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FirstWave Capital Management’s Lumentum LITE Stock Holding History

FirstWave 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 		$2.35M Buy
2,737
+1,326
+94% +$1.18M 1.04% 29
2026
Q1 		$992K Sell
1,411
-1,823
-56% -$1M 1.05% 22
2025
Q4 		$1.19M Buy
+3,234
New +$831K 0.71% 39

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

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

FirstWave Capital Management increased its Lumentum (LITE) stake by 94% in Q2 2026, buying an estimated $1.18M and bringing the position to 2,737 shares worth $2.35M. The position accounts for 1.04% of the portfolio, ranked #29.

FirstWave Capital Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • FirstWave Capital Management held 2,737 shares of Lumentum worth $2.35M as of Q2 2026.
  • FirstWave Capital Management bought 1,326 Lumentum shares in Q2 2026, an estimated $1.18M.
  • Lumentum made up 1.04% of FirstWave Capital Management's portfolio in Q2 2026, its #29 holding.
  • FirstWave Capital Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on FirstWave Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.