Driehaus Capital Management’s Lumentum LITE Stock Holding History

Driehaus 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
2026 Q1	$161M	Sell	228,995 -112,053	-33%	-$61.6M	1.18%	8
2025 Q4	$126M	Sell	341,048 -266,034	-44%	-$68.3M	0.85%	22
2025 Q3	$98.8M	Sell	607,082 -179,156	-23%	-$22.3M	0.71%	29
2025 Q2	$74.7M	Buy	+786,238	New	+$55.8M	0.6%	44
2018 Q4	–	Sell	-48,532	Closed	-$2.91M	–	469
2018 Q3	$2.91M	Buy	+48,532	New	+$2.9M	0.09%	245
2017 Q4	–	Sell	-134,448	Closed	-$7.31M	–	575
2017 Q3	$7.31M	Sell	134,448 -1,492	-1%	-$86.7K	0.28%	93
2017 Q2	$7.75M	Buy	135,940 +2,710	+2%	+$145K	0.29%	77
2017 Q1	$7.11M	Sell	133,230 -114,851	-46%	-$5.07M	0.24%	94
2016 Q4	$9.59M	Sell	248,081 -48,387	-16%	-$1.93M	0.34%	59
2016 Q3	$12.4M	Buy	296,468 +273,489	+1,190%	+$9M	0.42%	51
2016 Q2	$556K	Sell	22,979 -175,472	-88%	-$4.35M	0.02%	419
2016 Q1	$5.35M	Buy	+198,451	New	+$4.58M	0.17%	120

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

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

Driehaus Capital Management reduced its Lumentum (LITE) stake by 33% in Q1 2026, selling an estimated $61.6M and leaving 228,995 shares worth $161M. The position accounts for 1.18% of the portfolio, ranked #8.

Driehaus Capital Management first reported a position in LITE in Q1 2016 and has held it in 12 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Driehaus Capital Management held 228,995 shares of Lumentum worth $161M as of Q1 2026.
Driehaus Capital Management sold 112,053 Lumentum shares in Q1 2026, an estimated $61.6M.
Lumentum made up 1.18% of Driehaus Capital Management's portfolio in Q1 2026, its #8 holding.
Driehaus Capital Management first reported a position in Lumentum in Q1 2016 and has held it in 12 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.