China Universal Asset Management Company’s Lumentum LITE Stock Holding History

China Universal Asset Management Company’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	$10.1M	Buy	11,752 +2,788	+31%	+$2.49M	0.6%	38
2026 Q1	$6.3M	Sell	8,964 -2,435	-21%	-$1.34M	0.48%	45
2025 Q4	$4.2M	Buy	11,399 +2,899	+34%	+$745K	0.32%	61
2025 Q3	$1.38M	Buy	+8,500	New	+$1.06M	0.11%	141
2023 Q3	–	Sell	-10,000	Closed	-$567K	–	453
2023 Q2	$567K	Buy	+10,000	New	+$500K	0.18%	104

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

China Universal Asset Management Company's LITE Position: Q2 2026 in Review

China Universal Asset Management Company increased its Lumentum (LITE) stake by 31% in Q2 2026, buying an estimated $2.49M and bringing the position to 11,752 shares worth $10.1M. The position accounts for 0.6% of the portfolio, ranked #38.

China Universal Asset Management Company first reported a position in LITE in Q2 2023 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

China Universal Asset Management Company held 11,752 shares of Lumentum worth $10.1M as of Q2 2026.
China Universal Asset Management Company bought 2,788 Lumentum shares in Q2 2026, an estimated $2.49M.
Lumentum made up 0.6% of China Universal Asset Management Company's portfolio in Q2 2026, its #38 holding.
China Universal Asset Management Company first reported a position in Lumentum in Q2 2023 and has held it in 5 quarters since.
302 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on China Universal Asset Management Company's 13F filing for Q2 2026, filed 24 Jul 2026.