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Broad Peak Investment Advisers’s Lumentum LITE Stock Holding History

Broad Peak Investment Advisers’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 		$48.8M Sell
56,930
-16,650
-23% -$14.9M 8.98% 4
2026
Q1 		$51.7M Sell
73,580
-120,000
-62% -$65.9M 10.49% 4
2025
Q4 		$71.4M Sell
193,580
-240,200
-55% -$61.7M 12.79% 2
2025
Q3 		$70.6M Hold
433,780
– – 19.69% 2
2025
Q2 		$41.2M Buy
+433,780
New +$30.8M 12.85% 6

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 $3.37T AUM 44.26% 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

Broad Peak Investment Advisers's LITE Position: Q2 2026 in Review

Broad Peak Investment Advisers reduced its Lumentum (LITE) stake by 23% in Q2 2026, selling an estimated $14.9M and leaving 56,930 shares worth $48.8M. The position accounts for 8.98% of the portfolio, ranked #4.

Broad Peak Investment Advisers first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.4M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Broad Peak Investment Advisers held 56,930 shares of Lumentum worth $48.8M as of Q2 2026.
  • Broad Peak Investment Advisers sold 16,650 Lumentum shares in Q2 2026, an estimated $14.9M.
  • Lumentum made up 8.98% of Broad Peak Investment Advisers's portfolio in Q2 2026, its #4 holding.
  • Broad Peak Investment Advisers first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
  • Broad Peak Investment Advisers's Lumentum position peaked at $71.4M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Broad Peak Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.