Divisadero Street Capital Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$92.8M Buy
108,188
+14,996
+16% +$13.4M 2.1% 17
2026
Q1
$65.5M Sell
93,192
-24,993
-21% -$13.7M 2.74% 13
2025
Q4
$43.6M Sell
118,185
-45,118
-28% -$11.6M 2.04% 19
2025
Q3
$26.6M Buy
163,303
+120,698
+283% +$15.1M 1.16% 24
2025
Q2
$4.05M Buy
+42,605
New +$3.02M 0.26% 63

Other funds holding LITE

Divisadero Street Capital Management's LITE Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Lumentum (LITE) stake by 16% in Q2 2026, buying an estimated $13.4M and bringing the position to 108,188 shares worth $92.8M. The position accounts for 2.1% of the portfolio, ranked #17.

Divisadero Street Capital Management first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Divisadero Street Capital Management held 108,188 shares of Lumentum worth $92.8M as of Q2 2026.
  • Divisadero Street Capital Management bought 14,996 Lumentum shares in Q2 2026, an estimated $13.4M.
  • Lumentum made up 2.1% of Divisadero Street Capital Management's portfolio in Q2 2026, its #17 holding.
  • Divisadero Street Capital Management first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.