Black Swift Group’s Lumentum LITE Stock Holding History

Black Swift Group’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	$7.89M	Buy	9,200 +2,750	+43%	+$2.45M	1.14%	23
2026 Q1	$4.53M	Buy	+6,450	New	+$3.54M	0.79%	31
2025 Q1	–	Sell	-16,000	Closed	-$1.34M	–	136
2024 Q4	$1.34M	Buy	+16,000	New	+$1.25M	0.28%	54

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

Black Swift Group's LITE Position: Q2 2026 in Review

Black Swift Group increased its Lumentum (LITE) stake by 43% in Q2 2026, buying an estimated $2.45M and bringing the position to 9,200 shares worth $7.89M. The position accounts for 1.14% of the portfolio, ranked #23.

Black Swift Group first reported a position in LITE in Q4 2024 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Black Swift Group held 9,200 shares of Lumentum worth $7.89M as of Q2 2026.
Black Swift Group bought 2,750 Lumentum shares in Q2 2026, an estimated $2.45M.
Lumentum made up 1.14% of Black Swift Group's portfolio in Q2 2026, its #23 holding.
Black Swift Group first reported a position in Lumentum in Q4 2024 and has held it in 3 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Black Swift Group's 13F filing for Q2 2026, filed 13 Aug 2026.