Sell	-24,724	Closed	-$2.08M	–	800
2024 Q4	$2.08M	Sell	24,724 -12,734	-34%	-$992K	0.25%	119
2024 Q3	$2.37M	Sell	37,458 -18,900	-34%	-$1.02M	0.28%	104
2024 Q2	$2.87M	Buy	+56,358	New	+$2.55M	0.33%	70
2023 Q4	–	Sell	-28,597	Closed	-$1.29M	–	907
2023 Q3	$1.29M	Buy	+28,597	New	+$1.45M	0.15%	173
2023 Q2	–	Sell	-32,700	Closed	-$1.77M	–	948
2023 Q1	$1.77M	Buy	+32,700	New	+$1.82M	0.22%	126
2022 Q3	–	Sell	-5,996	Closed	-$476K	–	886
2022 Q2	$476K	Buy	+5,996	New	+$512K	0.09%	348
2021 Q1	–	Sell	-3,400	Closed	-$322K	–	626
2020 Q4	$322K	Buy	+3,400	New	+$293K	0.08%	291
2020 Q3	–	Sell	-12,200	Closed	-$993K	–	618
2020 Q2	$993K	Buy	12,200 +300	+3%	+$22.9K	0.22%	127
2020 Q1	$877K	Sell	11,900 -2,700	-18%	-$212K	0.19%	153
2019 Q4	$1.16M	Buy	+14,600	New	+$956K	0.2%	149
2019 Q1	–	Sell	-10,248	Closed	-$431K	–	672
2018 Q4	$431K	Sell	10,248 -15,452	-60%	-$761K	0.09%	320
2018 Q3	$1.54M	Buy	25,700 +4,500	+21%	+$269K	0.25%	102
2018 Q2	$1.23M	Buy	21,200 +3,200	+18%	+$191K	0.28%	93
2018 Q1	$1.15M	Buy	+18,000	New	+$1.03M	0.29%	97
2017 Q4	–	Sell	-10,307	Closed	-$560K	–	644
2017 Q3	$560K	Buy	10,307 +1,700	+20%	+$98.8K	0.13%	246
2017 Q2	$491K	Buy	8,607 +4,307	+100%	+$231K	0.18%	189
2017 Q1	$229K	Buy	+4,300	New	+$190K	0.11%	318

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

Bayesian Capital Management's LITE Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Lumentum (LITE) in Q2 2026: 296 shares worth $254K. The stake represents 0.16% of the portfolio and ranks #174 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in LITE as recently as Q2 2025.

Bayesian Capital Management first reported a position in LITE in Q1 2017 and has held it in 19 quarters since. The position peaked at $2.87M in Q2 2024. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Bayesian Capital Management held 296 shares of Lumentum worth $254K as of Q2 2026.
Lumentum was a new Bayesian Capital Management position in Q2 2026.
Lumentum made up 0.16% of Bayesian Capital Management's portfolio in Q2 2026, its #174 holding.
Bayesian Capital Management first reported a position in Lumentum in Q1 2017 and has held it in 19 quarters since.
Bayesian Capital Management's Lumentum position peaked at $2.87M in Q2 2024.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.