CloudAlpha Capital Management’s Lumentum LITE Stock Holding History

CloudAlpha 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
2025 Q4	–	Sell	-256,000	Closed	-$41.7M	–	74
2025 Q3	$41.7M	Buy	256,000 +6,000	+2%	+$748K	1.5%	17
2025 Q2	$23.8M	Buy	+250,000	New	+$17.7M	1.23%	26
2025 Q1	–	Sell	-70,000	Closed	-$5.88M	–	56
2024 Q4	$5.88M	Buy	+70,000	New	+$5.46M	0.42%	32
2021 Q1	–	Sell	-610,000	Closed	-$57.8M	–	89
2020 Q4	$57.8M	Buy	+610,000	New	+$52.6M	1.18%	18

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CloudAlpha Capital Management's LITE Position: Q1 2026 in Review

CloudAlpha Capital Management increased its Lumentum (LITE) stake by 0.29% in Q1 2026, buying an estimated $316K and bringing the position to 198,356 shares worth $139M. The position accounts for 4.76% of the portfolio, ranked #5.

CloudAlpha Capital Management first reported a position in LITE in Q4 2023 and has held it in 6 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

CloudAlpha Capital Management held 198,356 shares of Lumentum worth $139M as of Q1 2026.
CloudAlpha Capital Management bought 575 Lumentum shares in Q1 2026, an estimated $316K.
Lumentum made up 4.76% of CloudAlpha Capital Management's portfolio in Q1 2026, its #5 holding.
CloudAlpha Capital Management first reported a position in Lumentum in Q4 2023 and has held it in 6 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on CloudAlpha Capital Management's 13F filing for Q1 2026, filed 13 May 2026.