FFM
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FengHe Fund Management’s Lumentum LITE Stock Holding History

FengHe Fund 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 		– Sell
-52,800
Closed -$37.1M – 27
2026
Q1 		$37.1M Sell
52,800
-139,400
-73% -$76.6M 5.13% 8
2025
Q4 		$70.8M Sell
192,200
-248,900
-56% -$63.9M 3.99% 11
2025
Q3 		$71.8M Buy
+441,100
New +$55M 6.55% 3
2024
Q4 		– Sell
-200,590
Closed -$12.7M – 20
2024
Q3 		$12.7M Sell
200,590
-814,869
-80% -$44.1M 3.76% 8
2024
Q2 		$51.7M Sell
1,015,459
-457,450
-31% -$20.7M 7.21% 6
2024
Q1 		$69.7M Buy
1,472,909
+1,100,009
+295% +$55.9M 8.79% 5
2023
Q4 		$19.5M Buy
+372,900
New +$16.3M 3.43% 10

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FengHe Fund Management's LITE Position: Q2 2026 in Review

FengHe Fund Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 52,800 shares — an estimated $37.1M sold.

FengHe Fund Management first reported a position in LITE in Q4 2023 and held it in 7 quarters. The position peaked at $71.8M in Q3 2025. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • FengHe Fund Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • FengHe Fund Management sold 52,800 Lumentum shares in Q2 2026, an estimated $37.1M.
  • FengHe Fund Management first reported a position in Lumentum in Q4 2023 and held it in 7 quarters.
  • FengHe Fund Management's Lumentum position peaked at $71.8M in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.