BCH
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Berkshire Capital Holdings’s Lumentum LITE Stock Holding History

Berkshire Capital Holdings’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 		$8.58K Sell
10
-31,940
-100% -$28.5M ﹤0.01% 31
2026
Q1 		$22.5M Buy
31,950
+31,940
+319,400% +$17.5M 8.1% 3
2025
Q4 		$3.69K Buy
+10
New +$2.57K ﹤0.01% 36

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Berkshire Capital Holdings's LITE Position: Q2 2026 in Review

Berkshire Capital Holdings reduced its Lumentum (LITE) stake by 100% in Q2 2026, selling an estimated $28.5M and leaving 10 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #31.

Berkshire Capital Holdings first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.5M in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Berkshire Capital Holdings held 10 shares of Lumentum worth $8.58K as of Q2 2026.
  • Berkshire Capital Holdings sold 31,940 Lumentum shares in Q2 2026, an estimated $28.5M.
  • Lumentum made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q2 2026, its #31 holding.
  • Berkshire Capital Holdings first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Berkshire Capital Holdings's Lumentum position peaked at $22.5M in Q1 2026.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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