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 Q2	$71M	Sell	82,768 -146,227	-64%	-$130M	0.41%	81
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Driehaus Capital Management's LITE Position: Q2 2026 in Review

Driehaus Capital Management reduced its Lumentum (LITE) stake by 64% in Q2 2026, selling an estimated $130M and leaving 82,768 shares worth $71M. The position accounts for 0.41% of the portfolio, ranked #81.

Driehaus Capital Management first reported a position in LITE in Q1 2016 and has held it in 13 quarters since. The position peaked at $161M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Driehaus Capital Management held 82,768 shares of Lumentum worth $71M as of Q2 2026.
Driehaus Capital Management sold 146,227 Lumentum shares in Q2 2026, an estimated $130M.
Lumentum made up 0.41% of Driehaus Capital Management's portfolio in Q2 2026, its #81 holding.
Driehaus Capital Management first reported a position in Lumentum in Q1 2016 and has held it in 13 quarters since.
Driehaus Capital Management's Lumentum position peaked at $161M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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